For information on: |
See: |
general information on entering orders |
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the process of entering orders (overview) |
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pre-defining defaults for your order entry session |
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selecting a customer for an order |
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the basic order entry process, including entering customer information, items, and payment methods for order |
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how to change, review, or enhance information for items on an order |
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upselling the customer using features available to offer customer discounts, incentive items, or free gifts based on quantity, item, source code, or offer |
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entering or verifying additional address information |
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entering a shipping address that is linked permanently to the customer and will be available for future orders |
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entering a temporary shipping address to use for the current order only |
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specifying a different customer to receive the order |
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specifying a bill-to customer account to associate with the customer |
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reviewing or changing additional order properties |
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entering order messages, either for inquiry purposes only or to print on the pick slip or invoice |
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add miscellaneous charges or credits to the order |
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display additional options, such as customer action notes, customer profile, customer messages, void/reprint picks, and order totals across all recipients, related to the customer or order |
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scanning for items prior to entering an order in order to determine an item’s current availability and expected delivery from the vendor, and optionally pre-add the item to the order or track lost sales for items that are not available |
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capture additional information about customers, as defined in your company |
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using the Order Summary screen, which displays all items on the order, including any recipient orders |
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enter a return or exchange by entering a negative order quantity if you do not have the original order in the system |
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creating a customer membership by adding a membership item to an order |
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applying coupon discounts against an order or a particular order detail line |
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how the system stores an email address specific to an order |
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batched orders |
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how order batches work (overview) |
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working with an order batch |
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working with individual orders within a batch |
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how to release the individual orders in a batch or how to reject the entire batch, if necessary |
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order maintenance |
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a listing of the options available in order maintenance |
Entering Orders | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Introducing Order Entry |
OEOM OROMS 16.0 December 2016 OTN