Multi-Item / Single Vendor

In many cases one job will include multiple line items being ordered from a single vendor. While slightly more work is involved, thanks to more items of course, entering an order of this type is just as easy as the examples you have just completed.

SCREEN	ACTION
New Job	Keep Job Type set as Standard Job and complete the suggested fields before selecting OK.
New Line Item Type	Keep as Item Code.
Item Data	Choose Item Code and pay attention to any Ordering Instructions.
Vendor/Scheduling Information	Enter or confirm the vendor to be used for the line item. Address each suggested field. Don’t forget to take advantage of the Re-order Date and the Tracking and Follow-up Date.
Line Item Quantities	Enter and confirm the Buy and Sell Quantities. Enter or confirm the Unit Cost and Price.
Line Item	Review all information for accuracy. Utilize options such as Long Description and Instructions, Image, File Attachments, etc. as needed. Commands > New to add the next line item.
New Line Item Type	Keep as Item Code.
Item Data	Choose Item Code and pay attention to any Ordering Instructions.
Vendor/Scheduling Information	Enter or confirm the vendor to be used for the line item (If there is no Suggested Vendor on the Item Record, this will always default to the vendor on the initial Line Item. If a Suggested Vendor exists it may differ from the vendor you wish to use for this job so be cautious). Address each suggested field (Because we have initiated the creation of this Line Item from an existing Line Item most of this data will already be populated saving us re-entry). Don’t forget to take advantage of the Re-order Date and the Tracking and Follow-up Date.
Line Item Quantities	Enter and confirm the Buy and Sell Quantities. Enter or confirm the Unit Cost and Price.
Line Item	Review all information for accuracy. Utilize options such as Long Description and Instructions, Image, File Attachments, etc. as needed. Continue to add line items as needed. Once all line items have been entered, close Line Item dialog to return to Order Entry.
Order Entry	Review all information for accuracy. Make Notes. Address Special Commission issues if necessary. Confirm the shipping address and use Alternate Address if warranted. Continue via Actions > Prepare Vendor Purchase Order.
Prepare Vendor Purchase Order	Address suggested fields. Enter or confirm Shipping Information. Commands > Create Purchase Order.
Purchase Order Editor	Review data for accuracy. To add additional instructions use Options Menu. Once satisfied, File > Save.
Xebra Print Preview	Choose to print, fax or email. Once complete, close all screens to return to Order Entry.