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eQuality Internet
Services
Purchasing Deluxe for QuickBooks (PDQ)
Online Administration
Manual |
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Orders |
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Contents (select one):
Edit/ View Orders
Post Orders to history
Retry Transferring Orders to QuickBooks
Reverse Posting
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Edit/View Orders:
The
Edit/View Orders link displays the following screen: |
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Simply highlight the order you wish to work with to do the following:
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View Order Detail:
When an item number is
highlighted, the following screen appears and contains the following:
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Page
Options:
Date:
Date
order was placed.
Cus #:
Customer number.
Change Cus #:
To change the displayed customer number.
Web Order #:
The order number from the web site
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Salesperson:
The sales representative’s name/number that
handles the account.
Order Comment:
Insert any comments you would like displayed
for this order here.
Delete Line:
To delete a line from the order, highlight
the item number, and select the Delete Line button.
Print Order:
To print the order for a packing list, select this
option.
Select Printer:
Use this to select or change the current printer the
order is on.
Recalculate Order:
After adjusting a price/quantity for a
particular item, you can recalculate the order
total.
Exit:
Exits this screen. |
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Hold/Release Order: back to
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You can hold or release specific orders from being transmitted. Orders
on Hold appear in blue
Delete Order:
You can delete orders from being transmitted. Deleted orders appear in
red.
Print Order:
Prints the selected
order.
Batch Print
orders:
Prints this batch of orders. |
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Generate P.O.:
Generates
your purchase order. |
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Post Orders to History
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Posting of orders moves orders from the purchasing software into your
QuickBooks. You will do this once you are finished with this program and
are ready to begin generating invoices.
You also have the option to
print the following reports:
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Summary Order Report:
summarizes the order placed with your wholesaler.
Detail Order Report:
details the order placed with your wholesaler.
None: does not
print a report.
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Retry Transferring
Orders to QuickBooks
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If your order does not transfer to QuickBooks, you can retry
transferring your orders to QuickBooks.
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Reverse Posting:
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This
feature allows you to reverse your latest posting. |
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All rights reserved |