How To: Adding a Detail Line to an Order (DI)

Overview

This tutorial describes how to add a detail line to an existing DD or SO order using the DI transaction type in Point of Sale.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

Scenario: A customer with an open DD/SO calls and wants to add an extra piece of merchandise to the order.

Click image to enlarge.

  1. In POS, select “DI” from the Type of Sale drop-down menu and press Enter.

Click image to enlarge.

  1. The Order Maintenance screen appears. In the Order field, enter an existing order number.
    • Click the Search button or select “?” from the drop-down menu to perform an Order Number search.
    • Select [Exit] from the drop-down menu to exit Order Maintenance and return to Point of Sale entry.

  1. The Order information appears. Verify that this is the correct order.

  1. Before you can make changes to the order, you must lock it. Click the Lock button at the bottom of the screen.

Click image to enlarge.

  1. The Enter Employee Number box appears. Enter the number for the employee adding the line.

Click image to enlarge.

  1. The Reason Code box appears. Enter a two-character reason code that is on file or type the full reason in the field.

Click image to enlarge.

  1. If you used a reason code, when you press enter the full description of the reason code populates the field. If the reason is correct, press Enter to continue.

Click image to enlarge.

  1. Click the Detail tab to view the detail lines for this order.

  1. Click the Add Line button.

Click image to enlarge.

  1. In the Item Number field, enter the item that is being added to the order.

  1. The item information appears. In the Ordered field, enter the quantity of the item that the customer is purchasing.

  1. Verify that the information in the P/U, UM, Each Price, Disc%, Total Price, and Merch Type fields is correct. The information in all of these fields can be modified if necessary.

  1. Press the Enter key to add the item to the order.

  1. Repeat steps 10-13 until all items are added to the order.

  1. Click Close.

Click image to enlarge.

  1. Verify that all items have been successfully added to the order.

  1. Click OK and press Enter in the Order Number field (which is empty) to return to the POS entry screen.
Tags: