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Features | Override
Feature | Starting a Ticket
Shown below is a sample Header Screen
Continue
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- Purchase Order (PO) entry field. If a PO is required
your Sales personnel must key the data in this field.
- Ship to address available for data entry. Key in the
information if the delivery site is different than the Bill to address.
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When you initiate a Sale all previously assigned customer features are displayed.
You can (at your discretion permit overides on a per ticket basis.
- Delivery Date (today's date displayed you can change this
date if necessary)
- PL - Price Level: IBS permits up to 10 different price
levels (5 standard price levels + 5 cost plus price levels). Your customer default
is displayed. Change as necessary.
- P$ - Print prices on Delivery Tickets (Y/N): Many
contractors and sub-contractors prefer not to have prices printed on delivery tickets.
Your customer default is displayed. Change as necessary.
- Sales Credit: Sales person making the sale or delivery
ticket.
- Assigned Salesman: Sales person assigned this account (if
using commission options)
- Order date: Dale order is placed.
- Please note that IBS tracks Order Date, Delivery
Date, and Date of Invoice.
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Once you are ready to begin your Sales Order you can select
whether to
build an Invoice or Delivery (Picking) Ticket.
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