NOTE: If your division uses the Order from Quotes customer resource, use the online help for that module instead of this procedure. |
PHconnect allows you to specify quote numbers when you order Parker products either through Quick Order Entry or through Catalog Search. (For information on ordering through Catalog Search, see the online help on the respective screens.)
For information on creating orders without using quotes, see Adding Items with Quick Order Entry.
Quick Order Entry allows you to enter orders for up to ten different items at the same time. You start a new order by adding the first item.
To use quotes with Quick Order Entry, you must already know the specific part numbers you want to order - either manufacturer part number, customer part number, or catalog/model number - and the quote number. You can mix non-quoted items with quoted items on the order. Items are added to order carts for the corresponding division and/or source location.
TIPS: Press <Tab> to navigate through the fields in Quick Order Entry. Pressing <Enter> has the same effect as (immediately) clicking the Add to Order button.
At any time, you can also add parts to your order cart from the Catalog Search screens. |
Click the Do you want to enter quote numbers? arrow and select Yes.
The screen refreshes to display the Quote Number column.
Click the Part Type arrow and select the type of part number to use when ordering.
This part type will be used for all (up to ten) items.
Type the number for the first product you want to order in the first Part box, then press <Tab>.
Type the quantity to order in the first Quantity box, then press <Tab>.
Order quantities may be rounded upward to coordinate with product box quantity, if applicable. For example, if you specify 19 in the Quantity box for a product sold in boxes of ten, the system will round your order quantity to 20 (two boxes of ten). You are notified immediately on the Place an Order screen, and later in the e-mail confirmation message, when this occurs.
Type the date you need the product in the first Request Date box, then press <Tab>.
TIP: If you want to use the same request date for several different items, type it in the Default Request Date box. PHconnect then uses this date for the Request Date boxes listed below. You can change the individual dates if necessary. |
NOTE: If you do not type a date in this box, PHconnect will use the date in the Default Request Date box if specified, or the system default date, for the item. |
Type the quote number in the Quote Number box.
To add more items, press <Tab> to navigate to the next item.
Type the number for the product to order in the next available Part box, then press <Tab>.
Type the quantity to order in the corresponding Quantity box, then press <Tab>.
Type the date you need the product in the corresponding Request Date box, then press <Tab>.
Type the quote number in the Quote Number box.
Click Add to Order.
The screen refreshes with your ordered items listed, by Parker division and/or source location, in the order carts at the top of the screen. The Quick Order Entry section moves down, below the carts, so that you can order more items.
NOTE: If any of the part numbers you entered returns multiple matches, the system lists them and allows you to select which one you want. The default selection is the product that matches exactly. |
To change or delete order items, continue with Changing or Deleting Items on an Order.
To complete additional order detail information, continue with Completing Additional Order Detail Information.
To display product details for an order, continue with Viewing Product Details for Order Items.
To submit your order, continue with Submitting Your Order.