Prelude
Step-by-step guidance for completing common Prelude tasks, including customer management, order processing, inventory, purchasing, and returns.
Prelude Basics
Sales Order Entry
- How Do I Start and Complete a New Sales Order?
- How Do I Review the Sales Header Screen in Prelude?
- How Do I Add Previously Purchased Items to an Order in Prelude?
- How Do I Add New Items to an Order in Prelude?
- How Do I Duplicate an Order?
- How Do I Use Backorder All?
- How Do I Enter a FedEx Order in Prelude?
- How Do I Enter a Salesman Delivery Order in Prelude?
- How Do I Change the Trip on an Existing Order in Prelude?
- How Do I Manually Print a Pick Ticket in Prelude?
- What Is Assemble and Hold in Prelude?
- What Order Completion Alerts Can Appear in Prelude?
Sales Order Inquiry
Sales Order History Inquiry
Customer, Vendor, and Inventory Inquiry
Order Tracking and Expediting
- How Do I Add an Expediting Note in Prelude?
- What Do the Order Log Codes Mean in Prelude?
- How Do I View the Order Log in Prelude?
- How Do I Review and Release Orders on Administrative Hold in Prelude?
- How Do I Expedite a Stock Item That Is on Backorder in Prelude?
- How Do I Expedite a Special Order in Prelude?
Order Acknowledgements
Returns
Star Commands
Quotes and Pricing
Credit Memos
Customer Setup and Payment
- How Do I Authorize a Credit Card Order?
- How Do I Find a Credit Card on a Customer Account in Prelude?
- How Do I Authorize a Credit Card for an Order in Prelude?
- How Do I Process a Credit Card Deposit and Send a Deposit Receipt?
- What Does the Customer Maintenance Form Look Like?
- How Do I Set Up or Make Changes to a Customer Account?
Sales and Customer Service Resources
- How Do I Complete the Opening Order Check-In Sheet Process?
- Who Do I Contact for Operations Support?
- What Customer Service Reports Are Available?
- What Are Cut Off and Road Show?
- What Are Order Guides?
- How Do I Use the Expediting Report?
- How Do I Compare Customer Sales This Year vs. Prior Year? /CPSI