A client was showing me today her procedures for turning orders into invoices. It was cumbersome, even with the shortcut keystrokes. We came up with some suggestions for making it MUCH faster.

Their orders are mostly transferred from quotes in SalesCQ and are ready to invoice "as is". Even though the option in OrderEntry Profile "Default shipped as ordered" is enabled, CQ doesn't respect this, and quotes transfer with a zero shipped quantity. Getting CQ to respect the setting would be an enormous time-saver.

Once all items are marked as shipped, it would be a major time-saver if the OK button becomes the default button.

Through trial and error, I was able to figure out a way to make the OK button the default. I enabled Skip Field for every field on the OE Header tab. But that's not a very practical solution, and it only speeds things up if the items are already marked as shipped.

To summarize, I propose two changes - 1) that CQ respect the OE setting, and 2) that the OK button be the default if all items are marked as shipped.

This may seem minor to the average reader, but if it saves 5 seconds per order, and there are 100 orders per day, then we are talking 8 minutes per day saved.

Steve