Order Entry

Module Options

Enter / Change Sales Order <See Screen Shot>
Use this option to create new orders reserving inventory quantities. You may edit or delete existing orders in this option. Invoices and Order Confirmations may be printed here.

Enter / Change Quote <See Screen Shot>
Use this option to create a quote for a contact or customer. Quotes do not affect the Order Entry or Inventory modules until they become orders. VAST will automatically create the order when the status is changed from quote to order. 

Enter / Change Order Templates
Use this option to create templates for sales orders and sales quotes. Templates have no immediate affect on the open orders, existing quotes or inventory quantities. They are designed as a time saving function, maintaining the listing of inventory items that are frequently quoted or sold together.

Enter / Change Recurring Orders
Create recurring order templates for specific customers. Once the template is created, use Process Recurring Orders to create a new sales order automatically, eliminating re-entry of the transaction. If the transaction changes, the recurring order can be edited with no change in the posting procedure. Creating a recurring order will not affect the Inventory, Accounts Receivable or General Ledger module until it is processed and then posted

Process Recurring Orders
Creates active open sales orders from the recurring order templates created Enter / Change Recurring Orders. Once generated, these orders reserve inventory and are available for shipment and invoicing.

Post Invoices
This option posts all invoiced sales orders individually or by batches. Posted invoices update the Accounts Receivable, Inventory and General Ledger modules.

Unpost Invoices
This option will unpost a previously posted invoice. The system will create reversing entries for auditing purposes in the Accounts Receivable, Inventory and General Ledger modules.

Review Invoice History
This option allows you to look up a previously posted invoice for review and/or reprinting purposes. Since this is a review screen, it cannot be edited.

Enter / Change Returns <See Screen Shot>
This option allows you to create return invoices for customers. Return invoices create credit records on the customer's account and increase inventory quantities for the items begin returned.

Fill Backorders
This option will automatically fill backordered quantities in the open orders. The inventory items must have been entered into the Inventory module either through the receipt of a Purchase Order or as an Inventory Adjustment prior to running this option.

Order Entry Reports
Use this option to print all reports pertaining to the Order Entry module.