Category: InOrder Tips and Tricks

InOrder ERP Quick Tip – Find all Royalty Contracts with the Same Item

When you need to know which royalty contracts have a specific item, simply search Royalty Lookup.

  1. Click Item # in the Search By area.
  2. Enter the Item #.
  3. Click Go.

InOrder ERP Royalty Lookup Item

 

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InOrder ERP Quick Tip – Copy Details to Spreadsheet

To allow users to quickly get deposit batch details to a spreadsheet, a copy/paste function is available on the Details tab of the [Deposit Batch] window. To copy the details, use the copy shortcut (CTRL+C) or click the Copy button on the InOrder toolbar.

Copy Deposit Batch in InOrderThen paste (CTRL+V) the details into the spreadsheet.

Paste Deposit Batch Tip in InOrder

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Extend Your Store Credit to Point of Sale with InOrder ERP

Have you ever seen an old western movie with a customer shopping in the town store, and the customer gets to the register and says “Put it on my account?” They didn’t use debit cards or credit cards, but they were probably customers with good credit and a store credit account.

If you extend credit to your customers, you can bring a piece of that old world charm to your store with InOrder’s Point of Sale module. Simply use the “Pay Later” option, and the receipt prints. For returns, this feature sends the balance to A/R as a credit.

InOrder ERP POS Pay Later OptionInOrder tracks the customer’s credit limit for you and only allows this for customers with good credit and enough unused amount on their credit limit to cover the order total. InOrder also makes sure your customer service rep has the appropriate privilege to access this feature. With this feature, you get old world charm and customer service with the latest ERP technology.

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InOrder ERP Stock Drop Transfer Feature Allocates Stock From Nearby Locations

While you might expect ERP systems to backorder or cancel an out of stock item, InOrder can see stock available at a nearby location. If that stock can be brought to the warehouse in time to fill the line item, it is allocated to the order.

Transferring Stock with InOrder ERPTo do this, InOrder generates an inventory transfer to transfer the stock from the remote location back to the warehouse from where the order shipment needs to ship. Personnel at the remote location print the “transfer out” order and pull the stock as soon as possible. The stock is transferred, and the transfer is posted.

Stock can be pulled from any designated facility that may have the stock on hand, such as a remote storage location, a point of sale store or merchandise exhibit, or even a consignment location.  In some cases there is a risk that the stock is sold to a point of sale customer before it can be transferred. Therefore, InOrder keeps the order from printing in the ship-from warehouse until the transfer is posted to confirm the stock was retrieved.

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InOrder ERP Quick Tip – Finding a Configuration Setting

One of the many great features about the InOrder ERP system is its versatility. For example, you can tell InOrder which default credit card to use when processing payments, or whether to pause before printing checks. You can even determine when to stop totaling orders for each added line item to improve response time of very large orders.

These functions can be controlled with simple configuration settings that are accessed through an easy to use window from the main menu.

InOrder ERP Configuration Settings

The InOrder ERP system can use hundreds of configuration settings, so the most efficient way to find your setting is to use the Configuration Setting Filter. Simply enter the setting you need to set, click the Filter button, and InOrder finds it for you.

InOrder ERP Configuration Settings Sample Filter

If you’re looking for a configuration setting but you don’t know the exact setting, the Filter can help you find it. For example, if you need to set the default maximum number of batches per shipment that can be assigned to one warehouse picker, you can search for a key word. InOrder will display all the results it finds with that word in the setting or the description.

InOrder ERP Configuration Filter Results

Simply click the Clear button to start a new search. This filter is also on the Security Class window to help you search on the Privileges tab.

InOrder ERP Privileges Filter

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InOrder Quick Tip – Updating an Applied Payment

Has this ever happened to you? You’re applying a payment to multiple invoices, and half-way through, it’s time to go home, or each lunch. Fortunately, InOrder lets you pick up where you left off.

When the entire payment amount is not applied before closing the Reapply A/R window, the balance of the payment is applied to Invoice #0 until the applied payment amount is updated. This feature is used to update the payment applied to Invoice #0.

