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  • Via the Consumption Sites screen:
    1. Open the Consumption Sites record wherein the site has no Call Order. This means that the Add Order button is visible on the toolbar.
    2. Click the Orders > Add Order toolbar button.
      Image Added
  • Via the Generate Orders screen:
    1. On the Menu panel, click the Generate Orders menu. This will open the Generate Orders screen.
    2. Filter the records in the grid using the fields in the Selection Criteria panel. 
      Image Added
    3. Click the Generate toolbar button.
      Image Added
    4. To review the generated drivers and total number of deliveries and calculated quantity, select the specific customer sites then click the Recap Totals toolbar button.
      Image Added

    5. Recap Totals screen will display. This will list the driver, total deliveries and total calculated quantity of the selected customer sites.
      Image Added
    6. Select the consumption site record in the grid, and then click the Finalize Orders toolbar button. This will create orders on the selected records.
      Image Added
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title17.3
  • Via the Consumption Sites screen:
    1. Open the Consumption Sites record wherein the site has no Call Entry. This means that the Add Call Entry button is visible on the toolbar.
    2. Click

...

    1. the Add Call Entry toolbar button.
      Image Modified
  • Via the Generate Orders screen:
    1. On the Menu panel, click the Generate Orders menu. This will open the Generate Orders screen.
    2. Filter the records in the grid using the fields in the Selection Criteria panel. 
      Image Modified
    3. Click the Generate toolbar button.
      Image Modified
    4. To review the generated drivers and total number of deliveries and calculated quantity, select the specific customer sites then click

...

    1. the Recap Totals toolbar button.
      Image Modified

    2. Recap Totals screen will display. This will list the driver, total deliveries and total calculated quantity of the selected customer sites.
      Image Modified
    3. Select the consumption site record in the grid, and then click the Finalize Orders toolbar button. This will create orders on the selected records.
      Image Modified
Expand
title16.1
  • Via the Consumption Sites screen:
    1. Open the Consumption Sites record wherein the site has no Call Entry. This means that the Add Call Entry button is visible on the toolbar.
    2. Click the Add Call Entry toolbar button.
  • Via the Generate Orders screen:
    1. On the Menu panel, click the Generate Orders menu. This will open the Generate Orders screen.
    2. Filter the records in the grid using the fields in the Selection Criteria panel. 
    3. Click the Search toolbar button.
    4. Select the consumption site record in the grid, and then click the Finalize Orders toolbar button.

...