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. |