1. Advanced Order Entry: Improving Delivery Efficiency
Jeff Van Grootel
+1 (905)

2. Multi Product / Multi Schedule!!
Session Objective
This session will review COMMANDseries V3 order entry tools that are available to enhance your daily operations and improve operational efficiency. Features such as journeys, economic sourcing, and cash management will be discussed.
This session will also provide a sneak peak at the changes to Order Entry in CS08 V3.10:
Multi Product / Multi Schedule!!
Advanced Order Entry: Improving Delivery Efficiency.

3. Topics Covered Order Entry Scheduling an Order Economic Sourcing
Default Schedule & Pricing Plants in Order Entry
Standing Order Entry
Contract Integration in Order Entry
Cash Sales Management
Pricing Authority - Display Percentage Discount
Journeys
CS08 V Multi Product / Multi Schedule
Advanced Order Entry: Improving Delivery Efficiency.

4. Order Entry Overview

5. Order Entry Overview
A lot of information is contained on the Orders screen, so it’s a good idea to be familiar with the layout.
Header – Together, the Order Code and Order Date uniquely identify each order in your system. Because these two fields are central to keeping database references intact (generally referred to as “referential integrity”), when you <Tab> out of the Order Code field, these two fields will become inactive. Also found in the header is the Item Group. The item group governs all items on the order in terms of how they will be transacted. The primary product on the order must be in sync with the Item group.
Advanced Order Entry: Improving Delivery Efficiency.

6. Order Entry Overview
Advanced Order Entry: Improving Delivery Efficiency.

7. Order Entry Overview
Order Information – This section contains order delivery information.
Order Information Buttons – Additional order related information is accessible through these buttons. The Haul, Pricing, and Other buttons have a number of fields which generally do not have to be entered manually – the values default from the project or customer record. If the current order is a COD order, the COD Calculator button will display, giving you access to the total order price.
Advanced Order Entry: Improving Delivery Efficiency.

8. Order Entry Overview
Advanced Order Entry: Improving Delivery Efficiency.

9. Order Entry Overview
Order Line Information – The items on the order are entered here. Each item will have a set of buttons associated with it. These buttons affect only that line item.
Schedule Information - This section contains scheduling information, Order Value Summary for Cash Sales, Payment Button & Ticketing Button.
Advanced Order Entry: Improving Delivery Efficiency.

10. Order Entry Overview
Advanced Order Entry: Improving Delivery Efficiency.

11. Order Entry

12. Order Entry
COMMANDseries provides multiple options for order entry. In addition to the standard Order Entry screen, you can also enter orders through the ticketing and dispatch screens. Standard orders can be entered for any day, and are also known in the industry as daily orders or regular orders. Use the orders screen to enter daily/regular orders.
Orders do not have to be associated with a project. COMMANDseries accepts stand-alone orders. For example, you might have a one-time FOB order that is not a part of a project.
Advanced Order Entry: Improving Delivery Efficiency.

13. Order Entry To enter an order:
Order Entry screen {Dispatch > Orders}.
Date Field Shortcuts:
<Tab> through the field to enter the current date.
The days of the week are numbered 1-7, with 1 being Monday. Entering a number between 1-7 will enter the next occurrence of that particular day.
Enter the first three letters of the day. The system will enter the next occurrence of that day.
Enter +1 for tomorrow’s date, +2 for the day after tomorrow, etc.
Advanced Order Entry: Improving Delivery Efficiency.

14. Order Entry
The next field is the Order Code. If this is a new order, tab through this field and COMMANDseries assigns the next number available. To look up an existing order, enter the Order Date and Order Code. Pressing the <Enter> key while in the Order Code field will display a list of orders entered for the specified.
Advanced Order Entry: Improving Delivery Efficiency.

15. Order Entry
The Item Group drop-down list is locked and cannot be changed at this point. When you tab out of the Order Code field, the top part of the form becomes unavailable; this header information is now locked, to prevent another user from attempting to make an entry using the same order date/order code combination. If either field is incorrect, the entire form must be cleared and entered anew. The Item Group drop-down list is now active, however, and defaults to CONCRETE in COMMANDconcrete and AGGREGATE in COMMANDaggregate.
Advanced Order Entry: Improving Delivery Efficiency.

