Add Order allows you to enter basic order information in StaffSuite.

For more information on order, click here.

Using the Order Add Wizard

The Order Add Wizard takes you step-by-step through the information necessary to add an order to your database. It is easily navigated using the following buttons:

• Next: Takes you to the next screen in the Add Wizard. Note: The Next button only becomes active when you have completed all the required fields on the current screen. Use this button to walk forwards through the Add Wizard.

• Back: Takes you to the previous screen in the Add Wizard. This is useful if you realize you made a mistake entering information during the Add Wizard.

• Cancel: Closes the Add Wizard WITHOUT adding a new order.

• Finish: Only available on the final screen (Temporary/Direct-Hire Order Complete) of the Add Wizard, this closes the Add Wizard and ADDS the new order to your database. The Assignment Wizard or Position Add Wizard (depending on whether this is a Temporary or Direct-Hire Order) start automatically once the Order Add Wizard closes.

The Order Add Wizard Fields

The Order Add Wizard contains the following fields (click the field name for detailed information):

1. The first thing the system needs to do is find the company for which this order is being created. On the Order Add Wizard window:

2. Parent

   If you know the name of the parent component for the company for which you are searching (or if the company you are searching for IS a parent level component), enter the parent name here.

   If you are not sure of the entire name, you can enter part of the name followed by an asterisk (*). The asterisk acts as a wildcard and will search for any parent company beginning with the letters you entered. For example, "ac*" will find Acme, Acworth.

   If you are not interested in looking for the parent level component, you can leave this field blank.

3. Component

   If you know the name of the company for which you are searching, enter the name here. NOTE: If you have a company in currency, the company's name will default into this field.

   If you are not sure of the entire name, you can enter part of the name followed by an asterisk (*). The asterisk acts as a wildcard and will search for any company beginning with the letters you entered. For example, "ac*" will find Acme, Acworth.

   If you are not interested in looking for a specific name (or you do not know the name), you can leave this field blank.

4. Level

   Use to select a level, if you wish to search for only those companies at a certain level (parent, division, location, or department).

   If you do not want to search on a specific level, select <all>.

5. Branch Servicing

   Use to select the staffing service branch that services the company for which you are looking.

   If you do not want to search on a specific staffing service branch, select <all>.

6. Company Number

   If you know the ID number of the company for which you are searching, enter the number here. NOTE: If you have a company in currency, the company's number will default into this field.

   If you are not sure of the entire number, you can enter part of the name followed by an asterisk (*). The asterisk acts as a wildcard and will search for any company beginning with the letters you entered. For example, "13*" will find 137, 13401.

   If you are not interested in looking for a specific number (or you do not know the number), you can leave this field blank.

2. The system searches the database based on the criteria you provided on the Order Add Wizard screen. If the computer finds any company that matches the information entered, they will be presented on the List of Companies window. Select the company (by clicking on its row in the grid) and click Next.

3. The system checks to make sure the company does not have a "Do Not Service" status and that it is not currently over its credit limit or past due. If it finds any of these are true, you are presented with a warning message. If none of these are true, the system displays the company structure with the company you selected highlighted on the Company Component window. Click Next.

4. On the Creation Options window:

5. Branch to Service Order

   Use to select the staffing service branch that will service this order.

   The system defaults to the user's branch and the drop-list only shows those branches to which the user has access.

6. Order Date

   Use to select the date that the order was received.

   The field defaults to the current date, but can be changed.

   For more information on using StaffSuite's calendar, click here.

   This field is REQUIRED.

7. Order Type

   Use to select the type of order you are creating. Your options are direct-hire or temporary.

   This determines whether the assignment or position add wizard runs after the order add wizard closes. It also cause some verbiage on the order add wizard to change.

   This defaults to the type of the last order entered.

   This field is REQUIRED.

8. Order Acquisition

   Use to select the method by which you acquired this order.

   The drop list changes based on the Order Type selected. In other words, there is an acquisition list for temporary orders and one for direct hire orders.

   The options in the drop-list are user-defined and can be changed using StaffSuite's Edit List functionality.

9. Create new Std Order

   Let's say that every Monday morning for the past three weeks, you have received the same order from the same client. Instead of entering the same information into StaffSuite each week, you can create a standard order that can be used week after week.

   If this is a standard order, check the box. This causes the field to become active. Enter a name for the standard order. NOTE: The name must be unique within the company.

   If this is not a standard order, leave the box blank. Clicking the box toggles it between checked and unchecked.

10. Hot Job

    Click to select this checkbox to indicate that this order, and all assignments created from it, are flagged as a "hot job" that require special consideration. Your staffing service will define what "hot job" means to you, and you can choose to include this indicator in Quick Order and Assignment Lookup results, or in searches.

11. Instructions

    Any special ordering instructions entered for the company displays in this text box. You may not edit the information in the text box.

    This information comes from the Company Billing Information window.

