Creating a Model Order

A model order can be used to import pre-defined part numbers into an existing order. Some common uses of a model order are:

New Account Initial Stocking Orders

Parts Packages (Merchandiser w/Parts)

Promotions

When you create a model order, Codis allows you to assign a synonym to the model order for convenience in order entry.

To create a model order use Order Entry ( option #1) form the Order Entry Functions menu.

Figure 1 (click on thumbnail for a larger view)

At the ship-to prompt, type “MODEL” <enter>.

Figure 2 (click on thumbnail for a larger view)

The order header indicates this is a model order used as a template for inclusion into a new order. Press <enter>.

Figure 3 (click on thumbnail for a larger view)

Enter a description of the model order or you can associate a synonym to the model order by typing a manufacturer code-comma-part number. Creating a synonym would allow you to enter the synonym in order entry at the part number prompt instead of “/MOD” to search for the model order associated with it.

Figure 4 (click on thumbnail for a larger view)

In figure 4, a synonym of M570,BPS has been assigned to the model order.

Enter the part number or part numbers you want to include in the model order. Override the price for each part that you want to retain a special price. If you don’t override the price Codis will price the items at the customer’s default price when the model order is imported into a new order. A price that has been overridden will retain the special price.

Figure 5 (click on thumbnail for a larger view)

Figure 5 is an example of a “Buy 10 – Get 1 Free” promotion. Since the price of the part on line 1 has not been overridden and the price of the part on line 2 has been overridden, then the customer will receive 10 of the part on line 1 at his regular price and 1 of the part on line 2 at no charge.

Finish the model order. Now you’re ready to use the model order and the associated synonym.

In the this example, when in order entry at the part number prompt and the customer orders the “Special” type “BPS” <enter>. Codis will ask you for a quantity. Enter the quantity of the number of specials, i.e. how many “Buy 10 – Get 1 Free” specials does he want.

Note: You can edit a model order, thereby allowing the same synonym to be used time and again.