Setting Up Customer Order Entry

When initially setting up customer order entry, perform the following actions:

  1. To set up the system parameter defaults, if they have not already been set up, use the General Parameters form.

    This is where you set up company information, such as company name and address.

  2. Use the Order Entry Parameters form to set up the following:
    • Invoice length
    • Customer order prefix
    • Standard due period
    • Pick list date tracking
    • Compress distribution journal
    • Default text for printing on invoices
  3. To set up invoice categories that will be used to link customers to invoice sequences, use the Invoice Categories form.
  4. To set up numbering sequences for invoices, credit memos, and debit memos, based on date ranges, transaction types, and categories, set up the Invoice Debit and Credit Memo Sequences.
  5. Enter the proper tax codes, billing terms, and ship via codes.
  6. Define the company's customer records using the Customers form.
  7. Enter the company's products using the Items form.
  8. (Optional) Enter cross-references for the customer's and your items in the Customer Contracts form.
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