Entering a Sales Order

Processing an order in Telios begins in the Sales Order module. Open the Telios Menu and select Sales Orders. (For more on navigating the menu, see: Telios Menu.) Press “A” to add a new order. The list will hide and you will be taken to the Sales Order Edit window.  For mo
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Selecting a Customer

There are several programs where you will enter a Customer. For example in an Invoice or a Sales Order. The most straight-forward approach is to type in the customer’s name. By Name Type the customer name into the Customer field. It will begin autocompleting after the first 3 ch
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Selecting an Inventory Item

There are many places in the software where you will enter an inventory item: invoices, sales orders, purchase orders, to name a few. There are a lot of different ways to select an item. The most typical way is by part number. Enter the Part Number into the Item Reference field. The p
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Managing Ship To Addresses

The ship-to addresses are saved in a list linked to the customer. You can add and edit ship-to addresses in several places, including the Ship To Editor and in the Customer Master. But you can also add them on the fly while you are entering an invoice or sales order. The entry field f
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File Name Options in Quiz and the Scheduler

In Quiz and the Background Schedule Task programs you can assign a fixed file name for the output of a report. The output format can be PDF, spreadsheet (in report or row formats), comma delimited or tab delimited. We have added the ability to format the file name with variable embedd
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Finding Stuff — Zoom

In the Finding Stuff series, there are a number of ways to find and filter data: wildcard, zoom, find, select and Quiz Select. This article is on ZOOM. Zoom is a filter on a Telios list. The filter is set from the column value of the highlighted column. Clear? Okay, here is an example
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Finding Stuff — the Wildcard

There are lots of ways to find data: wildcard, zoom, find, select, popups, quiz select… Here we start with the simple: the wildcard. Normally, when we want to look up something, we just type in the name, or the first part of the name. In the Vendor master program, we’re looking for a
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Finding Stuff — Find

This series on finding stuff has wildcard, zoom, find, select and Quiz select. So what’s more basic that Find itself? This function is standard on virtually every Telios list. Okay, probably not on all the popups, but just about everywhere else. So, how does it work? We look at the ma
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TAG

TAG is a method of marking records so they can be displayed in a sub-list. This method is available on virtually every main Telios editor.      Page 1 — tag    Page 2 — how tag works    Page 3 — tag display    Page 4 — un-tagged display Next – How ta
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Jump

Many of the records are related to one another. A Sales Order produces Shipping Orders, which produces Accounts Receivable Invoices. On the Sales Order there are line items which draw stock from Inventory, produce Make Orders, items from Purchase Orders. Jump is the means of getting f
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