Tags: Order Entry, Orders, Sales, Training

 Order Entry is the single most important part of the OnSite system.

1.     It is where the bulk of your data entry happens.

2.     Everything entered on an order automatically “flows” through the rest of your system.

a.     Purchasing
b.     Receiving
c.     Production
d.     Shipping
e.     Invoicing

 

 

 

 

 

 

Order Entry Basics

 

 

Procedural Considerations

 

1.    What Order Types will we need for our company?

2.    What forms will we use for each Order Type?

3.    Will we separate different embellishment types onto separate orders or use a single order?

4.    What procedures and training will we need for the salespersons?

5.    Will salespeople enter their own orders or not?

6.  What procedures and training will we need to put in place for people who are entering Sales Orders?

7. You will have more questions…

  NOTE:  You will need guidance from your business owner or system administrator to answer these questions!