Field or button
Description
This is the order number or release number for which you are inquiring.
Click this button to see order details for order number or release number you entered.
This is the customer's ship to number.
This is the customer's ship to name and address.
This is the date when the order was placed.
This is the customer number.
This is the contact's name and phone number.
This field is shown if the order has been shipped. It indicates the date of shipment.
This is the company name.
This is the warehouse name.
This is the order's current status.
If this release has been invoiced, the eight-digit invoice number appears in this field.
This is the customer's purchase order number.
This is the customer's billing code used for monthly billing reports.
The order source that was selected on the Current Order screen of the Customer Service tab appears here. The order sources are created through Order Source Maintenance, and some examples of possible order sources are telephone orders, outside sales, and mail-in orders. The Invoice Register gives you a summary of totals by order source.
This field shows the customer's special instructions that are printed on the pick ticket.
This is the customer's blanket purchase order number. Data retrieval from the release file is available to show the money spent under this blanket PO number.
This is the sales rep for the customer.
If a commission for this order is split between two salespeople, the second salesperson is listed here.
This is the percentage of the commission that the first sales rep receives for this order.
This is the percentage of the commission that the second sales rep receives for this order.
This is the Customer Service Representative (CSR). This information is used to track sales and credits by line.
The job number that was entered on the Current Order screen of the Customer Service tab appears in this field. The job number will be the same as the first quote entered for a job.
All of the activities in the furniture system are tracked by job number. A job includes merchandise, service, installation, and any other charges that are connected with a customer's furniture project.
This field contains the geographical location of the customer's ship to address.
The ship route and zone associated with the map location selected on the Current Order screen of the Customer Service tab are shown here.
The ship route describes when a delivery takes place and also any key information about the order such as if it is a drop shop or crossdock product.
The ship zone helps to sequence the deliveries on each route.
This is the invoice number or release number for order credits.
If there are any holds for this order (credit, price, or operator), the appropriate option is selected.
The appropriate verification option that was used for this order is selected.
This is the name of the operator who entered this order.
This is the number of releases for this customer's order.
If the customer placed the order because of one of your company's promotions, the company's promotional ID is listed here.
This is the number of cartons for this order.
This is the weight of the shipment.
If this option is selected, the order is a rush order.
If this option is selected, the order is a will call order.
If this option is selected, the order is a cash-on-delivery order.
This is the county of destination.
This is the customer's tax exempt number.
This is the taxed amount of the order.
This is the customer's tax jurisdiction numeric code.
This is the customer's tax category.
This is the customer's tax base.
This is the tax amount for the order.
This is the customer's jurisdiction description.
This is the customer's tax rate.
If the order activity line is for a Delivered Order activity, the signature symbol (
) is displayed in this column.
To view a signature obtained by a driver making a delivery (if the driver is using TSH PocketVision, the wireless proof-of-delivery system), click the corresponding Delivered Order activity line item. The signature of the person who signed for the delivered order, as well as other delivery information such as time and date, are displayed.
This is the line number of the order activity.
This is the date of the order activity.
This is the time when the order activity took place.
This is the name of the operator who performed the order activity.
This is the order activity's description.
If this activity is a note that was entered for this specific order, "Note" is listed in this column.
This is the other information pertaining to the order activity.
If this activity is a note that was entered for this specific order, the notes are displayed in this column. If the note is long, it may be continued on additional line items.
To add a note to this order, type the note text in this field and then click the Add button.
To add a note to the order, type the note text in the Notes field and then click this button.
If a standard order message was added to one or more print documents, the brief description and ID of the order message are shown in this field.
Standard order messages are created and maintained on the Vision Configuration tab. For more information, refer to Field and button descriptions on the Order Message screen.
Order messages can be added to print documents such as invoices, order acknowledgments, and delivery tickets. For more information, refer to Add an order message to be printed on documents for this order.
If a standard order message was added to one or more print documents, the standard message is shown here.
If a customized order message was added to one or more print documents, the message is shown here.
For more information on how order messages are added to print documents, refer to Add an order message to be printed on documents for this order.
If an order message was added to one or more print documents, those print documents are selected in this list.
The crossdock warehouse from which this order is or will be processed.
This is the time the order was placed.
This is the line number.
This is the product line number for the order.
This is the product's external number.
This is the product description.
This is the vendor number or wholesaler code. This field switches based on the PWDS Flag setting. If this is a PWDS item, denoted by a Y flag, this field will show an exclusion code. If the flag is N, wholesaler information will be displayed instead. Also, if the PWDS flag is set to Y and there is something that makes the item a non- PWDS item, an explanation of the problem will be shown in this field.
The order that the system follows to check PWDS warehouses to see if they can supply the product. The list ends when a wholesaler is found that can supply the item or all wholesalers have been checked.
This is the total dollar amount of merchandise for this order.
If disposal fees are added to any of the line items on this order, the total disposal fee amount for all line items of the order is displayed in this field.
If restocking fees are added to any of the line items on this order, the total restocking fee amount for all line items of the order is displayed in this field. The restocking fee is a positive dollar amount.
If the customer's order is taxed (that is, if the tax rate percent is not 0.00), the restocking fee is taxed.
This is the total dollar amount of freight charges for this order.
This is the total dollar amount of delivery charges for this order.
This is the total dollar amount of miscellaneous charges for this order.
This is the dollar amount of tax for this order. The tax percentage and the customer's tax jurisdiction are also shown.
The amount of surcharge assessed if the order does not meet a minimum order amount is indicated here.
If excise taxes are added to any of the line items on this order, the total excise tax amount for all line items of the order is displayed in this field.
This is the total dollar amount of this order.
This is the amount required from the customer for Quote deposit.
This is the amount received from the customer for Quote deposit.
This is the amount from the customer applied for Quote deposit.
If a check is used for payment of the order, the number of the check is shown in this field.
If a check is used for payment of the order, the dollar amount of the check is shown in this field.
If cash is used for payment of the order, the dollar amount of the cash is shown in this field.
If a credit card is used for payment of the order, the credit card type is listed in this field.
If a credit card is used for payment of the order, the dollar amount of the credit card charge is shown in this field.
This is the product's line number.
Action
This is the product's external number.
This is the product's description.
This is the product's unit of measure.
This is the number of ordered product(s).
This is the number of shipped product(s).
This is the number of backordered product(s).
This is the number of in-pick product(s).
This is the number of canceled product(s).
This is the product's price source.
This is the price level (if applicable) associated with the price the customer will pay for this product.
This is the product's unit price in dollars.
If the part or product contains a core value, the core price from the part record is shown in this column.
This is the product's extended price in dollars.
This is the product's unit cost in dollars.
If the part or product contains a core value, the core cost from the part record is shown in this column.
This is the product's extended price in dollars.
This is the gross profit percentage for this line item.
This is the customer part number.
This is the line number from the purchase order, as well as the purchase order number.
If any transfer orders were created for this line item, the transfer order numbers are listed in this column.
This is the warehouse location for this line item.
If a product is direct ship, it will so be indicated in this column.
The vendor number for this line item appears in this column.
This is the ID number on the warranty tag, if applicable, for this line item.
If an excise tax is charged for this product or part, it is displayed in this column.
If a disposal fee is charged for this product or part, it is displayed in this column.
If a restocking fee is to be charged for this product or part, it is displayed in this column.
This is the tax charged for this order.
If a line item has a serial number, it is displayed in this column.
If a line item has an associated message, it is displayed in this column.
For credit memo order types, this column indicates whether the product(s) should be returned to inventory.
This identifies why the customer returned the product(s).