16. Order Entry
Enter a Customer Code -or-Detail and then press <Enter> to access the Customer Lookup Choices screen
Advanced Order Entry: Improving Delivery Efficiency.

17. Order Entry
Enter a Deliver To Code -or-Detail and then press <Enter> to access the Deliver To Lookup Choices screen
Advanced Order Entry: Improving Delivery Efficiency.

18. Order Entry
Enter a Project Code -or-Detail and then press <Enter> to access the Project Code Lookup Choices screen
Advanced Order Entry: Improving Delivery Efficiency.

19. Order Entry
The Haul button to the right of the delivery information pertains to all products on the order.
Advanced Order Entry: Improving Delivery Efficiency.

20. Order Entry
The Pricing button to the right of the delivery information pertains to all products on the order.
Advanced Order Entry: Improving Delivery Efficiency.

21. Order Entry
The Other button to the right of the delivery information pertains to all products on the order.
Advanced Order Entry: Improving Delivery Efficiency.

22. Order Entry
Enter a Product Code -or-Detail and then press <Enter> to access the Product Code Lookup Choices screen
Advanced Order Entry: Improving Delivery Efficiency.

23. Order Entry
The H button (HAUL) to the right of the product information pertains to only the specific product on the line.
Advanced Order Entry: Improving Delivery Efficiency.

24. Order Entry
The O button (Other Information) to the right of the product information pertains to only the specific product on the line.
Advanced Order Entry: Improving Delivery Efficiency.

25. Order Entry
The I button (Inventory Inquiry) to the right of the product information pertains to only the specific product on the line.
Advanced Order Entry: Improving Delivery Efficiency.

26. Order Entry
The A button (Associated Products) to the right of the product information pertains to only the specific product on the line.
Advanced Order Entry: Improving Delivery Efficiency.

27. Order Entry
Multiple Products can be entered into an order that will be shipped together under the same schedule.
Advanced Order Entry: Improving Delivery Efficiency.

28. Order Entry
By clicking on the Product Description field, you can bring up the Alternative Items editor.
Advanced Order Entry: Improving Delivery Efficiency.

29. Order Entry
A configuration option can be selected to enable Order Level Mix Design functionality.
Advanced Order Entry: Improving Delivery Efficiency.

30. Order Entry
By clicking on the quantity field, the user can bring up a Volume Calculator to help determine the correct quantity. Most helpful with COD Orders.
Advanced Order Entry: Improving Delivery Efficiency.

31. Order Entry Enhanced Prefix / Order Lookup
Advanced Order Entry: Improving Delivery Efficiency.

32. Order Entry Enhanced Prefix / Order Lookup
Advanced Order Entry: Improving Delivery Efficiency.

33. Order Entry Automatic Caller ID Works with the Contact File
When a customer / contact calls into dispatch the Prefix screen is used to load up information pertaining to this customer / contact:
Project / Contract Records
Deliver To Record
Existing Orders
Previous Orders
Etc.
By having this information populated, it allows the dispatcher to react / take an order much quicker!
COMMANDseries CS08 V3 Overview.

34. Scheduling an Order

35. Scheduling an Order
When taking an order, the initial scheduling information can be entered on the main part of the Order Entry screen with out the need to open up the advanced scheduling editor.
If advanced or additional scheduling options are required, the user may click on the Schedule Loads button.
Advanced Order Entry: Improving Delivery Efficiency.

36. Scheduling an Order
Advanced Order Entry: Improving Delivery Efficiency.

37. Scheduling an Order
By clicking on the Schedule Loads button, an advanced scheduling editor will open.
Advanced Order Entry: Improving Delivery Efficiency.

38. Schedule an Order
By clicking on the Loads Button, the user can manually manipulate the delivery schedule load by load.
Advanced Order Entry: Improving Delivery Efficiency.

