See Also : Bizz Wizz : Orders Main Menu , New Order , List Orders , Order Totals , Set Up Orders .
Editing an old or new Order is done on the above screen. This screen
has 3 main modes.
(1. View mode.{ When first loaded} )
(2. Changing the Top eg. Name, Address,
ect.)
(3. Changing the Bottom eg. Parts and
Prices ect. )
ORDER VIEW MODE
The Above buttons change between modes.
The first two button are the bottom and top change modes, the next two let you
move though the list of Orders by clicking them or hold down the [Ctrl] and
the arrow keys [left] for down one Order and [right] for up.
Note: In View mode the [Pgdn] and [Pgup] keys will scroll though
the Invoice pages if you have a multi-page Order .
View Order Totals: On the LOWER RIGHT hand side is a button called
View Totals this let you see totals for { Parts Cost, Total Tax, Total of Invoice,) and also
whether a part filled payment has been made and how much. The Order shows all of the
totals for the Order you have selected or just written; name to whom
the Order was written to, print status and Order status along with other
information.
VIEW MODE OPTION BUTTONS:
Exit: Will exit the Order back to the main menu. It does
not save anything before you exit as it will have already been saved through
previous actions.
Suppliers Notes: Shows the suppliers Note field for a quick look
or edit.
Load Old: Allows you to quickly load a different Order. It
simply asks for the Order number and you can then load it. You could also load
other Orders by using the up and down arrows at the top right hand corner of
the screen. These buttons can also be accessed by holding down the Alt key and
pressing the up and down arrow keys on the keyboard which will allow you to
flick through the invoices one by one.
New: Allows you to write a new Order which is the same as
writing a new Order on the main menu.
Part filled: Is used to move part of order into
the creditors section. (Quantities supplied must be typed into
the supplied field in the order bottom. see Supplied Field in the
Order bottom).
Filled: This button sends the full or the rest
of a part filled order to Creditors for payment.
Print: Will print the Order - depending on the Order
status. Different types of printing can be changed by the set-up button on the
Main Ordering menu.
Print To: This allows you to change printer
drivers and set up your printer. When faxing, select your fax
driver then press the print button and the Order will be printed
to the fax. The fax number will then be loaded in to the
clipboard so it can be pasted (CTL + V) into the fax number field
in you fax software.
All: Will print all unprinted invoices, quotes or job cards.
E-Mail: This will send the Order to an E-mail file (.eml) or a HMTL
file (.html). The E-mail file is made ready to send as E-mail. The HMTL file can
be dropped into your Windows E-mail program as an attachment. The E-mail address
is also sent to the clipboard so it can be pasted (CTL+V) into the address field
in the E-mail software.
Change top: Allows the Order to be put into change top mode. The change mode can be achieved in a couple of different ways. This can be done by pressing the change top button or by clicking on one of the name, address, post code, job number, etc or status fields. It can also be obtained by double clicking on one of these fields. Double clicking will set the cursor on that field to be edited. In change mode the buttons at the bottom of the menu will change. Use one of the previous methods to enter change mode. The buttons at the right of the screen will change to the change mode buttons. The fields for inputting the name, address etc will change in colour as well. This indicates that you are in change mode.
In change mode there are 6 buttons along the bottom. These buttons are:
Save & Exit: This allows you to save any changes you have made
and exits back to the invoice top.
Supplier Notes: Shows the Suppliers Note field for a quick look
or edit.
Replace: This is used for replacing the supplier on this Order. You use replace to replace the account with someone else's account.
Simply typing someone else's name does not change the supplier number, you must
use the replace button. Changing the name and address on the Order top will
mean that when a list of Orders is viewed, the Order stills goes to the supplier
that has that name at the top of the Order.
Take caution when using the replace button if replacing the Order with someone
else's name.
Filled: This button sends the full or the rest
of a part filled order to Creditors for payment.
Print: Will print the Order - depending on the Order
status. Different types of printing can be changed by the set-up button on the
Main Ordering menu.
Setup Printer : This allows you to change printer
drivers and set up your printer. When faxing, select your fax
driver then press the print button and the Order will be printed
to the fax. The fax number will then be loaded in to the
clipboard so it can be pasted (CTL + V) into the fax number field
in you fax software.
Changes to the name and address data can be done by simply typing in the
information or clicking on the Option button to change the status. When you have
made the desired changes click on the Save/Exit buttons to save
the changes. Note this dose not change the suppliers details only
the top of the Order.
For Buttons jump to
Bottom 10 main
buttons.
Order Pages
( Note pages depend on type of Invoice layout )
The Order bottom can have 20 items per screen. There's 20 lines in a
non-multi-page Order and 80 lines
in a multi-page. To go between the top page and the second page simply
press the Page Down or Page Up keys on the keyboard. You can also
click on the Scroll Bar on the right hand side of the screen. If
the second page has not been created, the program will ask if you
would like to create a second page. If you do not need the second
page, ignore the message.
Messages on Order
Descriptions can also be typed in the part number description
field to make up small paragraphs allowing you to put a
description of the job prior to your parts and labour. By turning
on the Word Wrap Option the text will word wrap,
if the next line is blank only.
