About theCE for BPCS windows The main window has been designed with some administration buttons across the top of the window and Order & Account menu down the left side. This is where the order & account menu items take you:
|This takes you to an information window containing promotional material.|
|To look at an existing Order. You can initiate a new order from this window.|
|To enter an order or change an order.|
|Saved Orders are sample orders that you saved so that you can base future orders on them. You can initiate a new order from this window.|
|To look at all the account of the current customer in summary or details format.|
|To find details of a specific product or product range. You can initiate an order from this window.|
|A list of your product codes and your supplier's corresponding product code, if applicable. This list is normally maintained by the system administrator. You won’t see this menu item if you are using your supplier's product codes.|
|A list of the customers you can place orders for. You will only see this list if you are ordering on behalf of a number of customers.|
These are the administration options across the top of the window. Why not try
them to find out what happens? If you don't want to try them, this is what they
|Opens this help text. When you press Help on any window, you will be taken to the text that actually relates to the window you currently have displayed.|
|Use this option to send an email as described in Contact Us.|
|This window shows the CE for BPCS features that you have authority to access.|
|This option allows you to change your Sign-In password or email address. Whenever you send an order, a confirmation email is returned to the email address that is listed on this window. Please make sure that you change it if you get a new email address.|
|You will learn of any new site features here.|
If the session is terminated before you have finished an order, the details will
be saved for you. The next time that you sign in to CE for BPCS
you will get a pending order message.
Move the help window out of the way by grabbing the title bar (which is along the
top of the help window) with your mouse and drag it into a different location.
Use the Search Options. Note that only the first search option that you enter will
For example, if you were to enter the Requested Ship Date and the Item Number,
then only orders matching the Requested Ship Date will be displayed in the list.
If you enter just the Item Number, then all orders containing that Item Number
will be displayed in the list.
Click on the underlined Order Number.
To return to the inquiry list, press the Back arrow
on your toolbar.
Display the details of the order on which you wish to base the new order and press
An order will be created for you if you don't have one open. You can change the
new order if required, as described in Order Entry.
You can start from any one of these menu items:
These are orders that you create to use as "templates" which become the basis of
future orders. You will find it very worthwhile to save a copy of your regular
orders to re-use in this way. Simply click on this option to open the list of saved
orders and select the order to be used as the basis of the new order as described
in Saved Orders. Initiating an order from a Saved
Order will overwrite an order that you may have already started.
Find an existing order using this option, and then press
Click on this symbol
(the magnifying glass) to the left of each order line to open the Product list.
How to search for a product is described in Product
Click on this
symbol to the right of the date. It will open a small calendar so that you can
choose the date you require. You can, of course, type the date in the Date entry
A cross on an order line indicates that there is an error on that line. An error
message at the top of the window will tell you exactly what is wrong with the order
line. (Match the line number on the error messages to the line number that is to
the left of the order line.)
A tick on an order line indicates that the order line is valid but that there is
another order line that has an error on it
Simply press the word Clear on the line that you wish to delete. Your window will
be re-displayed to you, so clearing a line may take a second or two.
This is what the buttons along the bottom of this window do:
|Press this one to validate your order lines. If all your lines are valid, the window for the next phase of the order (the shipping details) is displayed. It is therefore best to validate your order lines after they have all been entered. (Pressing Validate Order does not create an order, you still have more details to enter.) If any order item is invalid, the order lines will be returned to you with one or more error messages. Invalid lines will have a on the far right of the line. Valid lines will have a on the far right of the line. You cannot continue with an order that has invalid order lines. You must correct or delete the lines in error before you can continue with the order.|
|Press this button if you have a long order and you need some more order lines.|
|Use this button to create a Saved Order of the order lines currently in the window. The Saved Order can then be used as the basis of future orders. If you wish to save both the order lines and the shipping details, save the order after you have entered the shipping details. When you press this button, you will be asked to assign a name to the order you are saving. Make sure that you use a name that you will recognise, as you will use this name to find the Saved Order in the future. To save time, you should aim to create Saved Orders for all your regularly placed orders.|
|Press this button to reset the order form.|
These are for further details relating to this Order. For example, delivery times
for this customer. There are two lines of 50 characters each.
Press the Back button on your toolbar to return to
the order lines.
|Press this button when you have completed all the order's details. Once you press this button, the order is committed.|
|Use this button to save a sample of the order that you are looking at. You can then use this Saved Order as the basis of future orders. When you press this button, you will be asked to assign a name to the order you are saving. Make sure that you use a name that you will recognise, as you will use this name to find the Saved order in the future.|
|Press this button to reset the order form.|
Click on Delete on the order line that you wish to delete.
You create Saved Orders by pressing
If you have more than one customer, you can display another customer's details
and selecting another customer from the list. When you select another customer,
you are returned to the Home window. You will need to request an Account Inquiry
Use the Search Options. If you don't know the Purchase Order Number, enter the
approximate date or range of dates.
to start the search. A list of the documents is displayed.
Find the document that you would like to look at, and press the underlined Document
Number on the left of the line. The document's details are displayed.
Press Printable Version to print the details displayed.
Press the Back button on your toolbar or press Customer
First, you will need to start a search for the required product. To do this, enter
a Search Option.
at the bottom of the Search Options to start the search process.
Note: Only enter one Search Option. If you enter more
than one, only the first one will be used.
If you have no idea of the product number, start by selecting an Item Class. To
do this, click the small triangle to the right of the Item Class entry box and
select a line from those displayed. Then press
Searching via the description can be very, very slow. For this search, every character
in the description of every product is searched to find a match for the combination
of characters you have entered. The resulting list can be very long.
For example, if you enter "te" (without the quotes), in the Description Search
entry box, then all products with "te" in their description will be displayed.
This could include products with these words in the description: white, tea, team,
concentrate, and so on.
If you do wish to search on description, then you do not need to enter a whole
word, any part of a word will do.
No. Each search starts off from the beginning.
If these buttons are present, press
at the bottom of the window. Press
to return back over the list.
Simply enter the quantity you require in the order entry line. Then press Copy
to Order. You can order more than one product, but only on a single page, before
you press Copy to Order.
If you have started the Product Inquiry from the Order Entry window, the Products
are added to your order.
If you have not started an order, one will be automatically created for you.
When you have made the necessary changes, press Submit.
Press Submit Changes to have your details updated.
Click on the small arrow to the right of the Who would you like to contact? entry
box. Select the recipient from the drop down list. Some of the entry boxes will
then be filled in for you.
Enter the remaining details as appropriate and press
. If any entries are invalid or incomplete, an error message will be returned to
you. In this case, correct the errror and press Send again.
If you decide not to continue, press
to cancel the details.
On some windows, you will see some Search Options on the left of the window. These
options allow you to select specific items from the various lists that you will
You have the opportunity in any search to specify some search criteria in one of
the Search Option's boxes. Note that only the first search option that you enter
will be used.
For example, if you were to enter both a Requested Ship Date and an Item Number,
then only orders matching the Requested Ship Date will be selected for display.
If you enter just an Item Number, then all orders containing that Item Number will
be selected for display.
To start a search, press the
button after you have entered your search options.
To clear your search options, press the
Click on this
symbol. It will open a small calendar so that you can choose the date you require.
You can, of course, enter the date in the date entry box instead.