Order Entry
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      How to enter an order in FDM4

      Walk through the steps for order entry in FDM4.

      This article covers the basic steps for order entry. We  will walk through the following steps:

      1. Starting a New Order
      2. Order Information Screen
      3. Style Entry
      4. Services
      5. Freight
      6. Remittance
      7. Review & Complete

      Starting a New Order

      • Run Order Entry.
      • Enter a customer number, or use the help lookup (🔍) to search for a customer.
      • Select the Order Type and click Next.

      Order Information Screen

      • Select Accept Ship to > No.
      • Pick an Address Number by using the Help Lookup (🔍).
      • Verify the Attn Name and Email address.
      • Add an Order Description and Update Dates if required.
      • Click Save  & Close.

      Style Entry

      • Type in a SKU or use the Help Lookup (). See this article for help.
      • Select a Color.
      • Enter an existing Design #, click (...) to view existing designs, click Quick Design to create a new design OR click Next to bypass design for non-decorated orders.
      • Select a Warehouse and Commit Quantities.
      • Price your items, and if entering a custom order, enter the cost.
      • If you have more styles to add, click Change Style and repeat these steps. Once you are finished adding products, continue to the Services Tab.

      Notice weird sizing when committing quantities? Try hovering over the size in that top row of the chart. It will show the size linked to that on the backend. This is a display issue with FDM4. 

      Services

      • For decorated orders, use the services tab to verify decoration pricing. The Line Charge reflects the suggested sell price. 
      • For all new designs, leave Proof Required checked. The system defaults to proof required, so unless you are reusing an existing FDM4 design, always leave it checked. 

      Freight

      • Use the freight tab to adjust freight costs. (Click Edit > Freight Options).
      • Update the Ship To address information if necessary.

      Remittance

      • The Remittance will always default to the terms set on the customer master. Access this tab if you wish to change terms (for example, changing an order from Net30 to CC) or if you wish to add a Credit Card. 

      Save and Complete

      • When ready to compete your order, click Review and Complete.
      • You may see warnings or errors on this screen. Errors must be resolved, but you can move forward with any warnings. Click Verify Order.
      • You will be prompted to select where you wish to send the order confirmation. The customer's email address that was entered on the Order Information Screen will appear. If you wish to NOT email the customer, click "Toggle Print". If you wish to change the email, click "Select Printer" and enter a new email. 
      • Click Finish Order.

      45 STEPS

      1. The first step is to open FDM4 and click Run Order Entry.

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      2. If you do not have Order Entry saved to your favorites, click the Search icon on the bottom.

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      3. Search for Order Entry and click to launch this tool.

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      4. Start by entering a customer number or use the help lookup (magnifying glass) to search for a customer. Then click Next.

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      5. The system defaults to Quote Order.

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      6. Select Quote Order.

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      7. Click Next.

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      8. Click [Select a Response].

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      9. Select No.

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      10. Next we will choose the Address Number for this order. An address number attributes this order to the sport/activity and contact.

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      11. Click the help lookup to load a list.

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      12. Click Select on Boys Soccer.

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      13. Verify your Rep Number. If incorrect, change it here.

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      14. Enter an Order Description.

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      15. Click Save and Close.

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      16. You are now on the Style Entry tab. To look up all the style numbers in FDM4, click the three dots.

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      17. Let's look for soccer balls. Type your search criteria in the space provided and click Search.

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      18. Locate the item you wish to add and click Select.

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      19. Click the three dots next to color.

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      20. Click the color or if it is a standard color like this, click No Color.

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      21. Since we are not decorating this item, click Click Next after design.

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      22. Select the warehouse where you wish to commit this order. Note the warehouse inventory will appear. If no inventory, select MF - Manufacturer Warehouse.

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      23. Type in the quantity and click Commit.

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      24. Click the price below the quantity to update the selling price.

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      25. Type in your new price and hit Save.

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      26. If you wish to add more products to this order, click Change Style. The items you committed will remain on the order.

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      27. If you wish to add more products to this order, click Change Style. The items you committed will remain on the order. Next click Freight.

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      28. All orders committed from the MF Warehouse will show $0.00 freight.

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      29. Click Edit.

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      30. Click Freight Options.

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      31. Click Override Freight.

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      32. Click Save.

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      33. If you wish to add any customer-facing or non-printable comments, click Comments.

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      34. Click Add.

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      35. Choose from O/E Header and Non Printable. The other comment types are not used.

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      36. Click Close.

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      37. Click Close.

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      38. Click Remittance if you wish to change the terms.

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      39. Click Review and Complete.

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      40. Click Verify Order.

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      41. Review the document and then click Complete Order.

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      42. Your order is complete. Where do you wish to send the order confirmation? It will default to the addresss number contact email, but you can change it by clicking Select Printer.

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      43. Change the Email and click Set Printer.

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      44. To finalize, click Finish This Order.

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      45. That's it. You're done.

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      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2204796/FDM4---How-to-enter-an-order