Entering Past Product Orders

When needing to enter several past company product orders, we recommend entering orders that only contain the totals from the original order.  You'll save yourself time and the frustration of trying to get the order totals to balance (due to price changes, and other variables) by adding the products from those orders into your inventory by Taking a Physical Inventory Count, and then Creating a Mock Order.

If your on hand inventory amounts are accurate and you only need to enter a couple of product orders, you can either import, or manually enter them instead. See Create an Inventory Product Order for more information.

Step 1: Create a Blank Order

1. From the Shortcuts form, click Inventory Order (or from the Product menu, select Inventory Order).
2. On the Inventory Order form tool bar click the button to create a new order.
3. Give the order a Description such as (Blank Order - Month).
   
   
4. Enter the Postmark Date from the packing slip in the Date field.
5. Click OK or Save to save the order.
6. Repeat steps 1 through 5 for any additional orders.

Step 2: Mark the Order as Placed

1. Ensure the order is selected, then click  Place  from the tool bar.
2. Click   Yes  to proceed with placing the order.
3. Repeat steps 1 and 2 for any additional orders.

Step 3: Mark the Order as Received

1. Ensure the order is selected, then click Receive  from the tool bar.
2. From the Receive Order form, click   OK   
3. Repeat steps 1 and 2 for any additional orders.

Step 4: Enter Totals from the packing slip

1. Double click on the applicable order, and using your packing slip, enter amounts for Section 1 Retail, Wholesale, Tax (Section 1), Section 2 Cost, Section 2 Tax and Freight.
2. Click   OK   when the Total matches the amount listed on your packing slip.
3. Repeat steps 1 and 2 for any additional orders.