39. Economic Sourcing

40. Economic Sourcing
Economic Sourcing is a tool that runs throughout the application:
Jobs
Quotes
Projects / Contract
Orders
Economic Sourcing helps the user by determining the most desirable location / plant that will maximize the margin and profitability:
Sales Price vs. Material & Transport Cost
If for some reason the user overrides the most Economical Source, the system will prompt for a reason code.
Advanced Order Entry: Improving Delivery Efficiency.

41. Economic Sourcing
In Order Entry, you will see a “$” button, next to the scheduling plant or if you open the Schedule Loads, you will also see the “$” button.
Advanced Order Entry: Improving Delivery Efficiency.

42. Economic Sourcing
Advanced Order Entry: Improving Delivery Efficiency.

43. Default Schedule & Pricing Plants in Order Entry

44. Default Schedule & Pricing Plants
You can establish default hierarchies for loading the Schedule Plant and Pricing Plant in Order Entry.
To Setup: User Schedule Plant Default
Two different areas must be configured for this feature
User Schedule Plant Default
{Configuration > Dispatch Tab}
A new form, Schedule Plant Default for Order Entry (EDTSPDO), has been added to {File > System Information > User Schedule Plant Default}.
Advanced Order Entry: Improving Delivery Efficiency.

45. Default Schedule & Pricing Plants
To enter a default sequence:
Enter a User ID or a Group ID
If the Do not Default checkbox is selected, no schedule plant will default in Order Entry for the selected user/group. The user/group will have to enter the schedule plant manually. Checking this box will also deactivate the Priority fields.
Select up to four levels of Priority. Options are:
User login Plant
Economic Sourcing
Customer/Project
Deliver To
Advanced Order Entry: Improving Delivery Efficiency.

46. Default Schedule & Pricing Plants
Advanced Order Entry: Improving Delivery Efficiency.

47. Standing Order Entry

48. Standing Order Entry
Some customers get the same material every single day. To avoid having to re-enter identical orders day after day, COMMANDseries offers support for Standing Orders. A standing order contains all relevant order information except for the order date and the delivery schedule.
Instead of entering in a specific order / delivery date in to the Order Entry editor, an “S” is entered to represent “Standing”.
Typically a name is given to the Standing Order instead of a number.
Advanced Order Entry: Improving Delivery Efficiency.

49. Standing Order Entry
Advanced Order Entry: Improving Delivery Efficiency.

50. Standing Order Entry
Advanced Order Entry: Improving Delivery Efficiency.

51. Contract Integration

52. Contract Integration
In CS08 3.X, the concept of a contract has been introduced.
Contracts are very similar to a project with a couple of key differences:
A project contains both commercial terms and delivery information for a single delivery point.
A contract contains only the commercial terms
A new entity has been introduced called “Deliver To”
A contract can now govern many different delivery points (Deliver To’s)
A “Deliver To” can be associated with more than 1 contract.
Advanced Order Entry: Improving Delivery Efficiency.

53. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

54. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

55. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

56. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

57. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

58. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

59. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

60. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

61. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

62. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

63. Contract Integration
Advanced Order Entry: Improving Delivery Efficiency.

64. Cash Sales Management

65. Cash Sales Management
The Cash Management option provides a means for managing COD payments. It has several key features:
Quick Customer creation
Payment Entry integrated with both order entry and ticketing
Automatic and manual allocation of payments to tickets
Cash Reconciliation
Reporting
Advanced Order Entry: Improving Delivery Efficiency.

66. Cash Sales Management Cash Sales Management
Ability to record the details around Cash Sales
Ability to reconcile Cash Sales
Ability to allocate payments to orders and tickets
Ability to handle prepayment
Ability to record deposit details
Ability to share information with other users – Head Office
Advanced Order Entry: Improving Delivery Efficiency.

67. Quick Customer Quick Customer
Create a customer on the fly (Quotes, Orders, etc.)
Collect Cash Sales customer data
Allow you to take cash payments much easier against a quick customer – much easier tracking and reconciliation of cash sales
By using a Quick Customer Template, consistent pricing rules and conditions can be established
Unique / Different customer number sequence
Advanced Order Entry: Improving Delivery Efficiency.

