User guide

ManualsBrandsDraper ManualsHome building and DecorSL6

66 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View

LIKE ITEM CONSOLIDATION

When like Items are entered out of sequence during detailing, they are

automatically consolidated to a single line in the printed invoice and

VIVI

to avoid confusion. Item quantity is changed reflecting the new quantity.

QUICK TO DETAIL NUMBER LINKAGE

If an order was initially received via the Quick process step, the

contents of the original Quick entry history is retained as permanent

record for the order and displayed in the

VIVI

VI. For a Quick to be linked to

the subsequent Detail for the same order, the invoice numbers must be

the same. To ensure that a prior Quick ticket properly passes its invoice

number (usually barcoded) down during the Detail process step (for the

same order only), the system has built-in safeguards.

•

Detailing by Quick Invoice NumberDetailing by Quick Invoice Number

Detailing by Quick Invoice Number—This is the preferred

method since it is fast and guarantees assignment of the original

Quick ticket number to the subsequently Detailed invoice. With

this method, at Customer Lookup (

CLCL

CL) the Quick ticket barcode

number is scanned rather than performing a standard customer

lookup by name or phone number entry. SPOT recognizes the

invoice number and automatically displays the Detail view, placing

customer and Quick information in the

VIVI

VI. The detailing process

proceeds as normal retaining the original quick ticket number for

the newly detailed invoice.

•

Detailing by Standard LookupDetailing by Standard Lookup

Detailing by Standard Lookup—If a standard Customer Lookup

(

CLCL

CL) is performed using customer name or phone number and

existing Quick ticket(s) exist for that customer, the system must

then resolve which Quick ticket will be passed on to the subse-

quently Detailed order. In this case, a dialog appears showing all

outstanding Quick tickets with enough detail to select the proper

one. Note that if a New Invoice is selected from this dialog, an

orphan Quick will result. Orphan Quick tickets have no corre-

sponding Detail invoices and should be deleted. The system Alerts

HPHP

HP will indicate potential orphaned Quicks (quicked but not

detailed).

REDETAIL EXISTING ORDERS

Existing detailed orders can be modified easily by redetailing. This

mode displays the Detail view in preparation for order redetail. The

VIVI

contains the original invoice. Redetailing an existing order is more

efficient than the alternative; voiding the entire order then starting over.

There are two ways to redetail an existing order: