1 / 20

Order Tracker

Manage and track information of principals, customers, cities, states with step-by-step guides for creating orders, templates, charges.

costam
Download Presentation

Order Tracker

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. OT Order Tracker

  2. Principal Customer City State Zone Template Charge Create Order Order Details Phase Order Status Phase Wise Search Close Order Search Index

  3. Principal Create New Principal Information Follow the steps below. Step 1: Click on Master -> Principal. Open the Principal Information Screen. Step 2: Write the ‘Name, Address, City, Country, Contact Name, Contact Designation, Pin Code, Fax, Phone1, Phone2, E-mail Address’. Step 3: Click on SAVE button, Message is display ‘Supplier added successfully’, Click on OK button. Principal Information is thus Saved. Step 4: Click on CLOSE button to close the Principal Information Screen.

  4. Customer Create New Customer Information Follow the steps below. Step 1: Click on Master -> Customer. Open the Customer Information Screen. Step 2: Write the ‘Name, Address’. Step 3: Select the ‘City’. If you want to add New City & State then Click on City(+) Sign. Step 4: Write the ‘Pin Code, Fax, Phone1, Phone2, E-Mail’. Step 5: Select or Write the ‘Category’. Step 6: Select the ‘Zone’. If you want to add New Zone then Click on Zone(+) Sign. Step 7: Click on SAVE button, Message is display ‘Customer Saved successfully’, Click on OK button, thus Customer Information is Saved. Step 8: Click on CLOSE button to close the Customer Information Screen.

  5. City Create New City Information Follow the steps below. Step 1: Click on Master -> City. Open the City Information Screen. Step 2: Write the ‘City Name’. Step 3: Select the ‘State Name’. If you want to add New State then Click on State Name(+) Sign’. Step 4: Click on SAVE button. Hence City Information is Saved. Step 5:Click on CLOSE button to close the City Information Screen.

  6. State Create New State Information Follow the steps below. Step 1: Click on Master -> State. Open the State Information Screen. Step 2: Write the ‘State Name’. Step 3: Click on SAVE button to add the new State Information. Step 4:Click on CLOSE button to close the State Information Screen.

  7. Zone Create New Zone Information Follow the steps below. Step 1: Click on Master -> Zone. Open the Zone Information Screen. Step 2: Write the ‘Zone ID, Zone Name’. Step 3: Click on SAVE button. Zone Information is thus Saved. Step 4:Click on CLOSE button to close the Zone Information Screen.

  8. Template Create New Template Follow the steps below. Step 1: Click on Master -> Template. Open the CreationTemplate Screen. Step 2: First Select the Phase. Step 3: Click on BROWSE(---) button, Select the file. Step 4: Click on SAVE button, Message is display ‘Template Saved Successfully’, Click on OK button, thus Template is Saved on Selected Phase. Step 5: Click on CLOSE button to close the Creation Template Screen.

  9. Charge Create New Charge Information Follow the steps below. Step 1: Click on Master -> ChargeMST. Open the Charge Information Screen. Step 2: Write the ‘Charge Name’. Step 3: Select the ‘Charge Action’, Charge Action (+) : Add the Charge in Total value. Charge Action (-) : Subtract the Charge in Total value. Step 4: Click on SAVE button. Hence Charge Information is Saved. Step 5: Click on CLOSE button to close the Charge Information Screen.

  10. Create Order Create New Order Follow the steps below. Step 1: Click on Order -> Create Order or Click on Create Order. Open the Create Order Screen. Step 2: Change the Our ‘File No.’ & Select the ‘File Creation Date’. Step 3: Write the Customer ‘Order No.’, Write or Select the ‘Order Type’ & Select the ‘Order Date’. Step 4: Select the ‘Principal’, Write the Principal ‘Quotation No.’ & Select the ‘Quotation Date’. If you want to add New Principal then Click on Principal(+) Sign. Step 5: Select the ‘Customer Name’ & Change the ‘Address’. If you want to add New Customer then Click on Customer Name(+) Sign. Step 6: Write the Our ‘Quotation No.’ & Select the ‘Quotation Date’. Step 7: Click on ORDER DETAILS button. Open the ‘Order Details’ Screen. Fill & Save the Information in Order Details Screen & Close the Order Details Screen. Step 8: Click on SAVE button, Message is display ‘Order Saved Successfully’, Click on OK button, thus Order is Saved & Order Details Screen is Close.

  11. Order Details Create New Order Details Follow the steps below. Step 1: Click on Order -> Create Order or Click on Create Order. Open the Create Order Screen. Fill the Information in Create Order screen. Step 2: Click on ‘Order Details’ button. Open the Order Details Screen. Step 3: Write the ‘Part No., Part Name, Quantity, Price, Units’. Step 4: Write the ‘Payment Terms, ICA Payment Terms, Remark’. Step 5: Select the different Charges & Write the Corresponding amount in Column. Step 6: Select ‘Currency & INCO Terms’. Step 7; Write the ‘ICA Commission’. Step 8: Click on SAVE button, Message is display ‘Order Details Saved Successfully’, Click on OK button. Order Details is thus Saved. Step 9:Click on CLOSE button to close the Order Details Screen.

  12. Phase Create New Phase Follow the steps below. Step 1: Double Click on Selected Order. Open the Phase Details Screen. Step 2: Right Click on the Selected Phase and Click on Add or Double Click on Phase for which you want to Add Details. Step 3: Click on SAVE button. Hence Selected Phase is Saved. Step 4: Click on CANCEL button, Not Save the Phase Information. Step 5: To Modify the Previous Details. 1. Select the Phase for which to Modify, 2. Select the Phase Details from Previous Communication, 3. Right Click on Selected Phase & Click on Modify, Make the Changes & Click on Save button to Save the Phase Details. Step 6: Click on CLOSE button to close the Phase Details Screen.

  13. Order Status Use of Main Screen Follow the steps below. Step 1: To Modify or Delete the Order Select the Order, Right click on selected Order -> Modify Order or Delete Order. Step 2: To see the different Reports (Condition Sheet or Commission Working Sheet or Order Principal Summery or Order Sheet) of Order. Select the Order, Right click on selected Order -> & choose any 1 Report. Step 3:To create New Notes. Select the Order, Right click on selected Order -> Add Notes. Open the Notes Screen. Step 4: Write the Note. Step 5: Click on SAVE button, thus Note is Saved & Screen is Close. Step 6: Click on CANCEL button, Note Screen is Close. Step 7:To create New Document. Select the Order, Right click on selected Order -> Add Document or Click on Attach Scanned Copies. Open the File Dialog box. Step 8: Select the file & Click on OPEN button. Attach the Document for Order. Step 9:To see the Order Status Report, click on PRINT button. Step 10: Click on HISTORY button, See the Phases for Selected Order. Step 11: Click on NOTES button, See the Notes for Selected Order. Step 12: Click on DOCUMENTS button, See the Attach File for Selected Order.

  14. Phase Wise Search Search the Order Phase Wise Follow the steps below. Step 1: Click on Queries -> Phase Wise Order Search or Click on Search -> Phase Wise Order Search. Open the Phase Wise Search Screen. Step 2: Select Phase Name, To display the Order for Waiting Stage of Phase. Step 3: Click on PREVIEW, To display the Report for Waiting Stage of Phase Order. Step 4: Click on CLOSE button to close the Phase Wise Search Screen.

  15. Close Order Search Search the Closed Order Follow the steps below. Step 1: Click on Queries -> Order Closed or Click on Search -> Order Closed. Open the Order Closed Screen. Step 2: Date wise Search the Closed Order, To Select the ‘From Date & To Date’. Step 3: Customer & Principal wise Search the Closed Order, To select the ‘Customer Name & Principal’. Step 4: There fore ‘2’ types of Report. 1. Summery :- Order Summery is display. 2. Details :- Whole Order Information is display. Select any 1 option given above & Click on PREVIEW button, To display the Report of above mention type. Step 5: To see the Orderwise Phase Details Report, Select the Order, Right Click on Selected Order -> Order Detail Status Report. Step 6: Click on CLOSE button to close the Order Closed Screen.

  16. Customer Search Search the Customer Follow the steps below. Step 1: Click on Queries -> Customer Search or Click on Search -> Customer Search. Open the Search Customer Screen. Step 2: Customer can be searched by selecting State, City, Category. Step 3: To search by Customer Write the ‘Customer ID’ or Click on ‘Customer Search’ button & Select the Customer. Step 4: While clicking on Reset All Search Criteria button We can reset all search criteria's given before. Step 5: To Modify the Customer Select the Customer, Right click on selected customer -> Modify Customer.

  17. Principal Search Search the Principal Follow the steps below. Step 1: Click on Queries -> Principal Search or Click on Search -> Principal Search. Open the Search Principal Screen. Step 2: See the all Principals. To modify the Principal Select the Principal, Right click on Selected Principal -> Modify Principal.

  18. Order Value Commission Search the Order Value Commission Follow the steps below. Step 1: Click on Queries -> Order Value Commission or Click on Search -> Order Value Commission. Open the Order Value Commission Search Screen. Step 2: Customer & Principal wise search the Order Value Commission, to select the ‘Customer Name & Principal Name’. Step 3: First Check the Date Wise Search. Date wise search the Order Value Commission, to select the ‘From Date & To Date’. Step 4: Click on Preview button, to display the Report for Order Value & Commission. Step 5: To see the Order Wise Phase Details, Select the Order, Right click on Selected Order -> Orderwise Phase Details. Step 6: Click on Close button to close the Order Value Commission screen.

  19. Order Registered Search the Order Registered Follow the steps below. Step 1: Click on Queries -> Order Registered or Click on Search -> Order Registered. Open the Order Registered Search Screen. Step 2: Customer & Principal wise search the Order Registered, to select the ‘Customer Name & Principal Name’. Step 3: First Check the Date Wise Search. Date wise search the Order Registered, to select the ‘From Date & To Date’. Step 4: Click on Preview button, to display the Report for Order Registered. Step 5: To see the Order Wise Phase Details, Select the Order, Right click on Selected Order -> Order Wise Phase Details. Step 6: Click on Close button to close the Order Registered screen.

  20. Order Search Search the Order Follow the steps below. Step 1: Click on Queries -> Order Search or Click on Search -> Order Search. Open the Order Search Screen. Step 2: Order Type, Zone, Customer & Principal wise search the Order, to select the ‘Order Type, Zone, Customer Name & Principal Name’. Step 3: There fore 3 Options for Report Search Criteria. 1. Customer Wise :- Only see the Customer Name wise Order. 2. Principal Wise :- Only see the Principal Name wise Order. 3. Both :- See the both (Customer & Principal) wise Order. Step 4: First Check the Date Wise Search. Date wise search the Order, to select the ‘From Date & To Date’. Step 5: There fore 3 Options for Order Status. 1. Close :- Only see the Close Order. 2. Open :- Only see the Open Order. 3. Both :- See the both (Open & Close) Order. Select any 1 option given above & Click on PREVIEW button, To display the Report of above mention type. Step 6: To see the Orderwise Phase Details Report, Select the Order, Right Click on Selected Order -> Orderwise Phase Details. Step 7: Click on CLOSE button to close the Order Closed Screen.

More Related