Difference between revisions of "Create Orders Screen CRMSFA"
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| − | == | + | This screen allows you to create a sales order, and it is divided into the following subsections. |
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| + | __TOC__ | ||
| + | ==Order Settings== | ||
| + | |||
| + | This section is used to set parameters for the entire order. The fields are: | ||
| + | |||
| + | *Store - This is the product store for the order, and cannot be changed after items have been added to the order. | ||
| + | *Channel - This is used to track the sales channel that the order came through. | ||
| + | *Order Name - This is the name of the order. | ||
| + | *Customer - This is the identifier of the customer placing the order. | ||
| + | *PO # - This can be used to track the purchase order number from your customer. | ||
| + | |||
| + | Once you click the [Update] button, if there are items already in the order and you try to change the customer the system will ask you whether to recalculate prices for the new customer, or keep the same prices. | ||
| + | |||
| + | ==Order Summary== | ||
| + | |||
| + | This is a list of the items in the order, their prices, and the order total. | ||
| + | |||
| + | ==Promotion/Coupon Codes== | ||
| + | |||
| + | This section allows you to enter a promotion or coupon code to apply a discount to the order. | ||
| + | |||
| + | ==Browse and Search== | ||
| + | |||
| + | This section allows you to search for a product using keywords, or browse through the catalog using the category structure (as if you were using the online store). | ||
| + | |||
| + | ==Create 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]. | 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]. | ||
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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. | 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. | ||
| − | + | If you attempt to finalize an order without selecting an existing customer or creating a new customer the system will prompt you to identify the customer. | |
Revision as of 15:36, 18 September 2007
This screen allows you to create a sales order, and it is divided into the following subsections.
Contents
Order Settings
This section is used to set parameters for the entire order. The fields are:
- Store - This is the product store for the order, and cannot be changed after items have been added to the order.
- Channel - This is used to track the sales channel that the order came through.
- Order Name - This is the name of the order.
- Customer - This is the identifier of the customer placing the order.
- PO # - This can be used to track the purchase order number from your customer.
Once you click the [Update] button, if there are items already in the order and you try to change the customer the system will ask you whether to recalculate prices for the new customer, or keep the same prices.
Order Summary
This is a list of the items in the order, their prices, and the order total.
Promotion/Coupon Codes
This section allows you to enter a promotion or coupon code to apply a discount to the order.
Browse and Search
This section allows you to search for a product using keywords, or browse through the catalog using the category structure (as if you were using the online store).
Create 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.
If you attempt to finalize an order without selecting an existing customer or creating a new customer the system will prompt you to identify the customer.
