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eQuality Internet
Services
Purchasing Deluxe for QuickBooks (PDQ)
Online Administration
Manual |
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Order Wizard |
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Order
Wizard:
The Order Wizard is
used to import orders into your PDQ system. The system is encompasses
all elements and abilities of the PDQ system in several steps.
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When you select the
order wizard the following will appear:
To use the order
wizard:
1.
In the field labeled Inbox Directory, it should read:
C:\EQUALITYIS\INBOX\. We will preset this information when we
install PDQ.
Click the
Next
button.
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2.
The following box will appear:
Click Yes
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The
following will now appear once import is complete:
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Page
Options:
Void
Order:
To void an order, highlight the order you wish to
void, and then click the void order button. Voided
orders will appear in red.
Print Order:
Prints the order you have selected.
Print All Orders:
Prints
all the orders listed on the page that have not been
voided.
Select/Unselect Order:
Selected orders are
in white and will be added to the purchase orders,
while unselected orders are put on hold and are not
generated into purchase orders. If you wish to
remove an order from hold, click on the order line,
and click Unselect. If you want to release all
orders on hold, click the Unselect All button.
Unselected orders will appear in blue.
Print Packing
List/Print all P- Lists:
You are able to print packing lists for individual
or all orders. To print all, be sure to select the
Print them All!
option.
View Order:
By highlighting the desired
order number, you can view an order in its entirety
(see below): |
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You can edit orders
you have imported before you transmit to your wholesaler. |
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(For
further information on this page, go to the
Edit/View Orders Section of
this manual.)
3.
When you are finished with editing and/or selecting orders to transmit
to your wholesaler, Click Next.
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The following option will now appear:
4.
Click Yes
to
continue. |
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5.
Your screen will now look like this:
You can add, delete,
or edit lines of product to be sent to your wholesaler in this area.
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Page Options:
Adding a Line:
This allows you to add items for orders. This is to
add items to be purchased at cost, such as warehouse
or store items.
Deleting a Line:
This allows you to delete specific lines of product
from your order.
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Once you are finished adding or deleting lines,
Click Next.
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6.
You will then be given the following order options:
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Options:
Normal Order:
Orders are consolidated at the warehouse and shipped
and sorted by the dealer on arrival.
Wrap
and Pack:
Orders are sorted by customer and wrapped and
sent to the dealer in a single box or boxes for
delivery by the dealer. |
When you are finished making your selection,
Click Next.
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7.
Before the order is sent to your wholesaler or
wholesalers, you are given a final look at the items you
will be transmitting:
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Switch Wholesaler:
To display the correct wholesaler to transmit
this order to. |
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View
Account Details:
This displays your correct account information that
is sent to your wholesaler when you transmit your
order online. You can edit this information for the
displayed wholesaler by clicking this button. We
will set up this information for you when your
software is installed. |
You can
also edit your wholesaler information in the Utilities link
under Options.
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Wholesaler
information in this area is displayed similarly:
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Send
Order to Wholesaler:
When you are ready, click this button and your order
is sent to the wholesaler after the following
message appears: |
Once
you are finished in this area,
Click
Yes
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8.
If you need to send the remaining items on to another
wholesaler, simply click the Switch Wholesaler’s
button to select a different wholesaler to send the
remaining items to. You do not need to do anything else, and
only items not highlighted will be sent to your second
wholesaler.
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▪
Areas that
still are white are items which have not been sent to
the selected wholesaler.
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Areas
highlighted in green are items which have been sent to the
selected wholesaler.
▪
Areas marked in blue are
orders not marked as Primary Wholesaler. You now have 2
options with these items:
1) Send the items to your
secondary wholesaler.
2) Ignore the items as they are custom product.
Whichever you decide, these
items will carry over directly to your QuickBooks.
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Once you
have completed transmitting your order,
Click Next.
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9.
If any product was not shipped via your transmission, you
will be asked to Edit the remaining items on your order.
You can edit,
hold or release an order and print packing lists from these
options.
Once you are finished,
Click Next. |
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10. You now have the option of whether to post your orders.
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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Page
Options:
Do Not
Post Orders:
does not post your transmitted orders to QuickBooks.
If you transmit orders to your wholesaler several
times a day and wish to import all your orders at
once into QuickBooks, you will not wish to post your
orders until the end of the day.
Post Orders:
posts your orders to QuickBooks.
Only Post
Orders that are NOT on HOLD:
Posts only orders you have not placed on hold to
QuickBooks.
Create QuickBooks Link File:
this tells the system to place your posted orders to
QuickBooks. This option MUST be checked in order to
import your orders to QuickBooks. If you do not yet
wish to post your transmitted orders, |
Click the
Finished! button
to begin importing your orders to QuickBooks.
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11. The following will appear:
Click Yes
to begin moving
all your transmitted orders into QuickBooks.
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Next, the following will appear to remind you to be sure your QuickBooks
software is open. You will not be able to
import your orders to QuickBooks unless it is opened before you click
the Next button in this area.
Click Next
once you are certain your QuickBooks is open.
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The following will
appear as your importer loads: |
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12. Your import wizard will now open:
We will preset this are during your setup.
Click Next
to continue. |
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The
transaction importer will allow you to delete specific rows from
importing into QuickBooks.
Once you are
finished,
Click Next. |
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You
can map the files in your file to QuickBooks in this area. We will do
this for you when we install your software.
To continue,
Click Next. |
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This screen shows your import fields that will be imported to
QuickBooks.
Click Next
to continue. |
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13. In this area you can designate the following:
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Page
Options:
Item
Type:
you can choose to designate your orders as
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Service
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Inventory Part
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Non-Inventory
Part
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Other Charge
Account:
designate here
the account type from the list
Sales tax code:
designate
whether the orders are taxable or non-taxable if
desired. |
Click Finish
to import
your orders to QuickBooks.
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Click OK
to continue.
The invoice transfer will begin and this may take a few moments. Once it
is finished you will be alerted as shown below. |
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Click OK
to continue. |
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You
will now be brought back to the transaction main page.
Click Cancel and OK
to exit the wizard.
You will now bring up your QuickBooks application to begin invoicing and
handling your order.
Please note: If you manually add items to your QuickBooks invoices after
import, the price will automatically revert to the price that was
imported the first time the item was added to your QuickBooks. Please be
sure to update this price if needed on your invoice.
You have now completed your transmission and import of your orders.
Congratulations! |
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Copyright 2007 eQuality Internet Services LLC.
All rights reserved |