ECLIPSE HELP DOC'S

SALES ORDER ENTRY AND SYSTEM HELP DOCS

ALTERNATE DESCRIPTION
ALTERNATE DESCRIPTION Using the print style of “SHOWROOM”, will print the items alternate description ( if loaded at product level) so customers can’t d...
Thu, 26 Aug, 2021 at 10:19 AM
BID FOLLOWUP QUEUE
USING THE BID FOLLOWUP QUEUE   On the status screen of your Bid, you can quickly put the transaction into a ‘queue’ for future reference.  This queue i...
Thu, 26 Aug, 2021 at 10:22 AM
CREATING NEW CUSTOMERS IN SOE
The following are steps for creating a NEW CUSTOMER from Sales Order Entry First try to find the customer by entering their Phone Number to see if they...
Thu, 26 Aug, 2021 at 10:34 AM
STATUS CODES
Note: for the status of "P", disregard the statement of "when a generation with status includes stock items that are not available, t...
Thu, 26 Aug, 2021 at 10:40 AM
UNDERSTANDING HOW SPECIFIED STATUSES WORK
Eclipse “Specified” statuses and  how they work .   Call When Specified (W) -  The order will appear in your Calling Queue on the specified call date/s...
Thu, 26 Aug, 2021 at 10:44 AM
STEPS TO COPY A BID
STEPS TO COPY A BID- This is useful if you need a similar price quote for the same customer or another customer. After you copy a bid, you can edit the n...
Thu, 26 Aug, 2021 at 10:48 AM
INQUIRIES FROM BODY OF ORDER
. INQUIRIES FROM THE BODY OF AN ORDER   Objectives How to access these Inquiry Screens The Inventory Inquiry Screen The concept of the Future Ledge...
Thu, 26 Aug, 2021 at 10:52 AM
HOW TO HANDLE BACK ORDER'S
OBJECTIVES What is the concept of “procuring”? When to procure an item How to use the Schedule screen to “procure/tag and item How to use the Procur...
Thu, 26 Aug, 2021 at 11:16 AM
SALES ORDER ENTRY HEADER CHANGES
SALES ORDER ENTRY HEADER CHANGES   This doc is to help explain what happens when you make a change in the HEADER SCREEN of the sales order when you hav...
Thu, 26 Aug, 2021 at 11:18 AM
WHEN TO USE SHIPPING PURPOSE ONLY PRODUCT
Steps to create a SHIPPING PURPOSE only ticket   There are times when we make a delivery and forget an item(s) on the delivery but the customer was bil...
Thu, 26 Aug, 2021 at 11:25 AM