1.4.3. Customer Order Entry

One of the primary focuses of the Tracker Enterprise Management system is to manage and monitor the steps needed to fulfull a customer order.

Tracking and management begins the moment an order is placed and is completed when the customer has paid their bill in full.

In this tutorial, we are going to use the Customer Order Entry module to enter a new order for a customer.


To enter a new order for a customer

Step 1 - Select a customer

Start the Customer Order Entry module by clicking the Navigation menu   icon.

When this is done, the Customer Selection screen (shown below) will be presented.



Use this screen to choose the customer to enter the order for

There are five query fields provided on this screen to help locate a customer in the database.

Enter values into the query fields as needed to identify a customer and click the Query command button. The matching set of customer records from the database will be loaded into the grid.

When no values are entered into the query fields, all records in the database will be returned.

Next, locate the desired customer shown in the grid and click on the customer so the row is highlighted.

Next, click the OK button to open the selected customer account.

When this is done, the Customer Account screen (shown below) will be presented.



Step 2 - Create a new order

On the Customer Account screen, click on the Orders tab, so that the following screen is in view.



Next, click the New Order button to create a new order record and open it using the Customer Order Details screen.

When this is done, the Customer Order Details screen (shown below) will be presented.



Step 3 - Add requested items to the order

To add products to the Products Ordered grid, click on the requested product shown in the Products Available grid and click the '<' button to add the product to the order.

When this is done, a Quantity and Options verification screen will be presented. Enter the desired options and quantity of product ordered and click the OK button.

Once this is completed, the new entry will appear in the Products Ordered grid, and the totals will update accordingly.

Step 4 - Place the order

Once all requested items have been added to the Products Ordered grid, click the Place Order button to save and place the new order.


Step 5 - Where did it go

What happens to the placed order next depends on product availability.

Whenever a customer order is placed, the Tracker system checks inventory levels for each item ordered.

Depending on material availability, the order may immediately be ready to ship, or the order may be held up due to the need for a production run or purchase request.

The following graphic depicts this relationship.




So when an order is placed, one of three things will happen

1. All items are available in inventory and the order will appear on the Inventory Manager screen for fetching.
2. The order is placed on hold, and a production request has been generated for the Production Manager program
3. The order is placed on hold, and a purchase request has been generated for the Purchasing Manager program.

When dependencies have been generated, the customer order will wait until the completion of the dependent steps.

Upon completion, the customer order will then appear as ready to fetch.






   Index     Home