Order pads are tools to quickly enter a customer’s order, especially for customers who:
Order repetitively (using the same subset of products)
Use their own ordering pads where products are arranged in a specific sequence
Want to order products on promotion
Order pads can be exported to Excel to make it easy to send them to customers to help with their repetitive re-ordering process.
Dynamically-Built Order Pads
These order pads are built on-the-fly during order entry by selecting one of the following buttons in O/E Line Item Entry.
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Dynamically-Built Order Pad |
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Recent Purchases |
Click this button to display Recent Purchases Order Pad, which lists products that the customer has purchased in a specific number of days (the number of days defaults from the value entered in the Days for Recent Purchases field in Customer Service Control Maintenance, but you can override this number of days in Order Entry) |
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Promotional Items |
Click this button to display Promotional Items, which lists products with price matrix records that have been selected as being on promotion. |
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Style Order Pad |
Click this button to display Product Style Entry, which lists products with the same style code. |
Pre-Built Order Pads
These order pads must be set up before you can use them. Products in these order pads can be sequenced to appear in an exact order.
There are three possible methods for defining an order pad method in Order Pad Method Maintenance:
Customer (only for specific customers)
Price Book (only for specific price books, or groups of customers)
All (for all customers)
Each method can be active or inactive, can be the default method and has extra fields to be used for customizing the population of the order pad.
After an order pad has been pre-populated in Order Pad Method Maintenance, it can be manually maintained by adding or removing products from it in Order Pad Maintenance. Additionally, if the order pad is not pre-populated, it can be built from scratch.