The Direct Order Menu Overview

Use the Direct Order menu to handle all functions regarding Direct Orders. View, Edit or Add a new DO, record customer payments and vendor invoices, and generate reports for information on Direct Orders.

 

Select the menu title to learn more about each option available.

Access Open Direct Orders- View, Edit or Add a Direct Order or process Customer Payment and Invoicing.

Access Shipped Direct Orders- View Direct Orders missing third party freight invoices.

Access Closed Direct Orders- View all completed and closed Direct Orders.

Learn about the Ship Verify process for Direct Orders or how to Duplicate a Closed or Open Direct Order.

 

Available Reports

Listed are some of the suggested reports available for the Direct Orders menu. Consult with your own professional adviser for the reports that are specifically related to your business circumstances.

Print Open Direct Orders- Create an Open DO report for details on all Open Direct Orders.

Print Shipped Direct Orders- Create a Shipped DO Report to view all Shipped Direct Orders detailing expected, actual and net freight.

Print Closed Direct Orders- Create a Closed DO report for details on all Closed Direct Orders for a specific Period.