Let’s Get Started!
First, Click on the Create Job button to start a new order
Search for a Shipping Customer by Company Name
Click on Add Alternate Shipping Address under the Customer Shipping field (you can use: iPROMOTEu 321 Commonwealth Rd, Suite 101 Wayland MA 01778) and click Submit
Click “Next” after satisfying all the field
Select either the ASI or Sage search option (depending on which you use)
Search for a product by item code of your choosing and select “Order Now”. Please make this item a hard good, not apparel.
Add a QTY to a color of your choosing and select “Add Pricing”
Add a request ship and in hands date
Edit the sell price of the item
Once done, select “Add Line Item” to generate the selected item
Once the line item is created, we can now decorate the item. From the Job Summary screen under Line Items, check the box to the left of the item to make it eligible for decoration
Click on the “Decorate” box to the right
Select an imprint method and location for the decoration. Treat the imprint method as a run charge. Type in “Standard Imprint Area” in the location field
Add an imprint color
Select Art file from Computer or Artwork Library to attach artwork and click Next
Add required dates and pricing details if different
Add Setup Charge by clicking on the plus sign to the right. You will have to type setup charge in the description
Add decoration notes
Require a proof
Click Submit once done
Select Create PO from the Job Summary screen and follow the prompts to prepare the PO
Once Prepared, select “Close Without Sending”
Select the “POs” screen from the quick links at the top
Use the dots on the righthand side to select Void PO
Add and Save a Note under the Notes quick link
Add and Save a reminder under the “Reminders” quick link
You’ve completed Step 1! Keep going! Click here for Step 4 – Bundled Purchase Order Module
COMPLETED: Step 3 of 6 (50%)
A: Global Search is the bar on the top of the screen in the Blue Bar. This can be used to find information across the OMS if you are unsure what module the information is in and/or have vague information.
The Module searches are the search fields you see at the top of each module. These are used for specific searches within each module. For instance, if you are looking for jobs placed by a specific customer, you can use the Job Module search and use the fields to filter that specific information.