Forms Used to Activate Notifications for Volume-Based Upselling for Customer Service Representatives

Form Name

Form ID

Navigation

Usage

Order Header Revisions

W42101E

Sales Order Processing (G4211), Create Sales Order - Header First

Add sales order header records.

Enter New Order

W42101D

Click Save and Continue on the Order Header Revisions form.

Sales Order Processing (G4211), Create Sales Order - Detail First

Add or revise sales order header information.

Work with Volume Upselling

W40722E

Select a row, and then select Volume Based Upsell from the More Row Actions list. Then click the Go arrow on the Enter New Order form.

Select the level break to adjust the price and quantity of the item on the sales order. Click Close to return to the Enter New Order form.