TipThe Order Items menu section lets you create an order to request parts, fluid, or fuel from a vendor. The vendor ships the requested items to the specified location. An order can contain one or more item requests.
Tip
To view the Create New Order page, click the Create New Order link.
1. Click the Inventory module.
2. In the Actions section, click Ordering.
The Create New Order page opens.
3. In the Vendor Name list, select a vendor from whom you want to order the items.
4. In the Ship to Location list, select a location to ship the items in the order.
5. Click Continue.
6. In the Create Standard Order dialog box, specify the order details. For more information, refer to Adding the Order Details.
Upon saving the order details, the Order page opens.
7. In the Line Items tab, click the Add New Line Item link.
8. In the Add Line Item dialog box, add an item to the order. For more information, refer to Adding Items to an Order.
You can perform the steps 7 and 8 to add multiple items to the order.
9. To add other charges to an ordered item, click 
. For more information, refer to Adding Other Charges to an Ordered Item.
10. To add additional information related to the order, click the Notes tab. For more information, refer to Adding Notes to Order.
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Note: In the Order page, you can: · Click Finished - Close Order to close the order after receiving the items. · Click Finished - Keep Order Open to keep the order open even after the receiving the items. · Click Finish - Close and Receive Order to close the order and continue to receive the order. · Click Cancel Order to close the order before receiving the items. · Click Print Order to print the order details. |
You can export the Search Results grid in the following formats:
· Microsoft Excel (.xls)
· Microsoft Word (.doc)
· Comma-Separated Values (.csv)
1. Click the Microsoft Excel ( 
), Microsoft Word ( 
), or Comma-Separate Value ( 
) icon in the upper-right corner of the Search Results grid.
The File Download dialog box opens prompting you to Open, Save, or Cancel.
2. Click Save.
The Save As dialog box is displayed with the File Type of the selected format.
3. Browse to the desired location, specify a file name, and then click Save.
The Search Results grid is saved in the specified format at the specified location.
