Creating an EBMS Sales Order

Department: Customer Service                     Operation: Creating a Sales Order from Concept

Prepared by: Jesse N                                     Date Created:    3-2-15

Approved by: Tim G.                                                                                   Date Updated:  3-2-15

Tools & materials: EMBS Login, Concept Login

5. Add Ship Date & PO

1.        Enter the PO# from Order Summary, into EBMS Sales Order

2.        Enter the Ship Date from Order Summary, into EBMS Sales Order

3.        Save EBMS Sales Order and close

Important Steps
(What)		 Key Points
(How)		 Reasons
(Why)
A logical segment of the operation when something happens to advance the work. Anything in a step that might make or break the job, injure the worker, or make the work easier to do, (i.e. “knack”, “trick”, special timing, bit of special information. Reasons for each key point
General Information
1. Open Concept Quote 1.        Open email and click on link.

2.         Select “Convert”

3.        Select “Submit Order”

4.        Select “View Quote”

 1.        This will take you to a list of orders that need entered
2. Start EBMS Order 1.        Start EBMS Sales Order

2.        Set EBMS Customer ID to “Bill To” address

3.        Do not choose existing Sales Order

4.        Set EBMS Invoice # to Proposal ID #

5.        Set EBMS “Ship To” to Proposal “Ship To” address (If not the same as the “Bill To” address)
3. Copy Quote Information to EBMS 1.     Enter QTY from first Proposal line item into EBMS “ordered” line (If multiple quantities are on the same line and the price for all is the same, add them together and enter total.  If price is not the same for all then separate it into different lines for each different price)

2.     Enter the Item ID in the EBMS inventory field (If not an EBMS item use GMCSLF for LF mouldings, GMCSEA for EA mouldings)

3.     Copy quote description to EBMS description field (Sometimes the price or quantities get copied as well, so you may need to modify the description in EBMS match the quote description)

4.     Enter the unit price in the EBMS price field

5.     Repeat for each line item

 1.        We need to transfer the information from our quoting software to our billing software.
4. Double Check for Accuracy 1.        When finished entering line items verify the totals between the quote and EBMS line up

2.        Close Proposal document

3.        Use Highlighter

4.        Have Team Leader double check for 60 days.

 1.        Double checking for mistakes will eliminate problems.
5. Add Ship Date & PO 1.        Enter the PO# from Order Summary, into EBMS Sales Order

2.        Enter the Ship Date from Order Summary, into EBMS Sales Order

3.        Save EBMS Sales Order and close
6.     Promote Quote to an Order 1.     Select “Promote”

2.     Change status from “Firm” to “Closed” and select “Submit”

3.     Send email to CSR that requested the Order to let them know it is entered in EBMS

  1.        The “Closed” order status in Concept tells us this order has been processed.
7.  Send Confirmation to Customer For Wholesale Supply, send all confirmations to: MEEKSCONFIRMATIONS02@MEEKLUMBER.COM