Entering Orders

Topic in this part: The following topics describe how to enter individual orders on the system as you receive them:

• Introducing Order Entry describes the process of entering orders on the system from a high-level point of view.
• Setting Defaults in Order Entry describes how to pre-define codes for several Order Entry fields.
• Selecting Customers in Order Entry describes how to select a customer for Order Entry.
• Entering Orders describes how to enter a complete order.
• Working with Items on the Order describes how to change, review or enhance information for items you have added to the order.
• Upselling the Customer in Order Entry describes several features available in the system that offer the customer discounts, incentive items, or free gifts, based on a quantity, item, source code, or offer on the order.
• Expanding the Address in Order Entry describes how to enter or verify additional address information that does not appear on the initial Order Entry screen.
• Using a Permanent Shipping Address in Order Entry describes how to specify a shipping address for the order that will be linked permanently to the customer who placed the order and may be used on future orders.
• Assigning an Order Shipping Address describes how to specify a shipping address for the order that will be linked to the current order only.
• Adding a Recipient Order in Order Entry describes how to enter the address to which the recipient or gift order will be shipped.
• Assigning a Billing Address in Order Entry describes how to specify a billing address for an order.
• Defining Order Properties describes several fields that are not available on the initial Order Entry screen that allow you to further define the order.
• Adding Order Messages describes how to add messages to the order for inquiry only or that may be printed on the invoice and/or pick slip.
• Adding Miscellaneous Charges or Credits in Order Entry describes how to add miscellaneous charges or credits to the order.
• Displaying More Options in Order Entry describes how to use options related to Order Entry that are not available on the Order Entry screens, including: Customer Action Notes, Customer Profile, Customer Messages, Void/Reprint Picks, and Order Totals (All Recipients).
• Inquiring into Item Availability (DIAV) describes how to select an item for the order prior to Order Entry, how to capture lost sales, review the current on-hand availability, review the quantity on-order with your suppliers, review the next expected delivery, review the quantities available at a given location in a warehouse, review the pending purchase order deliveries, and review important item information.
• Entering User Fields describes the Enter User Fields screen that may open automatically during Order Entry to capture any type of additional information about the customer.
• Working with Order Summary Information describes the Order Summary screen, which contains all items on the order and any recipient orders.
• Posting a Return or Exchange Through Order Entry describes the process of using Order Entry to enter a return or exchange if you do not have the original order on your system.
• Entering Customer Memberships in Order Entry describes how to create a customer membership by adding a membership item in order entry.
• Entering Coupon Promotions on an Order describes how to apply coupon discounts against an order or detail line.
• Working with an Order-Level Email Address describes how the system stores an email address specific to each order.
• Valid Ship Vias for Window describes the window you use to review all eligible ship vias for the order, including their overall shipping charges and expected delivery dates. Optionally, you can use this window to select a different ship via for the order.
• Tracking Order/Call Disposition Activity describes when the system captures order/call disposition activity.
• Entering Pre-Order Quotes describes how to create a pre-order for a customer listing the items the customer wishes to order and the order totals should the customer agree to place the order.
• Van Delivery Processing describes the processing that takes place when an order qualifies for van delivery.
• Customer Engagement Loyalty Integration describes how to enroll sold to customers in the Oracle Retail Customer Engagement Loyalty program, review a customer’s loyalty points and awards balances, accrue points from completed purchases, and redeem awards as a pro-rated merchandise discount on an order.
• Customer Engagement Customer Wish List Integration describes how to review and modify a customer’s wish list from Oracle Retail Customer Engagement using the Display Wish List Screen in Order Management System.