OTOrder Tracker
Index
Principal Customer City State Zone Template Charge Create Order Order Details Phase Order Status
Phase Wise Search Close Order Search
Follow the steps below.
Step 1: Click on Master -> Principal.
Open the Principal Information Screen.
Step 2: Write the ‘Name, Address, City, Country, Contact
Name, Contact Designation, Pin Code, Fax, Phone1,
Phone2, E-mail Address’.
Step 3: Click on SAVE button, Message is display ‘Supplier
added successfully’, Click on OK button. Principal
Information is thus Saved.
Step 4: Click on CLOSE button to close the Principal
Information Screen.
PrincipalCreate New Principal Information
Customer
Follow the steps below.
Step 1: Click on Master -> Customer. Open the Customer Information Screen.
Step 2: Write the ‘Name, Address’.Step 3: Select the ‘City’.
If you want to add New City & State then Click on City(+) Sign.Step 4: Write the ‘Pin Code, Fax, Phone1, Phone2, E-Mail’.Step 5: Select or Write the ‘Category’.Step 6: Select the ‘Zone’.
If you want to add New Zone then Click on Zone(+) Sign.
Step 7: Click on SAVE button, Message is display ‘Customer Saved successfully’, Click on OK button, thus Customer Information is Saved.
Step 8: Click on CLOSE button to close the Customer Information Screen.
Create New Customer Information
Follow the steps below.
Step 1: Click on Master -> City.
Open the City Information Screen.
Step 2: Write the ‘City Name’.
Step 3: Select the ‘State Name’.
If you want to add New State then Click on State
Name(+) Sign’.
Step 4: Click on SAVE button. Hence City Information is
Saved.
Step 5: Click on CLOSE button to close the City
Information Screen.
CityCreate New City Information
Follow the steps below.
Step 1: Click on Master -> State.
Open the State Information Screen.
Step 2: Write the ‘State Name’.
Step 3: Click on SAVE button to add the new State
Information.
Step 4: Click on CLOSE button to close the State
Information Screen.
StateCreate New State Information
ZoneCreate New Zone Information
Follow the steps below.
Step 1: Click on Master -> Zone.
Open the Zone Information Screen.
Step 2: Write the ‘Zone ID, Zone Name’.
Step 3: Click on SAVE button. Zone Information is thus
Saved.
Step 4: Click on CLOSE button to close the Zone
Information Screen.
Template
Follow the steps below.
Step 1: Click on Master -> Template.
Open the CreationTemplate Screen.
Step 2: First Select the Phase.
Step 3: Click on BROWSE(---) button, Select the file.
Step 4: Click on SAVE button, Message is display ‘Template
Saved Successfully’, Click on OK button, thus
Template is Saved on Selected Phase.
Step 5: Click on CLOSE button to close the Creation
Template Screen.
Create New Template
Follow the steps below.
Step 1: Click on Master -> ChargeMST.
Open the Charge Information Screen.
Step 2: Write the ‘Charge Name’.
Step 3: Select the ‘Charge Action’,
Charge Action (+) : Add the Charge in Total value.
Charge Action (-) : Subtract the Charge in Total
value.
Step 4: Click on SAVE button. Hence Charge Information is
Saved.
Step 5: Click on CLOSE button to close the Charge
Information Screen.
Create New Charge Information
Charge
Create Order
Follow the steps below.
Step 1: Click on Order -> Create Order or Click on Create Order. Open the Create Order Screen.
Step 2: Change the Our ‘File No.’ & Select the ‘File Creation Date’.Step 3: Write the Customer ‘Order No.’, Write or Select
the ‘Order Type’ & Select the ‘Order Date’.Step 4: Select the ‘Principal’, Write the Principal
‘Quotation No.’ & Select the ‘Quotation Date’. If you want to add New Principal then Click on
Principal(+) Sign.
Step 5: Select the ‘Customer Name’ & Change the ‘Address’.
