Down To Earth - FAQ

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 Sales Order Entry

Customer Sales Orders Pricing, Web orders, Blanket orders, Backorders, Counter orders, and Custom forms are all adressed in the DTE Frequently Asked Questions for the Sales Order Entry application.

Or visit other Down To Earth Application FAQ links:

Accounts Payable
Accounts Receivable

General Ledger
Inventory
Payroll

Purchase Order
Water Management

How can I assign different pricing to different types of customers?

Very easily and with many choices.  There are five pricing tiers available for customers plus seven different types of special pricing to be assigned to your items. 

I have so many price choices, how can I be assured the customer gets the right price?

You can choose the order of pricing priority or let DTE automatically find the lowest price.  Each company manages their pricing priorities within the Inventory application Controls, PRICEPRIOR and PRICETYPE.

These priority settings consider the customer for all the Special Pricing schemas and pricing levels to insure the right sales order price, every time.

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Can DTE process my web-site orders direct or do I have to re-enter them?

Importing Internet orders is an option, customized for your web-site. Because each web-site generates orders in a different format, there is no standard DTE option for importing web orders. Each of our customers has a special program to receive and process an order generated from their internet site.

It is a matter of combining the data received from the web with the data DTE needs to process the order.  All the identifiers and tags are in place already for internet orders, the only thing missing is what your web order file layout is.

Contact Us  today for more information. 

Some customers want "The same items I ordered last time." How can I easily enter a blanket order?

You can easily copy an existing open or invoiced order with a single shortcut action.  All you need to know is the previous order number and if it is currently open or already invoiced.

The (blanket order) shortcut is enabled when a new order is entered.  Select Copy  to be prompted for the Order number and if it's origin is the Invoice history or Open orders file.  T he new order is then generated with the same data, awaiting any changes necessary that differ. 

Can DTE create a new customer sales order when I backorder an item?

Yes.  You can also decide if you want to keep the same order number or assign a new one.  Each Company has the option to automatically print a new order with a partial shipment -- the AUTOREPRINT Control.  This Control prints a new order automatically when the partially shipped order is posted and cross references the previous order.

The order can simply be re-printed with updated information or be assigned a new order number (REUSEINVCNO and the AUTOORDERNO Controls).

For complete details of exact settings for this option, please link to the Sales Order Entry User's Reference manual, Setting up your Company section for each respective Control.

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My business ships from our warehouse and takes Counter Orders -- Can DTE do that?

Yes.  There is a separate menu selection, "Counter orders" for this very purpose.  Most orders entered are processed by printing a picking ticket, pulling the product, and shipping the order ... but not all.

Selecting Counter orders  from the menu shortens the entry informatin required and bypasses the warehouse all together.  All items on the order are considered "shipped" as they are entered.  Then printing an invoice on the fly while still within the order finishes the process quickly and efficiently.

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Am I allowed to have custom forms with DTE? For either Continuous pin fed or Laser forms?

Any Statement, Invoice, or Order form can be customized for you.  Several standard format options are available within the form Control but any form, within any DTE application, can be customized to fit your specific needs. 

What we need is a sample of the form to be used and the type of printer being used.  The cost of the program changes can usually be determined withing two business days.

Refer to the Sales Order Entry User's Reference manual for more information.  Additional assistance is also available from our Technical Support department.