Welcome! User Conference 2011 Presenter: Jeff Weaver

Major Topics To Be Covered In This Presentation Sales Order Entry Hold for PO Orders Bill Complete Orders Multi-SKU Entry Line Item Routing Inquiring on Sales Orders Line Item Routing Sales Orders

Major Topics To Be Covered In This Presentation Make PO’s from Customer Orders Sales Order Tag Printing Fulfillment/Shipping of Sales Orders Open Item Statements and A/R Aged Trial Balance Receiving Payment from Customers Sales Orders

User Conference 2011

Sales Order Entry Customer Tab Select an Existing Customer or Create a New Customer Select the Ship To for the Order being Created Select the Salesperson receiving credit for the particular sale Sales Order Entry

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Sales Order Entry Header Tab Able to Modify Existing Orders Select a pre-defined Order Type or Receipt Category Select what Store the Order is being processed under Enter a Ref ID or Customer PO# Select the Shipping Method and/or Calculate Freight Enter up to 3 Sales Order Notes Select Hold for PO# or Bill Complete Sales Order Entry

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Sales Order Entry – Hold for PO# Able to default based off the Customer Account Tab > Require PO# on All Purchases Affects of HFPO Invoice Printout – Message “ Holding for P.O.” Statement – Does not print on Customer’s Open Item Statement until the PO# is assigned A/R Aged Trial Balance – Will Print, but does not age until a PO# is Assigned Able to Search for Sales Orders and Invoices setup as HFPO Applying a PO# and Changing Invoice Date Sales Order Entry

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Sales Order Entry – Bill Complete Able to default based off the Customer Account Tab > Invoice Only When is Complete Affects of Bill Complete Partial Shipment – Does Not Print Invoices Completed Shipment – Only One Invoice Will Print Statement – Does not print on Customer’s Open Item Statement until all the Merchandise is Shipped A/R Aged Trial Balance – Will Print, but does not age until completely shipped Invoice Date is the date of the last shipment that completes the order Sales Order Entry

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Sales Order Entry Details Tab Lookup or Create New Items or SKU’s Able to see Qty’s from other locations Ability to Copy Old Sales Orders to a New Sales Order (Re-Ordering Purposes) Ability to Recall a Quote entered through the POS Add Line Notes to a particular line on the Sales Order Able to use a pre-set Wholesale Price for the entire Sales Order Able to Save without a Deposit Sales Order Entry

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Sales Order Entry – Multi SKU Entry Multi-SKU Entry Able to Define Total Qty for an Entire Style Validates the Qty’s for Each SKU of the Desired Style Equal the Total Qty entered Ability to Change Price and Commission Cost for all SKU’s under a Particular Style for that specific Sales Order Ability to Change the Unit of Measure for ALL SKU’s under a particular style Able to adjust the Price and Commission Cost for particular SKU that Requires up-charges Sales Order Entry

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Sales Order Entry – Line Item Routing Line Item Routing Enter Routing on a specific line item List current Routing entries User Defined Operations Text for Location and User ID Date In/Out Selection Qty In/Out Selection Sales Order Entry

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Sales Order Entry Payment Tab Able to define Deposit amount being entered Select the desired Tender View the current Deposits if modifying a Sales Order Save the Sales Order with a Deposit Sales Order Entry

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User Conference 2011

Inquiring on Sales Orders Sales Back Office > Sales Orders > Sales Orders Search based off multiple search criteria Able to View/Edit Sales Orders Print/ Sales Orders View Line Notes and/or Routing Sales Orders

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Make PO’s from Customer Orders

Search based off multiple search criteria Able to search for Sales Orders or Special Orders only Select Items and “Make PO” or “Add to PO” Sales Order Tags Tag Options (Store Setting) Normal One Per Piece – Every SKU, every count One Per SKU – Every SKU, only one for all count Available Fields Standard Inventory Fields Customer Name, Receipt Number, Club ID Make PO’s from Customer Orders

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Fulfillment/Shipping of Sales Orders

Fulfillment/Shipping Fulfillment > Sales Order Invoicing > Perform Shipping Enter the Qty of the items being shipped if partial shipment Ship All in order to avoid manual entry Able to adjust or check freight amount if needed Apply Available Deposits Enter remaining payment or charge Customer’s Account Fulfillment/Shipping

Hold for PO # Able to Partially ship a sales order Sales Order Invoice will display with a “-0, -1, etc.” at the end of the invoice # for each shipment Holding for PO# will print on the invoice if HFPO is flagged and the PO# has not been entered. Bill Complete Able to Partially ship a sale order Invoice will not print for Partial Shipment Completed Invoice will print “-0” at the end for all Merchandise Last Shipment date is the Invoice Date Fulfillment/Shipping

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Fulfillment/Shipping Invoice List Search for Sales Order Invoices based off multiple criteria Print selected Invoices View Invoices Assign PO# on an Invoice Change an Invoice Date Fulfillment/Shipping

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Open Item Statement and A/R Aged Trial Balance

Statements and AR Aged Trial Balance Open Item Statement – Accounts Receivable > Open Item > Open Item Statement Hold for PO# - Does not print on customer’s Open Item Statement until the PO# is assigned Bill Complete – Does not print on customer’s Open Item Statement until all merchandise is shipped AR Aged Trial Balance – Analysis > Analysis > Accounts Receivable > AR Aging Trial Balance Hold for PO# - Invoice prints, but does not age until a PO# is assigned Bill Complete – Invoice prints, but does not age until completely shipped Open Item Statement and A/R Aged Trial Balance

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Receiving Payments

Receiving Payments from Customers POS > Payin on Account Select the Customer making the Payment Select the Tender Method and enter the amount being paid Select Bills Tab Select the Invoices that are being paid Able to change the amount being applied by changing the “Applied Amount” field Receiving Payments

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