Client  

• Telephone Main: The main telephone number for the Client.
• Fax: The main fax number for the Client.
• Company Name: Enter the company name for the Client.
• Company Address 1 & 2: The default billing and shipping address for the Client.
• City, State & Zip: The city, state (2 letter postal abbreviation) and zip code for the Client.
• Country: The Client's country. AcctVantage uses USA as the default.
• Business Summary: A brief description of the Client’s business.
• Lead Source: Enter the method by which the Client was acquired. To select from a list, type the first few letters or the wildcard @ symbol, then press tab.
• Category: Click here to select a group from a pop-up list. To add more items to the list, see Modifying Pop-up Lists.
• Account Rep: The name of your employee who will be responsible for this account.

Contact  

• First Name: The first name of the Client’s primary representative to your company.
• Last Name: The last name of the Client’s primary representative to your company.
• Salutation: Enter the social title of the Contact. (e.g. Dr. Mr., Mrs. etc.)
• Title: The Contact’s job title.
• Telephone: The Contact’s telephone number, including area code. This will default to the Telephone Main previously entered.
• Extension: The Contact’s telephone extension.
• E-mail Address: The Contact’s email address.
• Service: Click here to select the Internet Service Provider for the contact from a pop-up list. To add more items to the list, see Modifying Pop-up Lists. .

Call Info

This information will be listed in the Correspondence area for future reference.  

• Summary: A brief description of the first call with the Contact.
• Detail: A detailed description of the first call with the Contact.

Order Information

• Their PO Number: The Client's Purchase Order number.
• Warehouse: The Warehouse from which the Product(s) will be shipped. This field is linked to the list of Warehouses on the system. To select from a list, type the first few letters or the wildcard @ symbol, then press tab.
• Account ID: If the Client has an account with the shipping service.
• Ship Via: Enter the shipping service for the Order. This field is linked to the list of Freight-type Products. To select from a list, type the first few letters or the wildcard @ symbol, then press tab.

Shipping Information (By default these fields will be populated with the data that was entered on the Client/Contact/Call tab.)

• Name: Enter the company name for the Client.
• Addr 1 & 2: The shipping address for this Order.
• City, State & Zip: The city, state (2 letter postal abbreviation) and zip code for this Order.
• Country: The Client's country. AcctVantage uses USA as the default.
• ATTN: Another field for the Ship To Address. Use this to alert a specific department or person at the shipping destination.

Line Items

• Part Number and Product Name: These are the Part Number and Names of those products that have Quick Entry enabled on Other Info tab of the Product record.  
• Memo: A description of the Product, taken from the Product record.
• Quantity: Enter the number of items that the Client wants to order.
• Sell Price: By default, the Sell Price will be taken from the Product record. You can change it if you want.
• Order Total: This is the Quantity multiplied by the Sell Price.

Payment  

• Receipt Type: Either select one of the immediate payment options from the drop-down list or click the Charge A/R box. If the Charge A/R box is checked, you are indicating that the Client has a line of credit with your company.
• Entry fields: The data entry fields will change to reflect the payment type indicated above. Enter the data as prompted.
  • Pay Info: Used with Charge A/R payments. Information entered here will appear in the Payments tab of the Sales Order record.  
  • Pay Info w/ Check ID: Used with check payments. Include the number of the Client’s check.
  • Card Holder Name: Used with credit card payments. Enter the name as it appears on the card.
  • Credit Card #, Exp Dt: Used with credit card payments. Enter the card number, followed by the expiration date in MM/YY format.

Other

• Tax Area: Enter the Tax Area here. This field is linked to the list of Tax Areas on the system. To select from a list, type the first few letters or the wildcard @ symbol, then press tab. For more information see Tax Areas.
• Subtotal: Calculates the sum of the Order Totals from the line items.
• Tax: This shows the tax rate that will be charged and Calculates the sales tax based on the Tax Area chosen.
• Freight: Enter the shipping charge.
• Total: Calculates the total amount of the order.

Note: When you are finished with the Quick Entry click OK to save. New records will be created including a Client record, a Contact record, an Order record, and a Correspondence record.