Users will need to fill in the client’s name, order number, as well as type. The type states whether the order is a sale, pickup or exchange. Any additional information for the client can be added as well. 

1) The "client" field is a drop-down list of active clients in IDLS.  Only clients that have been assigned to a user will be visible in the list. 


2) The "order nbr" field is where the user will enter the sales order number.  If you don't have a predefined order number, then click the "..." button to have the system automatically generate one.  Order numbers in IDLS must be unique within a client, though there can be orders from different clients that contain the same order number. 


3) The "type" field is a pick-list of types of orders: 

  • A "Sale" is a merchandise delivery to the customer 
  • An "Exchg" is a merchandise delivery and pick-up of the same exact merchandise. 
  • A "Pickup" is a merchandise pick-up or return from the customer


4) The "slsmn" field is where the name of the salesman can be recorded.


5) The "store" field is a space for the store number where the purchase was made.


6) The "ref #" field [need more information]