How to: "Manual Order Entry"

(Before Starting)

Locate customer account information first:  Use “How to locate account information" article.

(Once you've located the account information, make sure to write down or take a SS of the information required to move on to enter your order manually)

STEPS:

1. Enter 6 for “Point of Sale” and hit enter.

2. Enter 1 for “P.O.S” and hit enter.

3. Type your branch into “Sell From Loc” and hit enter.

a. Ex. WATL, PIT, SA, OC5, etc..

b. “Ship From Loc” should match

4. In “Department”, place the cursor on the line and hit the plus sign, then enter. 

a. If multiple departments populate, place an “X” on the line for the correct option and hit enter.

b. Never use service, shop, warehouse (only retail, store, or the name of the branch).

5. Input your Salesman ID# and hit the plus sign.

6. Enter the method of delivery (Most common is “D” unless otherwise specified) and cursor will automatically drop to next line.

a. W = Will-Call (The customer is planning to pickup the order from the store) 

b. S = Shipped (We are shipping the order to the customer via UPS or FedEx)

c. D = Delivered (We are delivering the order locally to the customer on a FleetPride truck)

7. Enter the customer’s Account Number and hit the plus sign.

8. Enter the branch code and hit the plus sign, then hit enter.

a. Ex. 244, 36, 9, 1, etc…

b. If any “Special Handling Instructions” pop up, just enter pass them.

9. On the line under “Qty Ord”, enter the requested quantity of the first line item and push the plus sign or tab.

10. On the line under “Part Number”, enter the requested part number of the first line item. Push the plus sign or tab, then hit enter.

a. If the “Substitute Selling” pages populates, enter your QTY on the Pool-Part number you are needing and hit enter.

b. If the part is out of stock, it will bring you to the inventory screen. (If an IBT is needed, stop here and refer to the "How to create an IBT). Hit F2, then F1 to get back to the order. 

11. Repeat steps 9 and 10 until all parts on PO are accounted for.

12. Once all parts are entered, push F6 to Exit and Print Pick Ticket 

a. If there is a backorder on the ticket another screen will populate. Just enter past it. 

13. Place your PO# on the “PO Number” line.

14. Verify your address matches the “Ship To” address on the PO.

15. After info is verified, push enter until you return to the “P.O.S” screen.

a. Invoice number should show in purple