Add inventory items to Order Entry

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add inventory items to Order Entry

Use the Add Selected to Order and Quick Quote commands to add items to Order Entry. The Add Selected to Order command reserves the selected items for a customer order, whereas the Quick Quote command adds the selected items directly into a quote or a customer order. Note that you can only add unreserved items to Order Entry.

Reserve items for a customer order

  1. In the Inventory dialog box, select the items that you want to load to a customer order.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  2. Click the Inventory ribbon tab.
  3. On the menu, select Order Entry > Add Selected to Order.
  4. In the Select Quote/Order dialog box, select the customer order to which you want to load the items.
  5. Click OK.

The Select Quote/Order dialog box closes. The items are reserved for the selected customer order.

Send items to a customer order

  1. In the Inventory dialog box, select the items that you want to add to a quote or customer order.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  2. Click the Inventory ribbon tab.
  3. On the menu, select Order Entry > Quick Quote.

    The Quick Quote dialog box opens. The properties of the selected items are visible in the Details section of the dialog box.

  4. In the Customer Name list, select the customer company.

    Note that the customer must already be saved in the Address Book.

    Tekla EPM automatically fills in the customer code and the default contact.

  5. If necessary, in the Contact list, select another contact person.
  6. According to your needs, do any of the following:

    To

    Do this

    Send items to an existing quote or customer order

    1. Click Save to Quote/Order.

      The Select Quote/Order dialog box opens.

    2. Select the quote or order to which you want to send the items.

    3. Click OK.

    The items are sent to the selected quote or order.

    Send items to a new quote

    1. Click Save to New Quote.

    2. To create a new quote and send the selected items to it, click Yes in the confirmation dialog box.

    3. In the Quote dialog box, modify the quote according to your needs.

      For more information, see Create a quote or an order.

    4. Click Save Quote Information.

    5. To close the dialog box, click the Close button (X) in the upper-right corner.

    Send items to a new customer order

    1. Click Save to New Order.

    2. To create a new order and send the selected items to it, click Yes in the confirmation dialog box.

    3. In the Order dialog box, modify the order according to your needs.

      For more information, see Create a quote or an order.

    4. Click Save Order Information.

    5. To close the dialog box, click the Close button (X) in the upper-right corner.

  7. To close the Quick Quote dialog box, click the Close button (X) in the upper-right corner.
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