How to Enter a Defect From Scratch

Step 1: Create a new Sales Order.  From the home page, click on Sales -> Sales Orders -> + New

Step 2: Enter the Customer Name into the Customer No. section.  This will automatically populate the most of the General fields for you as shown in the picture under Step 5 below. 

Step 3: Fill in the following fields: 

• Production Date -> This is the date that will appear on the production board
• Promised Delivery Date -> This is the date that we will tell the client the order is scheduled for
• External Document Number -> This is a reference to the old WO#. Enter in the original order number only (e.g. WO123456)
  • *Note: if this order is a replacement of a replacement (e.g. WO350001 was defected and replaced with WO350012 which was also defected, only put the original order number in this space, which in this example is WO350001).
• Lead Source: Select EXISTINGCUSTOMER
• Defect: Click this to toggle it on. 

Step 4: Enter the Items by filling in the fields bolded/underlined sections below:

• *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 
  • Proof Name: Enter just the letter from the proof that is approved (e.g. "A") 
  • Proof File Path:  Enter the Proof file name (e.g. PAV2-WEB96406-PROOF.pdf)
  • Select the print method (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 5: Enter Production Notes (into 2 sections)

• Enter a Comment Line item
  • Under Description, enter your note.  The comment added here will appear for Production to see on their Veris display. 
• Enter the same note into the Notes section for other Business Central users to easily view
  

Step 6: Enter the Discount

• Under Invoice Discount %, change the 0 to 100:
  

  

Step 7: Fill out 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 8: Enter the Shipping and Billing details

• 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 9: Review & Approve the order

• Click on Release
• Click on Release again

Step 10: Send the PO

Releasing the order will generate a PO number under the Lines section under Special Order Purchase No.