Search Bar: OEET
Menu: Sales > Entry > Order
Bookmark: OEET – Order Entry
Enter the Customer # by typing the customer number or part of the customer name and select from the list. Alternatively, click the magnifying glass to open up the customer lookup window.
The Warehouse should default in. If not, enter the Warehouse.
Order Type: Quote
Ship To: If the customer has multiple ship to set up, a ship to must be selected. The ship to code can be typed or use the magnifying glass to lookup the ship to. Most customers DO NOT have ship to, so this step may not be applicable.
Customer PO#: If the customer issues official PO’s, enter the PO number.
Note !! Note !!
It is recommended that something identifying be entered in the Customer PO number field for your reference and the reference of the customer. It can be the name of the person placing/picking up the order. It can be the job description that the parts are for. In the case of OTC, it should be the name and phone number of the person purchasing so that we have some way to get in contact with them if there is an issue later.
A popup box appears for your login information
Enter your Sx.e login, press <TAB>
Enter your Sx.e password, press <TAB>
Leave the Cash/Acct field as default from Customer
Click <NEXT>
Enter the products and quantities to be quoted. See Multiple Line Entry Type for more specific instructions for available line entry screens. Note that if you need to change a price this is done in the Advanced Line entry screen and only if security allows.
Click <SAVE> if you made changes on the Customer Order Settings screen.
Click <Left Arrow>, upper left, to leave this screen.
Clicking <Taxes & Totals> displays the Total amounts as well as the Margin $ and % for the Quote order.
Click <FINISH>.