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In the Vendor/Scheduling Information dialog Tab through the Vendor field to accept Golf Ball Palace as the vendor we will be using for this job. No quote was issued from the vendor so we can either leave this blank or enter NA for non-applicable.
| • | The Ship By Date will be the date that we are asking the vendor to have this job completed and in route to the end user location. We did already leave a 5 day cushion for this job’s due date so we can enter that same date here or, if desired, a date that would be more comfortable. For this example, enter +55 and Tab. |
| • | Tab through the Due Date as it has been populated with previously entered information. |
| • | Re-Order Date is optional but in this case we have learned something very valuable. This job is for an ANNUAL event for our client. Knowing this, we can enter a date for next year that will allow us to be more proactive in our sales efforts. Enter +365 and Tab. Now we can put Xebra functionality to work for us. In a year, we will be running Reorder Reports and this customer and job will appear to remind us that their annual golf tournament is approaching and we will have a great sales opportunity. |
| • | Before leaving this screen, don’t forget to use the Tracking and Follow-up Date at the top. For Tracking, select Customer Quote from the drop down list and, for Follow-up Date enter +3 as we will want to follow up with this customer if we have not heard from them in three days. |
| • | Select OK to move forward to the Line Item Quantities dialog. |
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