If you want to add New Customer then Click on Customer Name(+) Sign.
Step 6: Write the Our ‘Quotation No.’ & Select the ‘Quotation Date’.
Step 7: Click on ORDER DETAILS button. Open the ‘Order Details’ Screen. Fill & Save the
Information in Order Details Screen & Close the Order Details Screen.Step 8: Click on SAVE button, Message is display ‘Order Saved Successfully’, Click on OK button, thus
Order is Saved & Order Details Screen is Close.
Create New Order
Order Details
Follow the steps below.
Step 1: Click on Order -> Create Order or Click on Create Order. Open the Create Order Screen. Fill the Information in Create Order screen.
Step 2: Click on ‘Order Details’ button. Open the Order Details Screen.
Step 3: Write the ‘Part No., Part Name, Quantity, Price, Units’.
Step 4: Write the ‘Payment Terms, ICA Payment Terms, Remark’.Step 5: Select the different Charges & Write the
Corresponding amount in Column.
Step 6: Select ‘Currency & INCO Terms’.Step 7; Write the ‘ICA Commission’.
Step 8: Click on SAVE button, Message is display ‘Order Details Saved Successfully’, Click on OK button. Order Details is thus Saved.
Step 9: Click on CLOSE button to close the Order Details Screen.
Create New Order Details
Phase
Follow the steps below.
Step 1: Double Click on Selected Order. Open the Phase Details Screen.
Step 2: Right Click on the Selected Phase and Click on Add or Double Click on Phase for which you want to Add Details.
Step 3: Click on SAVE button. Hence Selected Phase is Saved.
Step 4: Click on CANCEL button, Not Save the Phase Information.
Step 5: To Modify the Previous Details. 1. Select the Phase for which to Modify, 2. Select the Phase Details from Previous Communication, 3. Right Click on Selected Phase & Click on Modify, Make the Changes & Click on
Save button to Save the Phase Details.
Step 6: Click on CLOSE button to close the Phase Details Screen.
Create New Phase
Order Status
Follow the steps below.
Step 1: To Modify or Delete the Order Select the Order, Right click on selected Order -> Modify Order or Delete Order.
Step 2: To see the different Reports (Condition Sheet or Commission Working Sheet or Order Principal Summery or Order Sheet) of Order. Select the Order, Right click on selected Order -> & choose any 1 Report.
Step 3: To create New Notes. Select the Order, Right click on selected Order -> Add Notes. Open the Notes Screen.
Step 4: Write the Note.
Step 5: Click on SAVE button, thus Note is Saved & Screen is Close.
Step 6: Click on CANCEL button, Note Screen is Close.
Step 7: To create New Document. Select the Order, Right click on selected Order -> Add Document or Click on Attach Scanned Copies. Open the File Dialog box.
Step 8: Select the file & Click on OPEN button. Attach the Document for Order.
Step 9: To see the Order Status Report, click on PRINT button.Step 10: Click on HISTORY button,
See the Phases for Selected Order.Step 11: Click on NOTES button,
See the Notes for Selected Order.Step 12: Click on DOCUMENTS button,
See the Attach File for Selected Order.
Use of Main Screen
Phase Wise Search
Follow the steps below.
Step 1: Click on Queries -> Phase Wise Order Search
or Click on Search -> Phase Wise Order Search.
Open the Phase Wise Search Screen.
Step 2: Select Phase Name, To display the Order for
Waiting Stage of Phase.
Step 3: Click on PREVIEW, To display the Report for
Waiting Stage of Phase Order.
Step 4: Click on CLOSE button to close the Phase Wise
Search Screen.
Search the Order Phase Wise
Close Order Search
Follow the steps below.
Step 1: Click on Queries -> Order Closed or Click on Search -> Order Closed. Open the Order Closed Screen.
Step 2: Date wise Search the Closed Order, To Select the ‘From Date & To Date’.
