Group Order Entry

Menu Path: Customer Service Images\bluerarw.gif Order Processing Images\bluerarw.gif Group Order Entry

Purpose

Create sales orders for buying group customers.

Overview

Use Group Order Entry to create sales order for customers included in a buying group. Buying groups are set up in Buying Group Maintenance.

You can create orders from a quote order (for more information, see Quote Orders FAQ). The quote order is used as the source order in allocating quantities of products to customers in the buying group. There are several methods you can use to generate a quote order. You can create the quote order for one of the customers in the buying group. You can also set up a new customer in Customer Maintenance that is only used to create quote orders for multiple buying group orders.

Images\warning.gif Customer reservation processing is ignored for group orders. For more information on customer reservation processing, see Customer Reservation FAQ. Even though orders are created, the orders still may go on credit or margin hold if applicable. There is no warning during this process that this may have happened. The entire quote must be allocated to buying group customers before any orders are created.

Note When an order is created based on a group order, automatic additional charges are not updated automatically. You will need to manually enter or adjust any necessary charges on the order based on the new criteria.

Entering Group Orders

To enter a group order:

  1. Enter a buying group in the Buying Group field. The customers in the buying group appear in the Buying Group Customers grid.

  2. Enter a quote order number in the Order Number field.

  3. Enter an order class in the Order Class field.

  4. In the Buying Group Customers grid, select the customers for which you want to ship to, and create charges. Also, enter any applicable purchase order numbers.

  5. In the Buying Group Customers grid, double-click a customer to include in the order. The O/E Group Billing Item Selection window appears.

  6. In the Order Qty column, enter order quantities for products on the order for the customer.

  7. Click the OK button in the ribbon.

  8. Repeat steps 5 to 7 for other customers in the order.

  9. Click the OK button in the ribbon. The group buying order is created.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Group Order Entry window.

OK

Click this button to complete the group order entry process.

Cancel

Click this button to cancel creation of a group order.

Order Inquiry

Click this button to display Line Items, which allows you to view the line items of the selected quote order.

Main Tab Fields and Buttons

Field or Button

Description

Buying Group

Enter the buying group for the group order, or click the Lookup button to select a buying group. For information on setting up buying groups, see Buying Group Maintenance.

Order Number

Enter a quote order number, or click the Lookup button to select a quote order number. You can only select quote orders.

Order Class

Enter the order class to use for the orders you are creating, or click the Lookup button to select an order class.

Note If the selected order class is set up to default all order line items to be drop shipped, and a product is not allowed to be drop shipped, it will not be drop shipped.

Buying Group Customers

This grid displays a row for each member of the selected buying group. Double-click a row to display O/E Group Billing Item Selection, which allows you to enter ordered quantities for a customer. The grid includes the following columns:

  • Customer Code - This column displays the customer code for customers in the buying group entered in the Buying Group field.

  • Customer Name - This column displays the customer name for customers in the buying group entered in the Buying Group field.

  • Include In Group Billing - The check box in this column is automatically selected when product quantities are allocated to a buying group customer in O/E Group Billing Item Selection.

  • Use Ship to - Select this check box to use the primary ship-to address of the buying group customer instead of the quote order's ship-to address.

  • Create Charges - Select the check box in this column to create additional charges for the buying group customer. This check box is selected by default.

  • Purchase Order Number - Enter a purchase order number for the buying group customer. This is optional.