How to enter an order in FDM4

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

Starting a New Order
Order Information Screen
Style Entry
Services
Freight
Remittance
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.