SO-I  Customer Service Inquiry

Purpose of Program

This program provides an all purpose inquiry into the order status of a particular customer.  With one set of selection criteria you can check open sales orders, recent shipments, open work orders, and inventory status.

General Program Operation

The main screen starts with  either selecting a customer to further inquire on customer related information or to select an item to inquire on Stock Status and other inventory related information.  Each time you select a customer or item, a new tab will open on the top of the screen so you can have multiple customers and items open at the same time and move back and forth between them.

Customer tab - You can find a customer by entering any combination of full or partial values for the fields on the main screen:  Customer Code, Name, Telephone Number, Email address, a PO number or an Invoice number.  Once you have entered the information and click Find Customer, if you have entered enough information to identify a single customer, their information will populate the screen.  If you have multiple customers that satisfy the information specified, you will be presented with a list to choose from.  Once you have selected a customer, you will be able to click on tabs on the bottom of the screen to look at Orders, Invoices, Payments, Work Orders, or RMA.  On the RMA tab you will also be able to create an RMA so you can provide the customer with an RMA Number.

Stock Check (Item) tab - Clicking a check stock tab will open a list of Item and Description.  You can jump to an item by typing the number or, if you click on the Description column, it will search by description.  Once an item is selected, you will se a window displaying the current stock status and below that, a list of open Sales Orders.  To the right is a list of item links and at the bottom of the page are tabs for open Work Orders, Purchase Orders and Allocations.