Searching Customer Information(Outward Order)


Method 1:


  • Open a new OMS screen in another tab.
  • Go to Masters->Click on Customers->Select a client ->click on search button.
  • All customers details will reflect on screen (If the list is large, you may search by entering few keywords on 'search Customer' textbox present in top-right of the screen to get highlighted search result)
  • Copy either Customer Id or Name present in the list for the desired customer.
  • Switch to the 'Create Outward Order' in oms (Client and warehouse must be selected in order to enter customer detail).

  • Paste the copied text in the Customer textbox and click on Search button. Customer Location would automatically be reflected on screen.


Method 2:


  • Login to jasper->Go to Standard Reports->Click on 'Customer/Supplier Details - OMS'->Chose Partner Type. (For Customer information, select checkbox for CUSTOMER).->Click on Apply Button.
  •  The list of all customers would display. Copy either Partner Id or Name present in the list for the desired customer.
  • Switch to the 'Create Outward Order' in oms(Client and warehouse must be selected in order to enter customer detail)

  • Paste the copied text in the Customer textbox and click on Search button.Customer Location would automatically be reflected on screen




Searching Supplier Information(Inward Order)



Method 1:


  • Open a new OMS screen in another tab.
  • Go to Masters->Click on Suppliers->Select a client->click on search button.
  • All suppliers details will reflect on screen. If the list is large, you may search by entering few keywords on 'Search Supplier' textbox present in top-right of the screen to get highlighted search result.
  • Copy either Supplier ID or Name present in the list for the desired supplier.
  • Switch to the 'Create Inward Order' in oms (Client and warehouse must be selected in order to enter supplier detail)

  • Paste the copied text in the Supplier textbox and click on Search button. Supplier Location would automatically be reflected on screen


Method 2:


  • Login to jasper->Go to Standard Reports->Click on 'Customer/Supplier Details - OMS'->Chose Partner Type(For Supplier information, select checkbox for SUPPLIER)->Click on Apply Button.
  • The list of all suppliers would display. Copy either Partner Id or Name present in the list for the desired supplier.
  • Switch to the 'Create Inward Order' in oms(Client and warehouse must be selected in order to enter supplier detail).

  • Paste the copied text in the Supplier textbox and click on Search button. Supplier Location would automatically be reflected on screen