The sales order header screen provides information about the order you're creating. The information must be looked over carefully to ensure correct delivery.
1. Order type
This shows what kind of order. (For example, a return is a 09-order type.) Regular stock orders will be 01, ship direct will be 04.
2. Ship to – 001
- Confirm this is the correct “ship to” address
3. Customer PO
Some customers require a PO and if they do a note will appear at the bottom of the screen if you try to continue without one. This should be provided by the customer. If the customer does not require a PO the field can be left blank.
4. Ship via
Supply truck delivery (should default to OT)
5. Freight Terms
No freight on this order as it is a stock delivery
6. Payment terms
This customer is net (should pay within) 7 days. Each customer has different credit terms
7. Written by
Who wrote the order
8. Salesrep one
Which sales rep handles this account
9. Entry date
The date the order was entered into the system
10. Required date
Will default to the day after entry date
11. Route number
Which trip this order is currently on
Equipment Delivery YY
There are pieces of equipment that cannot be delivered by a supply truck. For example, a two-door reach in is large, bulky and very heavy for one driver to deliver safely. Special arrangements must be made with the warehouse for delivery. Change the route number to YY. If there is uncertainty whether an order should go by equipment truck, please check with the warehouse manager. Once items are received and ready to deliver, complete the Equipment Delivery Checklist in Cognito Forms.
Helpful Tip
If the customer does not provide a PO; use the name of the person who provided the order
12. Delivery sequence
This field will populate once road show (pg. 46) is complete
F2 after information is reviewed and correct