68. Quick Customer
Advanced Order Entry: Improving Delivery Efficiency.

69. Cash Sales Management
Advanced Order Entry: Improving Delivery Efficiency.

70. Cash Sales Management
Advanced Order Entry: Improving Delivery Efficiency.

71. Cash Sales Management
Advanced Order Entry: Improving Delivery Efficiency.

72. Cash Sales Management
Advanced Order Entry: Improving Delivery Efficiency.

73. Cash Sales Management
Advanced Order Entry: Improving Delivery Efficiency.

74. Cash Sales Management
Advanced Order Entry: Improving Delivery Efficiency.

75. Cash Sales Management
Advanced Order Entry: Improving Delivery Efficiency.

76. Pricing Authority Display Percentage Discount

77. User Price Authority User Price Authority
Advanced Order Entry: Improving Delivery Efficiency.

78. Display Percentage Discount
Currently, when an order taker exceeds the pricing discount authorization set in COMMANDseries, the Pricing Authority form indicates how much the user has exceeded the discount. Since the user typically also needs to see by what percentage discount has been exceeded, the Pricing Authority form has been updated with two new fields: Extended Price Percentage and Minimum Allowed Price Percentage.
Advanced Order Entry: Improving Delivery Efficiency.

79. Display Percentage Discount
Advanced Order Entry: Improving Delivery Efficiency.

80. Display Percentage Discount
The Extended Price Percentage displays the amount entered by the user, and the Minimum Allowed Price will display the minimum price (either [item price - trade discount] or [item price - user discount], whichever is less, or [item price - trade discount - user discount] for users who have the Configuration flag noted below set to Enable) that can be given to this customer. Percentages will display next to these numerical values.
Note: If you have set the Compute User Price Latitude after Discount flag to Enable on the {Configuration > Projects/Quote tab}, the user discount is computed after the Trade Discount/Zone Adjustment. The entered discount is calculated against the Adjusted Price. If you have set the Compute User Price Latitude after Discount flag to Disable, the user discount is not computed after the Trade Discount/Zone Adjustment. The entered discount is calculated against the Item Price.
Advanced Order Entry: Improving Delivery Efficiency.

81. Journeys

82. Journeys
A journey represents a grouping of deliveries to multiple orders in one truck / delivery cycle.
Originally, the journey logic was only available for mortar deliveries. The logic has been extended to other Item Groups in CMDseries like Concrete, Blocks, etc.
Journeys must occur from the same originating plant.
Mixed products must be compatible to be put on the same truck.
Hauler can be paid for each individual load or for the accumulated journey.
Advanced Order Entry: Improving Delivery Efficiency.

83. Journeys
Advanced Order Entry: Improving Delivery Efficiency.

84. Journeys
Advanced Order Entry: Improving Delivery Efficiency.

85. Journeys
Advanced Order Entry: Improving Delivery Efficiency.

86. CS08 V3.10 Order Entry Preview Multi Product / Schedule

87. Multi Product / Schedule
Order Entry has been enhanced to allow for Multiple Primary Products from the same Item Group be placed on a single order.
Each Primary Product can have its own Delivery Schedule.
Each order is restricted to a total of 10 primary products.
Each primary product / schedule will create a separate line item in tracking and scheduling.
The tab header in the product / schedule are of the form is configurable.
Advanced Order Entry: Improving Delivery Efficiency.

88. Multi Product / Schedule
Advanced Order Entry: Improving Delivery Efficiency.

89. Multi Product / Schedule
Advanced Order Entry: Improving Delivery Efficiency.

90. Multi Product / Schedule
Advanced Order Entry: Improving Delivery Efficiency.

91. Question & Answers

92. Evaluation

93. Please Complete Your Evaluation
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Advanced Order Entry: Improving Delivery Efficiency
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Thank You!
Advanced Order Entry: Improving Delivery Efficiency.