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Entering the Sales Order Module
There are a number of functions regarding Sales Order Entry that should be established at the initial installation of ManEx.
The following Prerequisites are required for Entering a New Sales Order:
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After activation, "Sales Order Management" access for each user must be setup in the ManEx System Security module. Users with “Supervisor Rights” will automatically have access.
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The Numbering System for Sales Orders and Work Orders (manual or automatic entry) - Manual entry will require that the user keep and maintain separate written logs of number usage.
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Customer Information (must be completed before initiating a Sales Order).
- The Customer Product Numbers (for assemblies) must be established in the Inventory Control Mgmt module, along with a BOM in the Integrated BOM & AVL module (must be completed before initiating a Sales Order).
- Sales Type & Price Itemization must be setup.
- If the Sales Order is being used to sell inventory from the stockroom, then the inventory part numbers must be setup in the Inventory Control Mgmt module. (User may also enter non-inventory items on a Sales Order with no prerequisite requirements).
Optional Prerequisites for Entering a New Sales Order:
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