Create a VSP Ticket

Order Entry by Customer Catalog Codes (VSP).  A VSP Ticket is an order which is generate for a customer that has a Customer Catalog (Inventory) attached to the AR Account.

VSP Type Tickets allow for Non-Customer Catalog group and trade service items to be inputted on the ticket as well as customer items from the Customer Catalog.  
To create a VSP Ticket go to Operations -> Order Entry -> and click on the Create VSP Ticket link.  

Step 1:  Selecting the Account ID link above will open an AR Master Search Screen.  
Search for the AR Account # and then paste from the search results.  Pasting the AR Account # will paste the AR Account #, Customer Catalog ID and the associated Price ID (if applicable) to the newly created VSP Ticket.

Step 2:  Complete the VSP Ticket Header.  The following fields make up the VSP Header

• Order # - Customer Order number

• Req # - Customer Requisition number

• Written by:  Salesman # (required field)

• Shorts Code

• Date Requested (Req) (required field)

• Expedite Date

• Credit Card Type

• Check/CC #

• Currency Code

• CC Exp Date

• Currency Multiplier

• Currency Flag

• Remarks

For detailed information on any of these header fields please refer to the documentation for Creating a New Sales Order.

Step 3:  Enter items on ticket.

 Items on a VSP Type Ticket MUST be entered using the Search function (highlighted above).

To enter items click the Search button above to open the Product Code Search screen.  Notice that the default table to search for product is the Customer Catalog.  Product may be added to a VSP Ticket from the Customer Catalog, Group Inventory or from Trade Service.

1. Customer Catalog Add:  When searching for material, the Customer Catalog will be accessed by default.  The following search screen is provided to find Customer Catalog product.
   
   
   
    Items from the Customer Catalog may be searched by any of the following criteria:

1. Product Code

2. Customer Product Code

3. Vendor

4. (product) Description                 

2. Group Inventory Add:  Select Group Items from the 'Table to Search' drop down.  
   
   
   
   Items must exist in the Group catalog either as a Stock or Non-Stock major coded item.  
   Items from the Group Inventory may be searched by any of the following criteria:

1. Product Code

2. Vendor

3. (product) Description

4. Cross Reference Code

5. Stock Class  

3. Trade Service Add:  Select Trade Service from the 'Table to Search' drop down.  
   
   
   
   Items from Trade Service may be searched by any of the following criteria:

1. UPC Code

2. Catalog #

3. MFR Prefix

When your search results come up, select Paste to add the item to your VSP Ticket; then select Back to return to the Product Code Search Selection screen to search for the next item.  Repeat until all items have been added.

Enter the Quantity to order and the Customer Item # (if appropriate) on the input page.

Step 4:  Finish Input
Click Refresh to fill in Customer Code information,item description, quantity on hand and pricing.

If adding more then 20 items to order, enter all data for first 20 items, click refresh and then select More Rows to input items 21-40, etc.

Step 5:  End VSP Ticket
When all input is complete select either End/Print or End/Que to finish

1. End/Print - Ends the ticket, provides user with a DT number and immediately sends the ticket to the printer.

2. End/Que - Ends the ticket, provides the user with a DT number and sends the ticket to the print Que to be printer later.

For additional information on creating a DT please click here.

A VSP Type Ticket may also be generated using a Quote.  When creating a quote be sure to change the ticket type from Normal to VSP.  For detailed information on creating a Quote, please click here.