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Orders In Enterpryze can be based on a Quote in full or part or created directly from the order screen. Orders can also be created from the Van Sell App. Orders in Enterpryze work the same as they do in SAP Business One.

You can add up to 100 User Defined fields per activity and decide to have them just in Enterpryze or map them to UDF’s in SAP Business One. These UDF’s are at a header level not at a line level. To facilitate additional information at a line level Enterpryze uses the comments field from SAP Business One.

Orders supports the image function at a stock level so users can see a preview of the item they are selecting for the Order. These images are stored in Enterpryze and do not sync to SAP Business One.

Orders can be copied to Deliveries in full or part. This link will be visible in SAP Business One

The 2 screens that Quotes appear in are

360You can view a list of your Orders or all the companies Orders (with access rights) in 360. there are also 3 Enterpryze Analyze   dashboards that display the Total New Orders this month, The value of Orders created over the last 12 weeks and the Total value of open orders. These are available for the current logged in user and the whole company

Orders listing – This provide a comprehensive listing of all Orders in a grid format. Users can define the fields that appear in the grid to include user defined fields. Any field in the grid can be searched, filtered and can also be exported to excel.

Creating or editing Orders

You can create or edit Orders in Enterpryze and view or edit Orders created in SAP Business One. The master data comes directly from SAP Business One including Customers, Stock, Special prices and tax calculations. The sales person is a user in Enterpryze and is linked to an employee record in SAP Business One’s HR record which is linked to a sales person in SAP Business One.

Key Features

Supports all SAP Business One special prices functionality

Serial numbers (doesn’t support batch. Due to be released Q4 2018)

Text line support

Multi warehouse selection at a line level

Supports Unit of measure selection

Add Related Activities

Relationship Map – view related leads, quotes and other related transactions.

Supports multi currency Orders. (does not support customer who have multi currency defined as their currency)

Copy to, consolidated transaction creation and emailing in the Billing Feature

Other functions in Orders

Follow:
Select follow to receive a notification of any update to an activity

Self Service Visibility:
Hide or show the activity in the Enterpryze customer portal. For more information see the Customer One page

Share:
Email details of the activity to the user, the customer or a manually entered email address

PDF:
Download a PDF of the activity details.

Re-occurring:
Have the activity re-occur every Week, month, quarter or year. Re-occurring transactions are created on the Saturday   of each week. Users receive an email of their created re-occurring transaction. These are not re-occurring Quotes In SAP Business   One

Reminder:
Set a reminder and receive notification through the notification Centre – Enterpryze Advyze

Uses for Orders

Commit stock

Customer commitment to an agreed quote

Instigate the delivery of product

Provide the business with visibility of stock requirements and revenue forecasts

Mobile App

Orders are available in 2 Enterprzye Apps. The Enterpryze Sell App and the Enterpryze Van Sell App.

The Sell app and the Van Sell App supports multiple SAP Business One Databases so users can view, edit and create sales orders across multiple Databases.

Key features of Quotes in the Sell App and the Van Sell App

  • Create new customers
  • Create new Quotes
  • Create quotes offline.
  • Support special prices (when online. If offline updates before sync)
  • Email quotes directly from Mobile App
  • Add quotes to multiple databases

Key Features

  • Add text lines
  • View real time stock levels by warehouse (online only)
  • Edit item description
  • View and edit user defined fields

How to videos

Check out our range of videos that take you through each key feature on the browser experience and give a detailed breakdown on how to use each.

Add an Order

This is where you can send your customer/lead a order for goods/services