Order Tab

 

Field Descriptions

Order No.

SAMS automatically inserts this number, it can not be changed.

Customer No.

SAMS automatically inserts the ID from the individualís record. This can not be changed.

Batch

Enters the batch information.

Sales Rep

Enters the initials of the sales person.

Date

SAMS automatically enter todayís date, but you can change this.

Order Type

SAMS will enter the default Order Type from the AR Type field on the AR screen. This can be changed for each order.

ship via

Enter the initials of the shipping company.

Tax Rate

Enter the default tax rate this individual will be paying.  Enter this as a percent.

Taxable ?

Enter a check mark if this individual is taxable.

Bill To Information

SAMS automatically pulls this information from the Individual Record when you add this record. This information can be changed to reflect a different billing address, if necessary.

Firm

SAMS auto-fills this information when you add this record. This information can be changed.

Address 1, 2

SAMS auto-fills this information when you add this record. This information can be changed.

City, St, Zip

SAMS auto-fills this information when you add this record. This information can be changed.

Telephone

SAMS auto-fills this information when you add this record. This information can be changed.  If using an extension, the data must be entered with an x followed by the extension number - no spaces allowed.  Example:  512-343-1049x102.

Items Section:

Item Code

To view the pop-up, type a "?" and press [Enter]. Item codes and descriptions are defined using the Orders/Product option of the Utilities menu.

Quantity

SAMS defaults 1 for the quantity.

Shipped

SAMS defaults 1 for the shipped.

Tax?

SAMS defaults the tax from the Order Product option of the Lookup Codes menu for Order Entry.

Price

SAMS defaults the price from the Order Product option of the Lookup Codes menu for Order Entry.

Discount %

Enter the discount percent, if any, that will be given to this individual. The discount % will be carried forward on every invoice.

Discount

Enter the discount amount that will be subtracted for this item.

Total

SAMS calculates the amount for this item including any discounts and tax.

Detail

SAMS defaults the detail from the Order Product option of the Lookup Codes menu for Order Entry.

Back Order

If the item is not available, SAMS will insert an amount of the back order.

Group

SAMS defaults the group from the Order Product option of the Lookup Codes menu for Order Entry.

 

Ship Date

Enter the date this order is to be shipped.

Print Date

SAMS will auto-fill this date when you right-click (or F3) and print the invoice.

Job No

Enter a job number if there might be multiple orders for the same advertisements.

Order For

Enter the name or company that the ad might be placed for. Sometimes, a company might pay for an item for another company.

Year/Month

Enter the year and month this ad will run.

Invoice No.

Once the order has been printed, SAMS will insert an Invoice number. This number can not be changed.

Post Date

Once a payment has been made and the GL interface created for this record, SAMS will insert the date it was posted to the GL.

Subtotal

Amount of all items and discounts for this order.

Tax

Amount of tax per item, if any for this order.

Paid

Amount of any payments that have been made for this order.

Balance

The amount due including subtotal, tax, and paid amounts for this order.