4 Orders

For technical and concept information see the Technical Guide.

• Order Creation

  • Customer Search (Order Entry Step 1)
  • Customer Information (Order Entry Step 2)
  • Items (Order Entry Step 3)
  • Shipping (Order Entry Step 4)
  • Review (Order Entry Step 5)
  • Payment (Order Entry Step 6)
  • Submit Order (Final Step)
• Order Display and Edit

  • Order Summary

    • Order Line Details

    • Order Line Activity Options

    • Discount Order Line

    • Cancel Order Line

    • Edit Additional Order Details

    • Order Holds

    • Order Error Handling

    • Broker Details

    • Pick Tickets

    • Drop Ship Details

  • Order Activity

  • Messages

  • Returns/Refunds

  • Invoices

• Maintaining an Order

• Pre-Order Quotes

• Additional Charges

• Add Additional Charge and Edit Additional Charge

• Personalization

• Messages and Notes

• Manage Items

• Unlock Order

• Manage Ship-To

• Payments