Order Entry

The display of available items in the product catalog during order entry is customizable. You can set up customers and customer groups and create a general pool of items available for all customers or a specific pool of items for individual customers.

Implementation Guide: QAD Customer Self Service provides details about using load functions to set up the catalog and tailor its appearance for different groups of uses.

Order Entry illustrates a sample order-entry screen with product categories and item list.

Order Entry

During implementation, you can choose up to three order-entry styles. Many aspects of order entry are managed by settings defined in the system registry. Some are set in additional maintenance programs.

Items can be categorized similar to a traditional sales catalog. Administrators can establish categories of items and their relationships to each other. Item types are categorized into a hierarchical arrangement of categories and subcategories directly related to how items are grouped for sale on the Web site.

The display of individual items in the item catalog can also be customized. Various options are provided to control the display of pictures, icons, descriptive text, customer item number, quantity available, pricing, reference, and indexing that appear on item lines.

Selected items can be featured to customers when they visit a QAD CSS site. Specials (often referred to as promotions) are groups of items that can be targeted to specific marketing groups or all visitors to the site.

Displaying Specials and Promotions in Order Entry

Specials can be selectively offered to specific marketing groups and have specific start and end dates.

The customer addresses displayed in order entry typically are stored and updated in the QAD EA database and made available to QAD CSS through using the Customer Load function on the Administration|System Control menu. However, users of QAD CSS can create address records while placing orders. These temporary addresses are typically only needed when you implement a Web order-entry system for B2C processing.

Finish Order illustrates an order ready to be submitted.

Finish Order