Enter/Maintain Orders (OEOM)
Note:
Classic View Order Entry and Maintenance Screens (OIOM, OEOM, DORI) have been deprecated. Please work with orders in Modern View through the Order Entry option (CCOE).For information on: | See: |
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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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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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A listing of the options available in order maintenance |