To enter a Customer's purchase order number on a Sales Transaction:
- Navigate to the Sales Transaction Complete Sale screen.
- Enter the Customer's purchase order number in the Order No. field.
Before Order Numbers can be entered, the Order Number field must be configured for display and usage:
- The Order Number Display Field Sales Transaction Type Complete Sale Parameter - enables the display of the Order Number.
- The Order Number Entry Field Sales Transaction Type Complete Sale Parameter - prompts the Clerk to enter the Order Number.
The Order Number accepts up to 20 alpha-numeric characters and may be used for tracking and reference purposes. It can be used to locate Sales Transactions with the Edit/View/Print function located in the Transaction Menu when the Transaction Lookup list is sorted by Customer's Order No. and is visible when the Transaction Lookup list is sorted by Customer Number. It may also be used to Filter Sales Reports (the Report Filter is labeled CustOrderNumber and is displayed in the Report Filter syntax as [STH:CustOrderNumber]).
If a Customer's database record Req PO field is enabled, an Order Number must be entered to complete all Sales Transactions for that Customer.
See:
Complete Sale Screen
Sales Manager Contents