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Part Sale Order (Reservation) Window

Reference: 23749

Details

In Part Sale Order Window, changes have been made for enhanced usability and visual presentation. Refer below sections for details of changes.

Changes in Tabs

Renaming of Tabs

In the Part Sale Order window  the below listed tabs have been renamed.

Tab Previous Name

Tab Current Name

Information

Main

Payment

Billing Info.

Shipping

Shipping Info.

Sub total

Other Charges/Summary

Addition of New Tab

A new tab 'Defaults/Taxes has been in the Part Sale Order window list.

Fields present in Defaults/Taxes Tab.

  • Tax  Info fields.

    • Destination

    • Origin

    • Is Taxable (check box)

  • Tax Details section  (displays list of tax schedules applied for the order).

Changes in Fields

Addition of new fields

 

Field

Description

Tab Name

1

Customer

Displays Order Customer / Allows to change order customer.

Main Tab (previously Information tab)

2

Sales Person

Displays Order Salesperson / Allows to change order customer.

Repositioning of fields

The below listed fields and sections have been repositioned to other tabs.

 

Field

Field Previous Location

Field Current Location

1

Tax Details section

Sub Total Tab

Defaults / Taxes

2

Tax  Info fields

  • Destination

  • Origin

  • Is Taxable (check box)

Sub Total Tab

Defaults / Taxes

3

Expense Branch

Information Tab

Billing Info.

4

Will Call (Check box)

Shipping Tab

Main Tab

5

Ship Complete (Check box)

Shipping Tab

Main Tab

Removal of Fields

The below mentioned fields has been removed from within the Order Tabs.

 

Field

Comments

1

Equipment Salesperson

 Fields present in Main Tab (previously Information Tab).

2

Parts Salesperson

3

Delivery Via

Field present in deleted tab 'Freight'.

4

Return Via

Changes in Tool Bar Icons

Removal of Icons from Tool Bar

The below listed icons have been removed from the Tool Bar icon list.

 

Icon

Feature

Feature - Alternative Access Location

1

image-20240728-230441.png

Credit Core

 N /A

2

image-20240728-230456.png

Receive Core

 N /A

3

image-20240728-230515.png

Pay Due

Actions Menu - Pay Due Deposit

4

image-20240728-230527.png

Pay Advance

Actions Menu - Pay Advance

5

image-20240728-230537.png

Assign

Actions - Assign

6

image-20240728-230548.png

Comments

Order Line - Right Click menu - Comments

8

image-20240728-230557.png

Expand / Collapse

Order Line - Right Click menu - Expand / Collapse

9

image-20240728-230608.png

Find

Edit Menu - Find

10

image-20240728-230616.png

Paste

Edit Menu - Paste

11

image-20240728-230627.png

Copy

Edit Menu - Copy

12

image-20240728-230639.png

Cut

Edit Menu - Cut

Illustration - Parts Sale Order (Quote) Window - After Change

Figure 1.0 Equipment Order (Quote) Window - Tool Bar

image-20240728-224530.png

Figure 1.1 Main Tab

image-20240728-224539.png

Figure 1.2 Customer Tab

image-20240728-224551.png

Figure 1.3 Billing info Tab

image-20240728-224601.png

Figure 1.4 Shipping Info Tab

image-20240728-224612.png

Figure 1.5 Defaults/Taxes Tab

image-20240728-224623.png

Figure 1.6 Freight Tab

image-20240728-225932.png

Figure 1.7 Other Charges/Summary Tab

image-20240728-224635.png
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