5. On the Order Description window:

6. Reason

   Use to select the reason that the order was placed with your company. This allows tracking of data for sales efforts.

   The drop list changes based on the Order Type selected. In other words, there is a reason list for temporary orders and one for direct hire orders.

   The options in the drop-list are user-defined and can be changed using StaffSuite's Edit List functionality.

7. # Needed

   Enter the number of employees needed for this assignment or position.

   This will be used to determine how many different assignments or positions to create.

8. Service Line

   Use to select the line of business of your staffing service that is servicing this order.

   Service lines are entered through the System Administration side of StaffSuite. Click here for more information.

   Depending on how the Staffing Service System Defaults are set up, the drop list will either show only those service lines linked to the company or all service lines. NOTE: If there are no service lines linked to company. then all service lines are shown no matter how the Staffing Service Default has been set up.

   NOTE: Depending on how Profit Measures are set up for the company, the service line entered here can affect the bill factor and margin/markup information. Click here for more details.

   This field is REQUIRED.

9. Category

   Use to select the category (Professionals, Technicians, etc.) of your order.

   The options in the drop-list are user-defined and can be edited using StaffSuite's Edit List Basic functionality.

10. Description

    Type a brief description of the order.

11. Instructions

    Any special ordering instructions entered for the company displays in this text box. You may not edit the information in the text box.

    This information comes from the Company Billing Information window.

6. On the Relationship Information window:

5. Taken By

   Click to open a Look Up Staffing Service Rep dialog and select the staffing service rep who took this order from the company.

   This field defaults to the current user, but can be changed.

   This field is REQUIRED.

6. Sales Rep

   Click to open a Look Up Staffing Service Rep dialog and select the staffing service rep who was responsible for the sale of this order.

   This field defaults to the current user, but can be changed.

   This field is REQUIRED.

7. Order Rep

   Use to select the company rep who placed the order with your staffing service.

   This field is REQUIRED if you have selected to require in on the Company Billing Information window.

8. Confirm Rep

   Use to select the company rep that must confirm an employee once the assignment/position has been filled/placed.

   This field is REQUIRED.

9. Instructions

   Any special ordering instructions entered for the company displays in this text box. You may not edit the information in the text box.

   This information comes from the Company Billing Information window.

7. On the Billing Information window:

7. A/R Comp

   Use to select the company component that should appear on the invoice.

   This defaults to the information entered on the Company Billing Information window (if any), but can be changed.

   This field is REQUIRED if you have selected to require in on the Company Billing Information window. If it is required, the field name will be in red.

8. Attn To Rep

   Use to select the company rep that should appear as the "Attention to Company Rep" on the invoice.

   This defaults to the information entered on the Company Billing Information window (if any), but can be changed.

   This field is REQUIRED if you have selected to require in on the Company Billing Information window. If it is required, the field name will be in red.

9. Attn To Comp

   Use to select the company that should appear as the "Attention to Company" on the invoice.

   This defaults to the information entered on the Company Billing Information window (if any), but can be changed.

   This field is REQUIRED if you have selected to require in on the Company Billing Information window. If it is required, the field name will be in red.

10. Ordering Comp

    Use to select the company that placed the order.

    This defaults to the information entered on the Company Billing Information window (if any), but can be changed.

    This field is REQUIRED if you have selected to require in on the Company Billing Information window. If it is required, the field name will be in red.

11. Using Comp

    Use to select the company that will actually be using the employee(s). In addition to the reporting value, the system uses the company entered here to break invoices during billing runs.

    This defaults to the information entered on the Company Billing Information window (if any), but can be changed.

    This field is REQUIRED if you have selected to require in on the Company Billing Information window. If it is required, the field name will be in red.

12. PO Number

    Type the purchase order number assigned to this order by the company component placing the order, if needed.

    This defaults to the information entered on the Company Billing Information window (if any), but can be changed.

    This field is REQUIRED if you have selected to require in on the Company Billing Information window. If it is required, the field name will be in red.

13. Ref Number

    Type the reference number assigned to this order by the company component placing the order, if needed.

    This defaults to the information entered on the Company Billing Information window (if any), but can be changed.

    This field is REQUIRED if you have selected to require in on the Company Billing Information window. If it is required, the field name will be in red.

14. Company Owning Billing Address

    Indicates the Billing Address (if any) of the Company owning the order. This information may not be changed on this window.

    NOTE: Since the system uses the AR Company's address on the invoice, it is possible that the address listed here will NOT be the one used on the invoice (for example, if you change the AR Company associated with this order).

    Billing Address can be changed on the Company Basic window.

15. Instructions

    Any special ordering instructions entered for the company displays in this text box. You may not edit the information in the text box.

    This information comes from the Company Billing Information window.

8. On the Temporary Order Complete, Direct-Hire Order Complete, or Standard Order Add Complete window, verify the information displayed. If it is incorrect, click the Back button to correct it. If you are satisfied with the information entered, click Finish.

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