NEW ORDER

  • The screen has a defined tabbing sequence for quick data entry of multiple orders. Tabbing forward will progress down through the header fields and detail lines; tabbing will stop when there are no more lines to enter on the current screen. Back tabbing is unpredictable, so to go back to a field you have tabbed past, use the mouse to position the cursor on that missed field.
  • The default action for this screen is the Commit Stock option, so pressing "Enter" at anytime will be the same as clicking the "Commit Stock" button.
  • To start a new Order:

    1. For Bill-To users, select a Ship-To from the Ship-To drop list (if not already selected).

    2. Enter a purchase order number in the Purchase Order # field as needed.

    3. Choose the method of Transport for the order. When the order is processed, the method of transport may be automatically changed to Small Package Ground if the order is detected as being an ultraship or Consumer First order.

    To add items to an order:

    1. Enter the stock number of the first item in the first Stock # field.
    2. Enter the quantity of the first item in the first QTY field.
    3. Continue to enter stock numbers and quantities in the remaining pairs of Stock # and QTY fields.

    To find a stock number to add to the order:

    1. Click the Product Search option.

    To delete items from an order:

    1. Space out the stock number for the item (or items) to be deleted.
    2. Enter zero for the quantity.

    To save and commit the order:

    1. At the top of the screen, click the Commit Stock option or Press Enter to save and commit stock to the order.

    2. If there are errors following the Commit attempt, these must be corrected. To easily find the error, the cursor will be positioned on the first error that needs attention. Tab forward to move to the next error and correct until all errors corrected, then retry the commit option.

    3. Once the order has been committed without errors, click Send to DC or Send to CSR to complete the order. If no action is taken to schedule the order, the inventory will be uncommitted automatically by the system.

    To check for substitutes on unavailable items:

    1. To see potential substitutes for ALL unavailable items on the order, click the box to Select All Backordered Lines. Then click Substitute MSPNs.

    2. To see potential substitutes for select items, click the Sel box for each item and then click Substitute MSPNs.

    3. The Alternative MSPNs screen will display (as a scrollable page) to show the originally ordered stock # along with any possible substitutes with available inventory. Options from here are to retain original Stock # on backorder; replace original Stock # with an offered substitute; or replace original Stock # with an offered substitute as well as keep the original Stock # on backorder.

    4. If NO changes are made on the Alertnative MSPNs page, click Cancel to return to order details. If changes are made on Alternative MSPNs page, click Commit Stock to update changes and return to order details.

    To check for product features, advantages and benefits (FAB):

    1. Click the link in the FAB column for a given item to view a tire image along with features, advantages and benefits of the product.

    2. If no link is displayed in the FAB column, online tire data is not presently available.

    To schedule order:

    1. Once the order has been committed and any additional edits have been made, click Send to DC or Send to CSR to complete the order. If no action is taken to schedule the order, the inventory will be uncommitted automatically by the system.

    To go to the Orders In Process screen, click the View Orders In Process left menu option.

    To go to the Order Status search screen, click the Check Order Status left menu option.