Once Accpac is Open on your left you will go to Order Entry drop down and Select O/E Transactions
The Below Page will show on the Right and select Order Entry
The Below Page will open up
You will create your Own Order number Using your Initials and number Sequence EG: AP0001
Then you will Search for your Customer by clicking on the magnifying glass
And the Below Page will POP up. Keep the Find By on Customer Name and Second Window on Contains
By Filter you will type in the Customer Company Name
Once you Typed in the customer Name there Might Be Multible to choose from Please Make sure you Choose the company Under The company FD/Core and with in the correct Account
The Information for the customer Details will be filled in
Please fill in the below on this Page
- PO Number
- Under Tracking Number please put in Account Managers Email address
- Under Location please select the correct warehouse
- Under Ship Via please select how it will be shipped
Click on the Calendar Icon to Fill in the Correct Delivery
A window will POP up you can fill in the correct address if for collection Please make sure the Address is the Customer Physical Address
Please Put in the Account manager Email and Customer Email as per Below
Click on Customer Tab and Under FOB Point put in Customer Email Address
Click on Optional Fields to fill in CRM Number and End User Name
Double Click in CRM Opportunity Number Under Value and type in your CRM ID
Double Click Under Value and click on the magnifying glass to Search for your end user
It will open up a New page
Under Filter Type in the End User Name and select the End user name you looking for it will take you back on only show you the Number
It will take you back on only show you the Number
Click Back on order to fill in item codes
Clink in the Empty Space Below to open up a Line item
Every Brand has their Own Prefix
Click inside the orange and select the magnifying glass
A window will Pop Up where you can search for the SKU
Find By: Item Number
And Contains
Under Filter you can type in the Product number that you are looking for ( Please note that When the SKUs are created there are no Dashes or Spaces or puncuation symbols added )
The SKU will start off with the Brand Prefix – then SKU
Once you have selected the SKU by Double clicking it will Auto Fil the Description you can then Put in the quantity and Unit price for that SKU
To add another line click Insert on you keyboard and a new Line will be added and you can repeat the above
Once you have completed with you order at the Bottom of the Page you will see a Button that says eMail/Post
If the Customer is on Hold you will see a Tick in the below Box please email order.release@firstdistribution.com with your Accpac order Number to remove the account off Hold before placing order on Procurement
