The New Order Entry screen is used to place all new order information for a customer. All orders entered within this screen must be for inventory items, stocked or non-stocked. Once an order is entered here, it must be processed before shipping or invoicing can be started. New orders can be typed directly into this screen, created by copy order, imported from Auto Quotes or converted from a TRX quote, but they all will enter this screen for review before processing into a real order.
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Item – You can type in an item or press the F9 key to go to the "Find Item" screen to look one up. In some setups, you will be allowed to enter items that are not in the TRX database (You will be taken to the INV Quick Add items screen to create it).
Also, if you enter an item and right click it, you will be given several menu options that will help out in various situations: Detail Search, On Order, Price Look Up, Properties, Show Quantities, and Show Substitutions.
Detail Search – The detail search option will open the Find Item screen
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Quantity Ordered – The amount of an item that you would like to order.
Unit – This is the unit of measure that you will be buying. This will default to the selling unit of measure, but you can change it by pressing F9 and choosing a new valid one for this item. Every item has a unit of measure setup screen. From this screen you can declare how many standard units each unit of measure contains. You can also limit the units that can be used on sales orders. So, if you do not want your sales people to sell an item by the each, you can check a box so that they can not be used on sales orders.
QTY BO – If there is going to be an amount that will be on back order, this will populate on its own. If you see an amount back ordered, it is good to look at substitution items. This box will turn red for any BO that is not generated by Gen PO or drop ship.
Warehouse – The warehouse the order is placed out of. These are branch specific in the Branch Module add on.
Tax – If this item is taxable this box will be checked. You are able to uncheck this box for certain items and leave others checked.
Disc% - You can add a line item discount with certain setups.
Unit Price – The selling price per unit will default in. If the salesperson has the ability to give discounts, this can be adjusted.
Total Price – Total Price is a TRX calculation Field. We will tally the line item on this line.
Item Tier - If Item Tiers are setup, the items will show Green, Yellow, or Red squares based on Tier
See full Tier User guide Here
Note: On leveled tax authorities the levels are based on the line item total and not the order total. Example: The Tax authority calls for a 6% on the first 5000 and only 5% after that. So line #1 on a sales order is for $5200.00 and line #2 is for $100.00 - because calculations will be done on the line item total price and not the total: $5100.00 will be calculated at 6% and $200.00 from the first line will be calculated at the discounted 5% rate. (Instead of $5000.00 at 6% and $300.00 at 5%)
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