Order Type Code Maintenance option includes parameters which are set to handle specific situations in order processing.  These order type codes narrate the process in which an order is handled throughout the system.  This is found on the Order Processing Set-up Menu (SEO).  Although these order type codes are preset, you can change or add order type codes to handle specific situations.

The following order type codes are available on the system:

D = Drop Ship

This is a standard order used when you purchase goods from the supplier (includes multi-vendor orders) and the goods are drop shipped to the customer.  This order type code generates a purchase order accounts payable transaction, and an invoice (accounts receivable transaction).  Drop ship is the default (preset) order type code displayed at order entry since it is used most often.  This can be overridden upon entering an order.

M = Miscellaneous PO

A miscellaneous purchase order involves only a vendor and the and the house.  It may be a purchase order for supplies or equipment for your office, or generating a PO for goods or services not specific to an order or a customer, therefore creating only a payable transaction.  Miscellaneous POs are indicated by prefixing the order number with a "P" such as purchase order number P01231.

S = Sample

A sample order is used when ordering samples.  It is indicated as a sample order by prefixing the order number with an "S" such as sample order number S01214.  This order type creates only an accounts payable transaction.

B = Bill Only

This is a standard order, involving a customer and the house as the vendor.  This can be used for billing goods, miscellaneous charges or for freight when you must bill your customer but do not need to generate a PO.  This order type creates an invoice and an accounts receivable transaction only.

C = CO-OP

A co-op order is used when a specific group of items belonging to a program are personalized and then drop shipped from the manufacturer to the customer.  This order type code creates both an accounts payable and an accounts receivable transaction.

F = Fulfillment

A fulfillment order is used when a group of items belonging to an inventory program are warehoused, and all orders are fulfilled out of the promotional product company's inventory.  This inventory also includes customer owned inventory.  This order type code creates only an accounts receivable transaction since you are fulfilling the order.

P = Fulfillment (P.O.)

A fulfillment P.O. is used when you are purchasing a group of items belonging to an inventory program for your stock.  The manufacturer ships directly to the promotional products company so the goods can be received into inventory.  This order type code creates only an accounts payable transaction and the order number is prefixed with a P similar to a miscellaneous purchase order type code.

X = Credit

A Credit Memo order type is a non-standard order type.  This order type enables the operator to enter negative quantities when a credit memo needs issued.  Refer to the credit memo procedures for more information.

Y = Credit Memo (Inv)

This credit memo order type is a standard order type.  This order type enables an operator to enter negative quantities when a credit memo needs to be issued.  The difference between the X credit memo and the Y credit memo is that a Y credit memo is used when inventory items are returned by your customer.  Invoicing this credit memo adjusts on hand and BQOH quantities automatically without manual adjustments on the part of the operator.