STARTING AN ORDER
Start by Clicking Orders / New Order on the menu
- You will be brought to the New Order screen where you pick which customer this order is for.
- Enter your PO# (if you don’t have one the system will auto-generate a number)
- You can put in your customer’s PO if you’d like or skip it
- You can name your order: i.e., 2017 recruits
- You can search all aspects of an order so naming will help find it at a later time
- If the order is not a customer order; i.e., you are purchasing stock for your store click NO next to is this a customer order and you will bypass having to pick a customer
- Search for your customer under Choose Customer by starting to type your customers name, the system will search while you type, then click on the customer address box to select
- Once on the product page search for the item you would like to purchase
- You can search by style number or key word – please note Blackinton Style numbers syntax are typically
- LetterNumber-Letter; i.e., B736 or B736-R There is not dash between the first letter and number
- Configure your product and add it to order