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Set Up Standing Orders

At this stage you can set up the new customer’s Standing Order. You will need to be on the following screen, highlight the customer you are setting up their Standing Order then click on the Order Changes button: You will then be presented with the following screen:   Click the Add Product button To choose…

Add a Product Group and a Product

Click on Depot, then click on Product Maintenance You first need to Create your Product Groups (e.g Milk, Cheese, Bread etc) The first screen takes you to the Product Group Tab Click on Add New Product Group You are then presented with the following screen:   Choose a Group Name, then a Category. Please note:…

Restrict Products that can be ordered

This facility is designed for larger operations that need to prevent order entry staff from booking unauthorised products to a customers order. The original requirement was for West Country Milk, a dairy delivers to several customers on behalf of WCM but is only allowed to supply milk. The customer rings the dairy direct to place…