Update Applied Payment in InOrder ERP

  1. From the Original Invoice drop-down list, select “Applied Payments.”
  2. From the Amount drop-down list, select the payment to update.
  3. From the New Invoice drop-down list, select Update Applied.
  4. Click the Apply button.

Using InOrder ERP to Continue Updating Applied Invoices

  1. On the Select Invoice window, the value in the Applied column for Invoice #0 represents the amount of the selected payment to be applied. Click the Clear button to remove the amount applied to Invoice #0. When the amount of the payment applied to Invoice #0 is cleared, it is reflected in the Amount Remaining field.

Use InOrder ERP to Apply Payment to Multiple Invoices

  1. Select each invoice to apply.
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InOrder ERP New Transfer All From Bin Feature Saves Time for Your Warehouse Personnel

When entering Transfer transactions, InOrder users may have already noticed the new Transfer All From Bin button on the Transactions window.

This new function generates an inventory transfer to move all contents from the specified bin to their final destination en masse (rather than individual bin moves) to facilitate guided putaway transactions.

This function is useful for companies that participate in exhibits or use other temporary storage, manually moving stock from one place to another. Now you can update InOrder with the new information with the push of a button.

If you take a trailer out on the road, use Reorder List and Local Reorder Points (as usual) to load the trailer. This loads from multiple bins in the main warehouse to the trailer. When you return to the warehouse and putaway your stock, use the Transfer All from Bin button to generate a transfer to move all stock from the trailer (single location / single bin) back into the warehouse. The Transfer All feature is also useful when you have many items in a bin designated as a “staging area” and you are ready to move them all to the destination. In this case, the staging area bin can be transferred to a remote storage location or exhibit/trailer.

This eliminates the need for individual bin moves and allows transfers across locations from one warehouse to another. You can also print your transaction and use it as a work order.

Previously, when stock was transferred, InOrder identified the From-Bins. Now, you can also select the bin from where you want to transfer your stock, which is also very useful.

How much time will this new feature save you?

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Quick Tip – Copying Deposit Batch Details to a Spreadsheet

Do you need to quickly get deposit batch details to a spreadsheet? To copy the details, use the copy shortcut (Ctrl+C) or click the copy button on the InOrder toolbar.

Then paste (CTRL+V) the details into your spreadsheet:

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InOrder Quick Tip – Searching by Check Number

You may occasionally need to find an order by searching for a specific check number. If the check number was specified when the payment was entered, then finding that order is as easy as searching for the invoice. Here’s how:

  1. In A/R Lookup, select the Reference # option in the Search By box.
  2. Enter the check number in the Reference field.

InOrder ERP Lookup Order by Check

All invoices containing that check number are listed in the search results.

AR Lookup Order by Check Results

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Customer Service – Helping Your Customers Helps Grow Your Business

Customers appreciate when customer service reps are helpful and make sure they don’t miss anything. It saves customers time, frustration, and shipping costs.

One way to help your customers get everything they need is to provide helpful followup after a kit is ordered. When a customer needs a refill or a replacement part for a kit that was ordered a year ago, the Customer Service Rep needs only the original kit number to see all the components available with the kit.

InOrder ERP Customer Service Kit ComponentButtonEnter the item number. Before clicking the Go button to add the kit to the order, click the ellipsis button. This opens a list of all items in the kit to determine which part the customer needs.

InOrder ERP Order EntryThis window is also valuable for presenting a collection of items that may be only indirectly related so not sold as a conventional “kit.” For example, S’mores ingredients may include chocolate, crackers, and marshmallows. However, if a customer is buying these ingredients for a camping trip or a backyard pit fire, additional suggestions (such as firewood, roasting spikes, fire starting chips, and a CD with campfire music) may be very much appreciated. While you’re at it, you can even offer a variety of chocolate and marshmallows or sizes of firewood bundles to select, as shown in the next example.

InOrder ERP Customer Service Kit Item ReplacementWhile customers select only the items needed for the occasion, your Customer Service Reps can make sure they don’t miss anything.

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