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The Order Log will time out if there is more than 5 minutes of inactivity. It is to your advantage to keep working on the order or to save the order.  To save your order at any point, click on the “Click to Validate Data and Add Order To Database”.  Note the order log number so you can easily return to add more data at a later time.

If your manager approves the order prior to you going back into the order it will not allow changes by you. If this is a possibility then, after saving, open the order and change the status to “hold”.  See Modifying an Order.

The order listed indicates the sequential flow if the Tab key is used to move between boxes.

1. Enter your phone #.
2. Select a vendor from the pull down menu. If your vendor is not listed, then click the “Click to Validate Data and Add Order To Database” button to save your order, then follow the instructions to add a new vendor, then return to the order.
3. Select the appropriate “Ship to”.  Again, if your "Ship to” is not listed then save the order, add a new Ship To, then return to update the order.
4. Select the appropriate “budget code” for that order. The “bill to” default is set for the Business Office unless you manually choose a different one from the drop down menu. 
5. The “IT Code” is optional.  If your departmental is using this field for reporting, then use it.  If not or you do not know, then leave it blank.
6. Select “Yes” if it is a “Rush” order. A rush order still requires appropriate approval through your Executive Director.
7. At this point start entering the order information at the quantity box, at the decal box, at the cost box, and then enter the description.  In the description box provide part #’s, quote #’s or any relevant data that would help expedite the order. Each order has only 10 line items available. Please use only 9 as the 10th line is for tax. If more lines are needed, even one or two, start a new order.          
8. The last section in the order log is for the warranty/renewal information. It provides start and end dates of the contracts or warranties. Please include that information if you have it available.
9. This is for special instructions that you may have.
10. After all the data has been entered into the order form, click on the “Click to Validate Data and Add Order To Database” to the database and get verification screen.