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Activant Disc
Getting Started with Customer Order Entry
Moving Beyond the Basics Order Entry suite: course 1 of 2
This class is designed for…
New order entry personnel
Objectives
Enter customer ordersPerform order maintenance and inquiriesSource an order from a quote or an existing orderCreate a Blanket Order
This course will NOT cover…
Entering Customer FilesCustomer File Maintenance
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Inventory Assignment
Vendor Lead TimeWhat is it?
Inventory Assignment
TODAY
OCT 1
HA vendor code
2 week lead time
OCT 14LEAD TIME
Entered Date Required Date
Entered Date Required Date
2 weekLead Time
A AB B
Inventory Assignment
Entered DateRequired Date
Entered Date Required Date
2 weekLead Time
A AB B
Inventory Assignment
Entered Date 10amRequired Date
Entered DateNoon
Required Date
2 weekLead Time
B ABA
Inventory Assignment
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Entry
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Maintenance
Order Inquiry
Order Inquiry
Order Inquiry
Order Inquiry
Order Inquiry
Order Inquiry
Order Inquiry
Order Inquiry
Order Inquiry
Order Inquiry
Customer Inquiry
Sourcing
Source From Header or Line itemExisting Order Exiting QuoteInvoicea different customer’s order or invoice
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Sourcing
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Blanket Orders
Summary
Enter customer ordersPerform order maintenance and inquiriesSource an order from a quote an existing order or an invoiceEnter a Blanket Order
For More Information…
Activant DISC Help FilesDocumentation CDVisit Activant on the web: www.activant.com
View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a Support case
Email Professional Services Sales: pss@activant.com
Moving Beyond the Basics: Order Entry
Customer Order Entry Tips, Tricks and Troubleshooting
Troubleshoot customer ordersHandle all customer “special order” requests
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