In Winner, users can create, print and send an order via e-mail to a supplier in the the Ordering and delivery window. Users can also register After sales service costs. For a complete breakdown of sections and fields, see Ordering and delivery: Order. For a step-by-step guide for the entire ordering process, see Order: Processing an Order and Order: Completing an Order.
Registering a supplier order
At Project level:
- Right-click the desired alternative and select Order and delivery.
- In the Ordering and delivery window, under the Order tab, enter the correct information in the fields Preferred Delivered and Customer’s Order Number, Freight Marking and Comments.
NOTE! If the customer has ordered goods from several suppliers the user must send an order to each supplier. To select a supplier, click on the name of the relevant supplier before printing the order. - Select Print > Furniture order with graphical attachments to print a hardcopy of the order or to export the order as a .pdf file. In the Input date window, enter the correct information and click OK. In the Batch print result window, click Print to print a the order as a hardcopy, or click Export to export the order as a .pdf file.
Note: To see a copy of the order onscreen before printing or exporting, click Print preview.
OR,
Click Send mail to send the order as a .pdf e-mail attachment. In the Input date window, enter the correct information and click OK. In the E-mail addresses window, click the drop-down menu and select Suppliers. Left-click to select the correct supplier email from the list or select Unspecified to manually enter the address in Microsoft Outlook.
The Order Date and Dealer's order No fields will automatically be updated when the user prints or sends an order and the Order to supplier(s) status in the project window will be updated. For more information, see How to reset the invoice, delivery, supplier order, sales contract and quotation.
Once the user has received the order from the supplier, they should enter the date in the Delivery date from supplier in the Received date field.
Once the user has delivered the goods to the customer, they should enter the date in the Delivery to customer section in the Delivery date field.
After sales service costs
In some cases, users may accrue after sales service costs for unexpected expenses or claims that the user does not or cannot wish to pass on to the customer for example, loss or damage of units whilst in transit. Under the After sales service costs tab, users can add any additional costs accrued post-sale, which will be deducted from profits.
At Project level:
- Right-click the desired alternative and select Order and delivery.
- In the Ordering and delivery window, select the the After sales service costs tab.
- Under the After sales service costs tab, click Add.
- Enter the required information in the new line, in the Date, Supplier, Ref. number, Description, Cost ex. VAT, Originator and Comments fields.
Note: Winner automatically enters todays date in the Date field, left-click to select the Date field and then right-click the Date field to open the calendar to select a different date. - To add another line, click Add. To exit, click Close.
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How to reset the invoice, delivery, supplier order, sales contract and quotation