Tasks Menu in OrderEntry

These commands are available when you work in the Order screen.

Print barcode labels
Process Entered Orders
Shipment
Invoicing
Change Order Status
Receipts
Adjust Inventory
Archive Orders

 

Print barcode labels

Displays the Print Barcode Labels submenu which enables you to print bar-code labels for Internal use only or On customer, for external use by your customers.

In case you choose 'Internal use', SOSET will print order numbers with barcodelabels successive order.

In case you select 'On customer' you have to enter the customer number. Labels will be printed with the customerID and the successive order numbers.

Make sure the print settings are set correctly in the Preferences from the File menu.

 

Process Entered Orders

Starts processing all entered orders in the SOSET OrderEntry. The Order Status changes automatically from Entered into Processed. A list of these orders will be printed, next to packing lists, order confirmations (when checked) and the run cards for the stock products.

 

Shipment

Displays the Shipment submenu which enable you to finish the order execution.

In Box.
Changes the status of order items into In Box and will print a list of all items. You enter the OrderID and partnumber and the Boxnumber. As soon as all order items are reported In box, the order is ready to ship.

Use this option even when you do not use barcoded boxes as described in the Introduction to SOSET The shipping list will not only show customer and order-information, but also the boxnumber in which the products are stored.

Ship.
Changes the status of order items from In box into Ready to Ship and a list of all relevant items will be printed. In the appearing box you enter the shipping date and whether you want information about the large shipmentrun or the small shipmentrun. This list will include all rush orders. The shipping list will not only show customer and order-information, but also the boxnumber in which the products are stored.

Shipped.
Changes the status of order items from Ready to Ship into Shipped and a list of all relevant items will be printed. The shipping list will not only show customer and order-information, but also the boxnumber in which the products are stored.

 

Invoicing

Displays the Invoicing submenu in which you can select various options to print the invoices. You have entered the preferred invoicing procedure in the Customer menu. In the Tasks menu you can select an invoicing option to invoice your orders and receive printed proof of it at the same time. You can invoice only the current order, or you can invoice all orders. In case an invoice-run has been started all other stations who try to start invoicing or a shipment-run (with invoicing) will be notified by the question: User-X is running invoice-run. Is this correct?
HOWEVER: Handle this with care! If you answer NO, it might happen that the two invoice-runs have the same order-numbers.

When you invoice the current order or all orders (with the 'Ready to bill' status), the orders receive the invoice status 'Invoiced'. An invoice will be printed next to the SOSET OrderEntry invoicable orderlist and the SOSET OrderEntry Sales journal. The SOSET invoicable orderlist gives an overview of all orders to be invoiced. The SOSET OrderEntry Sales journal is the report you use for your accounting system.

• Current Orders invoices the current orders.
• All Orders displays the Invoice Options dialog box which allows you to choose between Batch invoicing and Direct invoicing.
• Batch invoices and print only the batch invoices. In the dialog you select the invoice frequency. This is the preferred number of days you want invoices between to be sent to your customer. Every time the bookkeeper starts an invoicing session, SOSET OrderEntry will involve only those orders with an invoicing frequency between the time interval of the actual invoicing.
• Direct invoices and print the direct invoices. Now you choose to have all orders printed with the label Direct invoicing, that means invoicing procedures are done every time an invoicerun is performed. You also can invoice and print the invoices of all customers or on CustomerID or on Customer group. You can search on customer(group) and customer(group) ID. Clicking the OK-button, starts the invoicing and printing process
• Print on Invoice run prints invoices On Invoice run.
• Print on InvoiceNr prints invoices On Invoice number.

 

Change Order Status

Displays the Status dialog box which allows you to change the status of the order. You can view the order status at the upper-right of the Order screen. Shortcut: Ctrl +X

 

Receipts

Enables you to print receipts, belonging to the orders in your SOSET OrderEntry.

 

Adjust Inventory

Enables you to adjust your inventory automatically. Dependent on the reorder level you have assigned to a product in the Product screen, you can view when a product should be reordered.

 

Archive Orders

Displays the Archive Orders dialog box which enables you to archive your orders. You enter an orderno. (either manually or with a guntype scanner) and SOSET will put this in an archive location (the latter consists of month + day + serial number). The dialog shows the last ordernumber that has been archived and the archive location belonging to it. The 'Reset' button enables you to start afresh at the beginning of a new filing session. The archive location can be viewed at the left bottom of each archived order in the Order screen.

 

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