Create Orders Screen - Revision history

JRZeitlin at 01:54, 7 September 2007

2007-09-07T01:54:32Z

JRZeitlin at 01:41, 7 September 2007

2007-09-07T01:41:19Z

JRZeitlin: /* Order Settings */

2007-09-07T01:37:43Z

‎Order Settings

JRZeitlin at 01:37, 7 September 2007

2007-09-07T01:37:16Z

JRZeitlin at 01:33, 7 September 2007

2007-09-07T01:33:18Z

JRZeitlin at 01:19, 7 September 2007

2007-09-07T01:19:42Z

JRZeitlin: Protected "Create Orders Screen": Sysop page [edit=sysop:move=sysop]

2007-09-07T01:16:17Z

Protected "Create Orders Screen": Sysop page [edit=sysop:move=sysop]

JRZeitlin: New page: The Create Order screen is divided into six distinct sections: #Order Settings #Promotion/Coupon Codes #Shortcuts #Browse and Search #Create Order #Order Items The Order Settings sectio...

2007-09-07T01:16:17Z

New page: The Create Order screen is divided into six distinct sections: #Order Settings #Promotion/Coupon Codes #Shortcuts #Browse and Search #Create Order #Order Items The Order Settings sectio...

New page

The Create Order screen is divided into six distinct sections:

#Order Settings
#Promotion/Coupon Codes
#Shortcuts
#Browse and Search
#Create Order
#Order Items

The Order Settings section in the upper left corner of the page allows you to set the parameters of the order. Enter the following fields:

'''Store''' – This field determines which store the Order Item is being purchased from. ''Please note: once you have selected the Order Item, the Store field will be locked. Only by removing the item(s) from the order is the store field unlocked.''

'''Channel''' -- This field designates the channel by which the order is being processed. The channel field will automatically set itself to the default setting of the selected store, however you can change the channel manually.

'''Order Name''' -- The “Order Name” field allows you to designate a name for the order, allowing you to identify it in Opentaps.

'''Customer''' -- The “Customer” field allows you to enter a customer’s ID number. If the customer already has items in an order, or a previously determined discount rate, entering the customer ID will automatically prompt you with the price recalculation.

@@ Line 35: / Line 35: @@
 == Create Order ==
-'''Product ID''' --
+'''Product ID''' -- Enter either the product number unique to the system, its UPC, or its SKU number to add the item to the order.
-'''Quantity''' -- This field allows you to order multiple units of an item being ordered without adding each unit individually.  If only one unit of the item is being ordered, simply enter "1".
+''By entering the partial number in sequence and clicking "Add to Order", you will be prompted with a list of possible items relating to the partial number you entered.  Select the correct item from the list and the appropriate quantity and click [Add to Order].  This will return you to the Create Order screen, with the selected item added to the "Order Items" section.''
 '''Ship Before Date''' -- This field allows you to mark a shipping date for your warehouse to ensure that the order is fulfilled in a timely manner or according to the customer's specifications.
 == Order Items ==

@@ Line 37: / Line 37: @@
 '''Product ID''' --
-'''Quantity''' -- Enter the number of units of a specific item being purchased.
+'''Quantity''' -- This field allows you to order multiple units of an item being ordered without adding each unit individually.  If only one unit of the item is being ordered, simply enter "1".
 == Order Items ==

@@ Line 5: / Line 5: @@
 == Order Settings ==
 This section in the upper left corner of the page allows you to set the parameters of the order.  Enter the following fields:
 '''Store''' – This field determines which store the Order Item is being purchased from. ''Please note: once you have selected the Order Item, the Store field will be locked.  Only by removing the item(s) from the order is the store field unlocked.''
@@ Line 15: / Line 16: @@
 '''PO #''' -- The PO # is the "purchase order" number, and is another tool for labeling the order for searching and identification.
 After completing the Order Settings, click [Update] to apply the settings to the order that you are creating.
 == Promotions/Coupon Codes ==

← Older revision		Revision as of 01:37, 7 September 2007
Line 34:		Line 34:

	== Create Order ==		== Create Order ==
		+
		+	'''Product ID''' --
		+
		+	'''Quantity''' -- Enter the number of units of a specific item being purchased.



	== Order Items ==		== Order Items ==

@@ Line 1: / Line 1: @@
 The Create Order screen is divided into six distinct sections:
-The Order Settings section in the upper left corner of the page allows you to set the parameters of the order.  Enter the following fields:
+== Order Settings ==
 '''Store''' – This field determines which store the Order Item is being purchased from. ''Please note: once you have selected the Order Item, the Store field will be locked.  Only by removing the item(s) from the order is the store field unlocked.''
@@ Line 22: / Line 17: @@
 After completing the Order Settings, click [Update] to apply the settings to the order that you are creating.

@@ Line 15: / Line 15: @@
 '''Channel''' -- This field designates the channel by which the order is being processed.  The channel field will automatically set itself to the default setting of the selected store, however you can change the channel manually.
-'''Order Name''' -- The “Order Name” field allows you to designate a name for the order, allowing you to identify it in Opentaps.
+'''Order Name''' -- This field allows you to designate a name for the order, allowing you to identify it in Opentaps.
-'''Customer''' -- The “Customer” field allows you to enter a customer’s ID number.  If the customer already has items in an order, or a previously determined discount rate, entering the customer ID will automatically prompt you with the price recalculation.
+'''Customer''' -- This field allows you to enter a customer’s ID number.  If the customer already has items in an order, or a previously determined discount rate, entering the customer ID will automatically prompt you with the price recalculation.

← Older revision	Revision as of 01:16, 7 September 2007
(No difference)