general information on entering orders

the process of entering orders (overview)

Introducing Order Entry

pre-defining defaults for your order entry session

Introducing Order Entry

selecting a customer for an order

Selecting Customers in Order Entry

the basic order entry process, including entering customer information, items, and payment methods for order

Entering Orders

how to change, review, or enhance information for items on an order

Working with Items on the Order

upselling the customer using features available to offer customer discounts, incentive items, or free gifts based on quantity, item, source code, or offer

Upselling the Customer in Order Entry

entering or verifying additional address information

Expanding the Address in Order Entry

entering a shipping address that is linked permanently to the customer and will be available for future orders

Using a Permanent Shipping Address in Order Entry

entering a temporary shipping address to use for the current order only

Assigning an Order Shipping Address

specifying a different customer to receive the order

Adding a Recipient Order in Order Entry

specifying a bill-to customer account to associate with the customer

Assigning a Billing Address in Order Entry

reviewing or changing additional order properties

Defining Order Properties

entering order messages, either for inquiry purposes only or to print on the pick slip or invoice

Adding Order Messages

add miscellaneous charges or credits to the order

Adding Miscellaneous Charges or Credits in Order Entry

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

Displaying More Options in Order Entry

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

Inquiring into Item Availability (DIAV)

capture additional information about customers, as defined in your company

Entering User Fields

using the Order Summary screen, which displays all items on the order, including any recipient orders

Working with Order Summary Information

enter a return or exchange by entering a negative order quantity if you do not have the original order in the system

Posting a Return or Exchange Through Order Entry

creating a customer membership by adding a membership item to an order

Entering Customer Memberships in Order Entry

applying coupon discounts against an order or a particular order detail line

Entering Coupon Promotions on an Order

how the system stores an email address specific to an order

Working with an Order-Level Email Address

batched orders

how order batches work (overview)

Introducing Order Batches

working with an order batch

Working with an Order Batch

working with individual orders within a batch

Performing Batch Order Entry

how to release the individual orders in a batch or how to reject the entire batch, if necessary

Accepting or Rejecting the Order Batch

order maintenance

a listing of the options available in order maintenance

Performing Order Maintenance