The following article explains how to enter a replacement order in S2K

Order Entry Header Page


  1. Confirm Order Type
  2. Confirm ship to (click on the link below for additional information)
    1. How to Enter a Ship-To Address
  3. Enter Customer PO 
    1. PO will be “REP Previous Invoice Number” (ex. REP 1234567)
    3. If the original order has not invoiced, use “REP WO Order Number” 


  4. Enter order placed by
    1. How to search for AND/OR enter a new contact
  5. Enter order source
  6. Verify Terms and change as necessary.
    1. Use "3 Criteria" to determine if we need to change the terms to terms 23
      1. Click here to see 3 Criteria Job Aid
  7. Click "Accept" to go to the next screen (Order Entry/Update Screen )


Order Entry/Update Screen (Body of the Order)

  1. Enter the quantity
  2. Enter the Part Number
    1. How to Add Adhesive to Sheet
    2. How to add Special Cut instructions to a Sheet Order
  3. Enter the "U/M"
    1. Search this field to see available units of measure
  4. Confirm description
  5. Confirm Price
  6. Click Accept
  7. Once item(s) are all entered, click "End Order"

Order Entry Advising Screen


  • To change the shipping location of the item:
    • Delete the amount in the current field and re-enter it in the shipping qty field of the new location 
    • -OR- Highlight the quantity and drag it to the correct warehouse
    • Click the "Update" button to advance to the next screen (Left side of the screen toward the middle)

Freight Estimate Screen

Freight Estimate Screen – How to change the shipping method

  • If you don't need to change the shipping method, Press "Enter" to advance to the next screen
  • If you need to change the shipping method, follow the steps below.
  1. Click on the Shop Rate Button
  2. Delete current ship method
  3. Search on the ship via field you want to change to 
    1. Right Click and Select Search
  4. Click on the correct shipping method and press enter
  5. After “Ship Via Search Window” closes click “Update”

    1.  

  6. Press Enter to leave freight screen (after “Shop Rate” window closes)

Freight Estimate Screen – How to override shipping costs


  1.  Change “Charge Frt” field to “O”
  2. Update the “Bill Code” field to "C" (Cost Freight)
    1. Click on field and press F4 

    2. C – Cost Freight (charge $0)

  3. *** If split-shipping, each location needs a bill code (see below)

Order Entry – Summary Page

  1. Communicate special instructions in the “Comments” box. These comments appear on confirmations, orders, credits, returns, and invoices and are visible to customers.
  2. Add internal order notes if necessary
    • Ext Notes are for internal use.
    • They communicate order details or changes that were made to others
  3. Email confirmation to the customer
  4. Run credit card, if terms are credit card(Click on links below for additional instruction)
    1. How to process a credit card payment
    2. How to add a new credit card
  5. Take order off Hold to proceed

*If you need to leave the order on hold, change to a different code (the hold reason code is searchable)