My Orders Screen - Revision history

Claudefeistel2 at 14:26, 22 September 2009

2009-09-22T14:26:44Z

JRZeitlin: Replacing page with 'The "My Orders" screen lists orders created by the logged-in user in the create, processing, approved, and held stages.'

2007-09-18T15:21:32Z

Replacing page with 'The "My Orders" screen lists orders created by the logged-in user in the create, processing, approved, and held stages.'

JRZeitlin at 15:20, 18 September 2007

2007-09-18T15:20:14Z

JRZeitlin at 15:19, 18 September 2007

2007-09-18T15:19:18Z

JRZeitlin at 15:14, 18 September 2007

2007-09-18T15:14:49Z

JRZeitlin at 17:52, 12 September 2007

2007-09-12T17:52:44Z

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

2007-09-12T17:50:09Z

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

JRZeitlin: New page: ==Creating a New Order == To add items to an order, enter the internal product number, or click the lookup widget to search for the product ID. Fill in the appropriate quantity, ship...

2007-09-12T17:50:09Z

New page: ==Creating a New Order == To add items to an order, enter the internal product number, or click the lookup widget to search for the product ID. Fill in the appropriate quantity, ship...

New page

==Creating a New Order ==

To add items to an order, enter the internal product number, or click the [[lookup widget]] to search for the product ID. Fill in the appropriate quantity, ship before date, and order comments and click [Add to Order].

By clicking the [Create New Customer] button on the “Create New Order” screen, you can assign the order to a new customer whose information will be automatically stored in the system, rather than having to enter the customer information in the “Leads”, “Contacts”, or “Accounts” sections.

''Please note: You cannot finalize an order without selecting an existing customer or creating a new customer.''

== Managing Order Items ==

The Order Items section will appear after the first item has been added to the order. The Order Items section allows you to modify the item name, quantity, unit price, and shipping dates. It automatically calculates order or “cart” total, including any promotions/discounts price adjustments. Clicking the [Update] button will update any changed item information and recalculate the price if necessary.

''Please note: To remove items from the order you must click the “Remove” box next to the item and click either the [Update] or [Clear Items] button.''

← Older revision		Revision as of 14:26, 22 September 2009
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	The "My Orders" screen lists orders created by the logged-in user in the create, processing, approved, and held stages.		The "My Orders" screen lists orders created by the logged-in user in the create, processing, approved, and held stages.
		+
		+	Refer to the User Manual page [[Accessing Your Orders]].

← Older revision		Revision as of 15:21, 18 September 2007
Line 1:		Line 1:
−	The "My Orders" screen lists orders created by the logged-in user in the create, processing, approved, and held stages.	+	The "My Orders" screen lists orders created by the logged-in user in the create, processing, approved, and held stages.
−
−
−	~~== Managing Order Items ==~~
−
−	The Order Items section will appear after the first item has been added to the order. The Order Items section allows you to modify the item name, quantity, unit price, and shipping dates. It automatically calculates order or “cart” total, including any promotions/discounts price adjustments. Clicking the [Update] button will update any changed item information and recalculate the price if necessary.
−
−	~~''Please note: To remove items from the order you must click the “Remove” box next to the item and click either the [Update] or [Clear Items] button.''~~
−
−
−	Enter the customer’s contact information, billing address, shipping address (un-checking the “Same as Billing” will bring up the appropriate fields to enter the shipping address), and credit card information. Click the [Save Customer and Continue] button to store the customer in Opentaps and return to the [[Create New Order Screen\|Create New Order screen]].
−
−	~~Clicking the [Return to Order] button will take you back to the [[Create New Order Screen\|Create New Order screen]] '''without''' adding the customer to your database~~.

← Older revision		Revision as of 15:20, 18 September 2007
Line 1:		Line 1:
−	The "My Orders" screen lists orders created by the logged-in user in the create, processing, and ~~approved~~ stages.	+	The "My Orders" screen lists orders created by the logged-in user in the create, processing, approved, and held stages.

← Older revision		Revision as of 15:19, 18 September 2007
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		+	The "My Orders" screen lists orders created by the logged-in user in the create, processing, and approved stages.
		+
		+
	== Managing Order Items ==		== Managing Order Items ==

← Older revision		Revision as of 15:14, 18 September 2007
Line 1:		Line 1:
−	~~==Creating a New Order ==~~
−
−	To add items to an order, enter the internal product number, or click the [[lookup widget]] to search for the product ID. Fill in the appropriate quantity, ship before date, and order comments and click [Add to Order].
−
−	By clicking the [Create New Customer] button on the “Create New Order” screen, you can assign the order to a new customer whose information will be automatically stored in the system, rather than having to enter the customer information in the “Leads”, “Contacts”, or “Accounts” sections.
−
−	~~''Please note: You cannot finalize an order without selecting an existing customer or creating a new customer.''~~
−
−
	== Managing Order Items ==		== Managing Order Items ==

← Older revision		Revision as of 17:52, 12 September 2007
Line 13:		Line 13:

	''Please note: To remove items from the order you must click the “Remove” box next to the item and click either the [Update] or [Clear Items] button.''		''Please note: To remove items from the order you must click the “Remove” box next to the item and click either the [Update] or [Clear Items] button.''
		+
		+
		+	Enter the customer’s contact information, billing address, shipping address (un-checking the “Same as Billing” will bring up the appropriate fields to enter the shipping address), and credit card information. Click the [Save Customer and Continue] button to store the customer in Opentaps and return to the [[Create New Order Screen\|Create New Order screen]].
		+
		+	Clicking the [Return to Order] button will take you back to the [[Create New Order Screen\|Create New Order screen]] '''without''' adding the customer to your database.

← Older revision	Revision as of 17:50, 12 September 2007
(No difference)