AS400 Placing an Order

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To place an order please use the following steps:

Step 1

From the Phone Room Main Menu (MTB20)

type in 19 on the command line and press ENTER(CTRL). (option 19 should be for the Sales Order Entry screen)

Step 2: You will receive a prompt to enter your Agent Initials

Enter your initials
Press ctrl.

Your name or ID should come up next to your initials.

Press command 20 (Shift f8)

Step 3: Enter the consumer name, customer number (if needed see AS400 Account Numbers for customer numbers), telephone, and zip code. After this information is entered, hit command 1.

Step 4a (If you have an item number if no item number see step 4b): In the order details screen

Enter the MFG code (025 for Spectrum)
Enter the item number
press Tab and then enter the quantity
press enter (ctrl)

Step 4b (skip this step unless item number is unknown): In the order details screen

Enter the MFG code (025 for Spectrum)
Enter the Qty
Enter the model number
press Command 16.

From the Model/Part Lookup Screen

First look to see if there are model notes. If there are notes for this model there will be a message above the parts list (Rev.Image: Has Notes) Press cmd 2 to view notes and cmd 7 when finished. Always read notes if available

Find the part from the parts list and put an “X” next to the part to be ordered.
Hit enter

Please Note (step 4a&b): If the item (model or part) is not available, the bottom of the screen will say “Specified Item has no stock. Press Cmd 4 for Subs). Command 4 will pull up the substitutes.

Put an “X” next to the substitute. Hit enter.
If there are no substitutes available (not just out of stock), the CSR will not be able to place the order.

Step 5: In the order details screen (07026)

select the price of the part by placing an X under the "Sel" column
Hit Enter (CTRL)
IF the item has notes there will be an asterisk symbol under the "N" column. To view these notes put an X in this column and press Enter (CTRL. After viewing the notes press Cmd 7 to return.

If you are changing the price on the item:

Enter new price in the “Price" column and type FX in the "Typ” column
Make sure if you change the price you do not put an x in the "Sel" column or you will receive an error
Press Enter (Ctrl)

If qty and pricing are correct press Command 20 (F8) to commit the part to the order

Step 6

If the consumer wants additional items please add items (repeating steps 4-5)
When finished entering the order press Command 3 (this will allow you to review the order)

It is recommended to review every order

If the order is correct press Command 18 (f6)

Step 7: In the Order Completion Screen

Enter a payment method

If any changes need to be made see the following:

0 (No Charge Orders)this will be the default when entering a No Charge order.

V(Credit Card)this is the default for any charged order

Q (Quotation -consumer will pay by check or money order) For information on quotes see AS400 Quote

Press tab to go to the next field

Shipping Options

1 (Overnight)

2 (Second Day)

3 (Ground)

M (Mail)

9 (See Notes) This option is used if there are special instructions

Press Tab

Tax Area

The state will already be filled in because the zip code was entered in the beginning of the order. If the zip code was not entered correctly put the state abbreviation in this field followed by 2 zeros

Hit Enter (This will bring up the rest of the Order Completion 1 screen which includes: shipping and handling charges, credit card information and messages).

Step 8

Enter shipping and handling charges (if consumer is paying)
hit field exit (Enter)
Press Enter (Ctrl)

Please Note: If this is a No Charge Order you will not be able to enter a shipping amount it will automatically skip this field

Step 9

Enter the consumer First and Last Name
Purchase Order (Last Name of Consumer)
Credit Card Number and Expiration Date(If consumer is paying by CC)
If you need to enter any special instructions type the information on the message line. In the PIB field enter the letter "P" (Pick Ticket), "I" (Invoice), or "B" (Both).