HOPE System Guide During the Day 7/25/97 Page 61

Inquiries/Lookups

Inquiries and lookups regarding order content or status can be made in several ways. The most certain, of course, is order or sales slip number.

Since it's most important, particularly in a fast track operation, to save every transaction of whatever type only one set of numbers is used. Every transaction, whether an order, a sale from stock, a purchase order for store stock, or a quote, is assigned a unique number from the same sequence. All receipts of money or merchandise, payments, conversion of quotes to orders, etc., will be related to the number originally assigned. This makes lookups easy, and makes it easy to trace the status and history of any transaction.

Lookups may also be made by the customer's first or last name, the date of the initial transaction, or the customer's phone number. To access the Order Lookup Menu, choose Lookup Status from the Sales Menu, or one of the Order Status choices from the Main Menu choice Lookup.

The following sub-menu will appear:

Order Lookup

1) Lookup by Name

2) Lookup by Order Number

3) Lookup By Date

4) Lookup by Phone Number

5) Pick from Order List

6) Other Inquiries

7) Done with Lookups

F1 for Help

Your Choice:

Choose the method of lookup which is easiest for you and enter the requested information.

If you have the right item, answer Y to the question "Is this the item you want" An image of the order will appear on the screen with status information (Open, Shipped, Received, Delivered, etc.) also listed.

Changes may not be made to the information displayed since it is a permanent history record. To change, use Order Adjustments and Changes.