How to Enter an Order

Step 1: Find or Add the customer into Business Central

Step 2: From the Home Page, click on the Sales tab

Step 3: Click on Sales Orders

Step 4: Click on + New

Step 5: Fill in the General fields

*Customer Name - Click on the 3 dots and then click on the magnifying glass in the pop-up that appears to search for and add the customer
Platform Order No. - This field auto-populates with a WEB/ZIP/ES/SLT number when an order is placed online. If placing an order manually, you do not need to fill this field in.
Organization Code - Leave blank
Contact - Leave blank
Posting Date - This will be auto-generated with today's date
Order Date - This will be auto-generated with today's date
*Due Date - Enter the Production date
Requested Delivery Date - Leave blank
*Promised Delivery Date - Enter the client in-hand date
Client Approval Date - Leave blank. This will auto-populate once the order has been approved.
External Document No. - Leave blank.
Status - This will be auto-generated to say Open
Reward Type - Leave Blank
Reward Number - Leave Blank
Proof Count - This will be auto-generated as you fill in the order details in the next step
*Lead Source - Select from the drop-down
All of the columns on the right-hand side (except for Defect) will auto-populate as you fill in the order details in the next step.
*Defect - Click on the toggle if the order is a defect.

Step 6: Enter the Items

*Type - Select Item
*No. - Enter the sku (all skus are entered as the Style Code - Garment Colour abbreviation - Size [e.g. 3930R-Bla-L])
Item Reference No. - Leave Blank
Description - This will auto-populate once you enter a sku into the No. field
Decoration Type - This will auto-populate once you enter in a Quantity and Assigned Proof ID in the next steps below.
Special Order Purchase No. - This will auto-populate once the order has been Released
Location Code - This will be auto-generated to say BRISTOL
*Quantity - Enter how many pieces you need for the piece that you are entering
*Assigned Proof ID - Click on this then click on +New
- Enter just the letter from the proof that is approved (e.g. "A")
- Select the printing (DTG / EMB / HT / SP / PROMO, EMB LQ) that is going on the item
Reason Code: Leave Blank
Unit Price Excl. VAT - Enter the price per item
Tax Group Code - Select the tax group (Adult, Non-Taxable or youth) from the drop-down
The rest of the fields will be filled out as the stock comes in and the order moves through production.

Step 7: Enter the Shipping Cost

Step 8: Add in any Notes (if necessary)

If the order is getting personalized names or numbers, add in a personalization line item:

Step 9: Enter the Shipping and Billing details - *Make sure that the Shipping Address is entered in before selecting the Shipment Method*

Scroll down to Shipping and Billing
Under Shipment Method:
- Select the Code (COURIER / DELIVERY / PICK-UP
- Select the Agent (Canada Post / UPS)
- Select the Agent Service (e.g. if the Agent is UPS, select UPS Standard, UPS Express, or UPS Express Saver)

Step 10: Enter the Invoice Details section

Scroll down to Invoice Details
- Revenue channel Code - Enter the platform that the order is for (Entripy / EntripyShops / Offline / Slaite / ZipMerch)
- Service Code - Enter the service level (Defect / Economy / Hot Rush / Promo Standard / Rush Service)

Step 11: Enter any discounts

To discount a full order, enter a percentage into the Invoice Discount % section:

Step 12: Review & Approve the order

Step 13: Send the PO