Tutorials 2020 / 2021
Tutorial 3
Placing an Order with a Supplier
Level: Beginners
Duration: 30 to 40 min
The exercise can be saved and paused at any time.
Start Bp Event and log in as
User: Carolin
Password: cf
Carolin Fine works in the Banqueting Department and has been asked to order flowers for a regular customer, Mrs. Margaret Hall, who will also receive the invoice.
Aims and learning outcomes:
- Create a new account including a contact person
- Use a letter template
- Insert an address from the clipboard
- Send an order by email
Aim 1 Create a new account
You will learn how to create a new account for a supplier, add a contact person and apply the account category "supplier".
Carolin has the following address:
Name: Colleen's Flowers
Street: 5A Seagull View
City: The Laythe
Postcode: Y54 A677
Phone: 05341 6773045
Fax: 05341 6773047
Contact: Colleen McKenna
E-Mail:
1. Create a new supplier account
- Go to
Home >
Accounts
>
New.
- Enter the details given above in the appropriate fields. Tooltips will show on mouseover.
- Under Account categories, tick Supplier.
2. Create a new contact person
- On the
Contacts tab at the bottom of the input window, left-click
New.
- Tick the box in the first column to mark as primary contact for this account.
- Enter Colleen McKenna's details in the appropriate columns.
- Left-click
Save in the left-hand corner of the input window to save your data.
Aim 2 Create an order
You will learn how to select and adapt a letter template.
1. Create a new letter
- The newly created account is still open.
- Left-click
New in the horizontal toolbar and select
Mail >
Mrs Colleen McKenna >
Flower order. The input window for a new mail will open.
- Enter as Subject „Flower order for Mrs. Margaret Hall“.
- Complete the information by adding:
Date: next day
Value: 25,- €
Time: 16:30
Colours: orange and red
Text: Many Happy Returns
2. Copy Margaret Hall's address
- Search for and open Margaret Hall's account in
Home > Accounts
>
Search or by pressing F10.
- Left-click the
Clipboard icon in the horizontal toolbar to copy the complete address.
- Click on the
expand arrow and select
Save and close.
- Close the list of accounts by left-clicking
Close in the upper right-hand corner of the window.
2. Paste the address into the letter
- Place your cursor right behind the label "Invoice address" and press Ctrl + V.
- The data from the clipboard will be inserted in the text.
Aim 3 Send the order
You will learn how to send an order by email.
- Convert your letter into an email by selecting Medium
>
Email.
- The email address for Colleen's Flowers will be inserted automatically if there is one, but can be corrected manually if necessary.
- Click on the
expand arrow and select
Save and close.
- Note: In a live system you would send your email by clicking
Send in the horizontal toolbar.
You have now reached all the aims of Tutorial 3: You have ...
... created a new account and contact person
... used a mail template
... inserted address data from the clipboard
... sent an order.
Congratulations, good job!