Entering Parts and Services
The Order bottom allows you to enter parts by typing them in
directly but this method will not add to stock levels. Parts
should be selected from the price book, thereby adding to the on
order levels in the price book. This is done by either
clicking the Find Part button or press the Alt
+ F keys.
When a part is entered from the Price book
any changes made to that parts price, tax or quantity will be
reflected back into the on order within the
price book as the part is linked directly to the price book data
base. To know whether a part is linked or not is quite easily
seen by highlighting the parts description field. If the whole
box is highlighted the part is not linked. If the part number is
not highlighted then the part is linked as you cannot change the
part number of the linked part.
Note: If the Don't Print Part Number is set in the set up, the
whole box will not show as well.
Entering data into the Order bottom is done by simply typing in
the information into the correct field then pressing enter.
To move between lines you can press the down arrow or the up
arrow, or you can click with the mouse on the line you wish to be
on.
Price Field: When entering prices, do not use dollar
signs or commas. The minus sign in front of the number for negative
amounts and decimal points are allowed. The price field shows the current
selling price for this item but when the price field is highlighted, it will
show the unit's buy price. . The selling price will not total until you are off
that line.
When the price field is highlighted you can take the tax off the price {if the
g.s.t. tax has not been taken off the buy price} by pressing [Alt]+[C]
or clicking the small button at the top of the price column. By typing a price
with g.s.t. then typing [C] after will also remove the tax eg. (
220c[enter] ).
Tax Field: In the tax field you can only type
the percentage. If it is 10% tax, only type in 10.
The way the tax is calculated is determined by your Order Setups and is set when the Order is
first made.
Supplied Field: This supplied field is used only
for part filled orders. If an order is part filled then type in
the amount of parts supplied into this field then exit the order
bottom and press the part filled button to send to creditors. If
a second part payment is made just add the amount the last amount
entered in the supplied field the order will only put through the
addition into stock and creditors.
Quantity Field: Can have decimal places and can
also have letters after the number. Eg: For 30 metres of rope you
can type 30.5M for meters. As long as the M goes after the number. Or L for
length, mm for millimeters
Editing Function Keys: There are also quite a
few editing functions which can be seen by clicking on the Help
button at the bottom of the screen or by pressing the [Alt[
+ [H] keys. The Key Help button will
pop up a window in the middle of the screen. This will show you
all of the functions which can be used. All of these functions
are used by holding down the [Alt] key and the
corresponding letter key.
Alt + T: This puts in a total amount line on
the Order which totals all items on the Order to that line the
total was entered on and gives you the total.
Alt + S: This puts a sub-total on the Order. A
sub-total gives you a total of all parts from the last sub-total
or total in the list to the line that you are on.
Alt + Insert: This will insert a new line before
the line you have highlighted.
Alt + Delete: This deletes the line that you
have highlighted.
Alt + F: This allows you to jump into the price
book to select parts.
Alt + [Left Arrow]: The left arrow will move
back one cell.
Alt + B: This blanks out the line highlighted.
Along the side of the screen is 10 main buttons.
These buttons are:
Exit & Save: This will exit from the Order
bottom and save the data to disk.
Find Part: This allows you to jump into that
price book to select and bring back parts.
Key Help: This shows you the Key Help windows,
showing the editing function detailed previously in the section
under Editing Function Keys above.
Abort: Will abort any changes made within this
editing session and also replaces any stock back into the price
book.
Print & Save: Will print the Order and save
it.
Multi Pages : This button is activated when ever
there is only 1 page present. If 2 pages have been created then
this button is not activated. By selecting this button, screen
2,3,4 will be created.
Note: Number of pages depends on the Order Layout.
Delete Multi Pages 2,3,4: This button is activated
whenever there is more than page 2 present. If page 2,3,4 has not
been created then this button is not activated. By selecting this
button, page 2,3,4 will be deleted.
Word Wrap: when typing text will go to the next line automatically. Only
if the next line is blank.
Check Spell: This will allow you to check the
spelling within the part number and description field. Words with
numbers at the beginning of them will be ignored. When this
button is pressed the spelling on each line will be checked. If a
word is found that is not in the Check Spell Dictionary the spell
check Order bottom window will appear. Any words that have been
found to be miss spelt have several options they are:
Option 1: Ignore - misspelt word.
Option 2: Ignore All - re-occurrences of that
misspelt word within the Order bottom.
Option 3: Change - Will allow you to change the
word with any one word from the suggestion list that is
highlighted. In-turn, corrects the spelling.
Option 4: Change All - Will allow you to change
all re-occurrences of that word within that Order bottom.
Option 5: Add - Will add the misspelt or
unrecognised word to the dictionary therefore the next time it
appears it will not be recognized as misspelt.
Option 6: Cancel - This will cancel and close
Check Spelling.
To close the Order bottom, press the Exit & Save Button.
See Also:
Bizz Wizz : Orders Main Menu , New Order , List
Orders , Order Totals , Set Up Orders , Order
Bottom .