ProFrame1.com Home

Reference Guide

(C) 2006


 

Home

EasyMenu

Updates
Setup Company

System
Company Info
CSR User File
Password System
System Error File
Profile Headers
Custom Form Grids

File
Customer File
Vendor File
Inventory File
Salesman File
Department File
Catalog File
Location File
Route File
Terms File
Letter File
Zip Code File
UPS Zone File
United Inches Chart
Item Comment File
ShipVIA File
Qty Type Discounts
ShipFrom File
Credit Card File

CSR Menu
CSR Menu Screen
Work Order
Quote
Sales Order
Return
Confirm Orders
Edit Orders
Inquiry Orders
Post Sales Calls
Post Cash Receipts
Post Credit Memo
Post Write-Off
Inquiry Cash
UnDo Cash/Memo
Apply Credit's
Post Shipments
Edit Invoice

Utility Menu
Reindex Files
ExportEASY
Command Line
On Sale System
Purge History Files
Global Price Change
Item Catalog Change
Remote Utility
Quick Customer
Quick Inventory
Copy Discount Utility
Website Catalog Utility

Transaction Menu
CSR Menu Screen
Close Period
Recalculate AR
Reset Open Allocation
 
 
 
 
 
 
 
 
AddOn.. to Existing Work Orders (CSR Menu)
 
Purpose: During the Creation of Work Orders, ProFrame will allow you to add-on to existing work orders. This process will open the Detail Tab for adding new line items to existing work order.
 
Access Menu:  (start form Main Menu Screen)
  • File

  • CSR Menu

  • Option 1. Work Order

  • Activated if open work orders exist for that customer.

  • AddOn select this to add-on to the highlighted work order.

  • New select this to create a new work order for this customer. (do not add-on)

  • Cancel select this to cancel the creation of this work order.

Note: Add-On Limit is 9 per work order.  (A-I)

Detail Tab Section
 
Note: This Detail Tab is the same as the Order Entry Detail Tab, except this one only allows you to Add new line items and Edit or Delete what's been added here.
 
  • Add select this to add a new line item to this order.

  • Edit select this to a edit the highlighted line item OR Double Click the Order Qty field.

  • Delete select this to a delete the highlighted line item.

Related Option Links:
Command Buttons
 
Save  select this to save changes made during this add-on session.
  • Note: ProFrame will allow you to print this add-on after saving.
Quit  select this to quit without saving changes made during this add-on session.
 
Notes:
  • You will not see existing line items for this order, only what's added during this session.
  • ProFrame gives this add-on the same work order number plus the next sequence letter of the alphabet. Ex: WO number 00021790-A, 00021790-B etc...
  • Add-On Limit is 9 per work order.  (A,B,C,D,E,F,G,H and I.)
  • The header "ADD ON   00021790-A" is printed at the top of add-on work orders.
  • Only new line items will print on this add-on.
  • Add-On's are added to existing work order and can be edited using the Edit Orders option.
Tracking Add-On's
When Confirming work orders, ProFrame will display a reminder to make sure all add-on's for that order has been pulled. Notice below the AddOn letters A and B. This sample has two add-on's.
  • ProCeed select this to continue to Confirm this work order.

  • Cancel, select this to cancel the Confirming of this work order.


 


Copyright 2006, EasyBee Software LLC

For Phone Support call: 1-877-903-6176