DBD: Order Entry 3 - Line Processing & Special Charges

The Workflow: Simply key in your Item Code, enter your quantity, and verify your auto-populated pricing data right on the single grid line before clicking Save.

Line Pricing & Quantity Controls

After leaving the item master configuration tabs, the system brings you to the core transactional pricing screens.

1. Item Tab

• Starting Number: If the Setup Tab flagged this product as a numbered form, you must enter the physical starting digit configuration here.
• Reorder Date: If you want this specific order line transaction to be tracked on your active on-demand replenishment reports, enter your target date here. Otherwise, click Next.

2. Pricing Tab

• Quantity Ordered: Key in your quantity for this order.

  📊 Automatic Calculations: The moment you hit enter on your quantity, DBd instantly calculates your financial line extension, gross profit dollars, and final margin percentage.

• Fixed Price:
  • Checked (Default): This locks the price, indicating the customer has been explicitly quoted this exact rate.
  • Unchecked Override: If you uncheck this box, the system protects your profit. If your final vendor manufacturing costs come back higher than expected, DBd will automatically scale the customer's selling price upward to preserve your target gross profit margin!

Click Next to advance to packing options.

3. Packing and Shipping

If your product code profile requires standard carton labeling, DBd dynamically evaluates your order quantity against your Carton Pack value to calculate the exact Number of Carton Labels needed. You can manually override this count here if your warehouse requests extras. Click Finish.

Purchase Order Setup

Before your order line advances to shipping, the vendor verification panels will load.

This screen populates automatically for every vendor assigned to your sales order.

• Plant Quote Number: if you have a quote from your vendor, enter it here.
• Previous Job Number: if you need to reference the last job with this vendor, record it here.
• Job Number: Record the supplier's internal job tracking tracking numbers here.
• Date Requested: Defaults from your core order header. If you are running a complex multi-vendor job, you can manually stagger different requested completion dates for individual suppliers here.

Click Exit to go back to the lines.

Specification Navigation Actions

• Bypass Specs: Click this if your copied or existing blueprints are 100% correct. This skips the deep layout pages and sends you straight to shipping.
• Comments Only: Skips the structural blueprint layouts and takes you directly to the text panel.
• Modify Specs: Opens up your deep-dive layout grids (like the Paper Tab or Composition Tab for forms, or custom templates for Envelopes, Binders, Labels, and Tags). If you are creating a multi-ply item from scratch, configuring the first ply automatically replicates details across the remaining layers to save you typing time.

Item Specification Comments

Your text block holds up to 8 lines of text (65 characters per line). You must flag each comment line with a specific visibility status:

• Yes: Permanent manufacturing instructions. These print on the vendor's PO and remain saved on the item record forever.
• No: Internal-only notes. These stay saved on the record for your team but will never print on the supplier's copy.
• Temporary: Order-specific vendor instructions. These print clearly on this specific PO but are automatically permanently deleted the moment the order invoice runs.

Click Exit and select Yes to save your specifications.

Adding Line 2: Special Charges (e.g., Artwork Fees)

If you need to add an auxiliary flat charge to the sales order—like an administrative fee, freight markup, or pre-press design cost—click New Line.

Configuring the Special Charge:

1. Leave the Custom box completely unchecked. This automatically grays out and bypasses your manufacturing spec panels.
2. Set your Line Type dropdown to Special Charge.
3. Key in your unique billing identifier (for example, ARTWORK      ). The master description and reporting product code will pull through automatically.
4. Enter the vendor code providing the service (you can enter your own internal code if tracking in-house production operations via the Intra-company Vendor feature).
5. On the Pricing Panel, enter your flat transaction extension amounts. Click Next to pass through General Shipping, and click Done.

Visual Reference: How auxiliary vendor fees and artwork charges append directly beneath an active line item row when utilizing the streamlined Summary Panel.

➡️ What's Next? Now that your items and auxiliary charges are locked in, you need to route where these pieces are physically going.  DBD: Order Entry 4 - Shipping & Warehouse Routing .