Sales Order Maintenance

EDIT AN ORDER

To edit an order, navigate to SALES » Orders » Order List » [Find an order] » Edit. From here you can edit header level items as well as line level items. If the order is in process already, editing an order will immediately effect the changes in process.

PUT AN ORDER ON HOLD

To put an order on hold, navigate to SALES » Orders » Order List » [Find an order] » Edit. Near the bottom of the order head, next to the Update button, you should see the Place Hold button. Clicking on this button displays a field where you can enter a comment explaining the reason for hold. Type in a comment, and click Place Hold to put the order on hold.

After an order has been put on hold, a nofitication indicating the hold status will display near the top of every order page.

If an order is on hold, several actions for the order are disabled, including pick parts, shipment/invoicing, logging of labor, or router / work location updates.

AUTOMATIC ORDER NOTIFICATIONS

Cetec ERP helps you to keep you and your customers on the same page via automatic order notifications. To use this feature, navgiate to SALES » Customers » Customer List » [Choose a Customer] » Notifications (from the left side nav menu). This will take you to the Notifications page for the customer.

From here, notice the Create New Notification button and the pulldown menu to the left. Here are some examples of notifications that you could automate using this screen:

Invoice Email - Send out an email notification every time an order is invoiced.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - This field is not used for Invoice Email.
• Date Type - This field is not used for Invoice Email.
• Email To - Enter recipient email address.

Upcoming Shipment Notifier - Send out an email notification for every open order X days before the Ship, Dock, or Work Start Date. One email is generated per order.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - The number of days, X, goes here.
• Date Type - Choose Ship, Dock, or Work Start Date.
• Email To - Enter recipient email address.

Customer Orders With Upcoming Dates - Send out an email notification of a list of all open orders whose Ship, Dock, or Work Start Date are X days away. One email containing a list of orders is generated. In most cases this is used internally to remind the users of important these dates.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - The number of days, X, goes here.
• Date Type - Choose Ship, Dock, or Work Start Date.
• Email To - Enter recipient email address. Customer Orders With Upcoming Dates is used internally in most cases.

Serial Number Notifier - Send out a list of every serial in a .csv format every time an order is invoiced.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - This field is not used for Serial Number Notifier.
• Date Type - This field is not used for Serial Number Notifier.
• Email To - Enter recipient email address.

Customer Statement Email - Send out a customer statement every X number of days.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - The number of days, X, goes here.
• Date Type - This field is not used for Customer Statement Email.
• Email To - Enter recipient email address.

After you set these parameters, click Update.

Below the update button is the Notification Sent table that tracks every email sent via Automatic Order Notification.