Step 3: Customer & Principal wise Search the Closed Order, To select the ‘Customer Name & Principal’.
Step 4: There fore ‘2’ types of Report. 1. Summery :- Order Summery is display. 2. Details :- Whole Order Information is display.
Select any 1 option given above & Click on PREVIEW button, To display the Report of above mention type.
Step 5: To see the Orderwise Phase Details Report, Select the Order, Right Click on Selected Order -> Order Detail Status Report.
Step 6: Click on CLOSE button to close the Order Closed Screen.
Search the Closed Order
Customer Search
Follow the steps below.
Step 1: Click on Queries -> Customer Search or Click on
Search -> Customer Search.
Open the Search Customer Screen.
Step 2: Customer can be searched by selecting State,
City, Category.
Step 3: To search by Customer Write the ‘Customer ID’
or Click on ‘Customer Search’ button & Select
the Customer.
Step 4: While clicking on Reset All Search Criteria
button We can reset all search criteria's given
before.
Step 5: To Modify the Customer
Select the Customer, Right click on selected
customer -> Modify Customer.
Search the Customer
Principal Search
Follow the steps below.
Step 1: Click on Queries -> Principal Search or
Click on Search -> Principal Search.
Open the Search Principal Screen.
Step 2: See the all Principals.
To modify the Principal
Select the Principal, Right click on Selected
Principal -> Modify Principal.
Search the Principal
Order Value Commission
Follow the steps below.
Step 1: Click on Queries -> Order Value Commission or Click on Search -> Order Value Commission. Open the Order Value Commission Search Screen.
Step 2: Customer & Principal wise search the Order Value Commission, to select the ‘Customer Name & Principal Name’.
Step 3: First Check the Date Wise Search. Date wise search the Order Value Commission, to select the ‘From Date & To Date’.
Step 4: Click on Preview button, to display the Report for Order Value & Commission.
Step 5: To see the Order Wise Phase Details, Select the Order, Right click on Selected Order -> Orderwise Phase Details.
Step 6: Click on Close button to close the Order Value Commission screen.
Search the Order Value Commission
Order Registered
Follow the steps below.
Step 1: Click on Queries -> Order Registered or
Click on Search -> Order Registered.
Open the Order Registered Search Screen.
Step 2: Customer & Principal wise search the Order
Registered, to select the ‘Customer Name &
Principal Name’.
Step 3: First Check the Date Wise Search.
Date wise search the Order Registered, to
select the ‘From Date & To Date’.
Step 4: Click on Preview button, to display the Report
for Order Registered.
Step 5: To see the Order Wise Phase Details,
Select the Order, Right click on Selected
Order -> Order Wise Phase Details.
Step 6: Click on Close button to close the Order
Registered screen.
Search the Order Registered
Order Search
Follow the steps below.
Step 1: Click on Queries -> Order Search or Click on Search -> Order Search. Open the Order Search Screen.
Step 2: Order Type, Zone, Customer & Principal wise search the Order, to select the ‘Order Type, Zone, Customer Name & Principal Name’.
Step 3: There fore 3 Options for Report Search Criteria. 1. Customer Wise :- Only see the Customer Name wise
Order. 2. Principal Wise :- Only see the Principal Name wise Order. 3. Both :- See the both (Customer & Principal) wise Order.
Step 4: First Check the Date Wise Search. Date wise search the Order, to select the ‘From Date & To Date’.
Step 5: There fore 3 Options for Order Status. 1. Close :- Only see the Close Order. 2. Open :- Only see the Open Order. 3. Both :- See the both (Open & Close) Order.
Select any 1 option given above & Click on PREVIEW button, To display the Report of above mention type.
Step 6: To see the Orderwise Phase Details Report, Select the Order, Right Click on Selected Order -> Orderwise Phase Details.
Step 7: Click on CLOSE button to close the Order Closed Screen.
Search the Order
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