LN Processes

Processing Additional Shipping
05/11/2021 Author J Haller   If you’re dealing with a Kingspan order that requires an additional delivery charge ie HIAB or a re-delivery then you can cre...
Fri, 23 Dec, 2022 at 11:11 AM
Add Sales Office to Items
05/11/2021 Author J Haller Go to master data > Items > Search for the item > Go to Sales Office (down at the bottom) and it shows SO21. To add ...
Fri, 5 Nov, 2021 at 1:57 PM
Process for changing an order on CMS
05/11/2021 Author J Haller Process for when a customer would like to change their order ie model of tank etc *UPDATE 11/5/23  - If order HAS NOT bee...
Thu, 7 Dec, 2023 at 1:19 PM
Setting Up an Account Customer/Processing a PO on Credit Account (on CMS)
18/06/2024 Author J Haller Setting up a Credit Account- If you have a customer who wishes to apply for a credit facility with us, please direct them...
Wed, 17 Jul, 2024 at 12:18 PM
Creating a product in LN and CMS
05/11/2021 Author J Haller
Thu, 7 Dec, 2023 at 9:42 AM
Receipting-in
05/11/2021 Author J Haller
Fri, 5 Nov, 2021 at 2:05 PM
To View/Add Notes On An Order
05/11/2021 Author J Haller Open sales order and click  (on top bar) – click ‘Header Text’ – notes box will open to view/add to.
Fri, 5 Nov, 2021 at 2:07 PM
To Cancel An Order
05/11/2021 Author J Haller Open sales order – click ‘Actions’ – click ‘Cancel Order’
Fri, 5 Nov, 2021 at 2:08 PM
Editing Purchase Order Customer Notes/Text (Before Sending Order)
05/11/2021 Author J Haller In Sales Order Intake Workbench pop the order open.  Check prices and quantities (as usual) and then ‘Monitor’-‘Linked Objec...
Thu, 7 Dec, 2023 at 1:11 PM
To Find the suppliers ‘PDD’ number when a customer calls with a ‘TD’ number
05/11/2021 Author J Haller In the ‘Sales Order Intake Workbench’ end the TD number in the ‘Special Instructions’ box. Pop the order open. Click the fi...
Fri, 5 Nov, 2021 at 2:11 PM