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Home > Products > Adagio OrderEntry Visual Tour

NOTE: In order to give you a feel for Adagio OrderEntry's user interface, this page contains several screen samples. It may take some time to load. Please be patient.

The order entry process begins by clicking the Orders button on the toolbar, to call up the main order entry window. Once there, you simply click the New button to create a new order, and then select the customer number for the order. You can also specify a ship to address for the order, if you've set up additional ship to addresses for this customer.

When you click OK, a tabbed window appears, first with the header tab displayed:

This window pulls information from the customer file to complete the customer information, on the right side, and uses some defaults for the order information, on the left side. You can modify the fields as needed, and then click the Details tab to do the main work with this order: adding the items the customer has ordered.

On the Details tab, click New to add an item to the order, and then provide the information requested, such as the item number and quantity ordered.

Notice the handy "Qty on hand" grid at the bottom of this window. This shows, at a glance, the number of units for the selected item that are available or backordered at each location, allowing you to make the best location choice for this order.

Once you've entered all of the information for this item, click OK and it gets added to the Detail tab item list. You can click New to add more items, or proceed on to the remaining tabs to complete the order.

     The Bill To / Ship To tab is used to modify the billing and shipping information, if there are order-specific changes from what is found in the customer file and, if used, the shipping address function.

     The Totals tab provides information about the order, including totals before tax, tax amounts, and so forth. You can modify invoice and shipping dates here, or change the customer's terms and discount information.

When you're all done modifying the order and adding items, you simply click OK to post the order. The prompt that appears will vary, depending on whether you are shipping some or all of the quantity ordered. If you're shipping all or a portion of the items ordered immediately, then you'll create an order and an invoice.

If you're backordering all of the items ordered, then you'll just post a new order, but no invoice. In either case, you'll usually have the document numbers assigned automatically by Adagio OrderEntry, so you can just click OK. You'll notice that your new order appears in the main order entry window list now.