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| | 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). | | 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). |
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| − | ==Create Order==
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| − | In opentaps 1.4, you now have two ways to add products to your order, an order entry grid based on the [http://code.google.com/webtoolkit/ Google Web Toolkit] and the older styled order entry. You can toggle between the two by clicking on [Grid View] or [Full View].
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| − | ===Order Entry Grid===
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| − | The order entry grid based on the [http://code.google.com/webtoolkit/ Google Web Toolkit] allows you to add many products to your order on a grid, without waiting for opentaps to store your order items on the server.
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| − | Add the products by entering the product ID or internal name. You can add a partial product ID and wait for the system to prompt you from a list of potential products, or enter the full product ID and click [Enter] or [Tab] to set the product ID.
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| − | Then you can tab over to modify the item's description and enter the quantity. Once you enter the quantity, opentaps will retrieve the price and set it for you and recalculate the order total without promotions and adjustments. You can also modify the price by tabbing over to the cell and:
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| − | * entering an override price
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| − | * enter a percentage premium or discount in the format of '''+10%''' or '''-10%'''
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| − | * enter an absolute premium or discount in the format of '''++10''' or '''--10'''
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| − | When you are done entering all of your items or want to take a break, click on [Save All] to save your order items with opentaps. opentaps will then refresh your order items grid with the promotions and adjustments, recalculating the order total.
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| − | '''IMPORTANT NOTE'': Until you click on the [Save All] button, opentaps has not calculated the promotions and adjustments applicable to your orders yet, so your order total may be inaccurate.
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| − | ===Full View Order Entry===
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| − | 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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| − | ===Finalizing Your Order===
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| − | When you are done adding products your order, you can either use [Create New Customer] to create the order for a new customer or [Finalize Order] to set the shipping and payment options for an existing customer.
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| − | 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.
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| | User Manual Page > [[Creating New Orders]] | | User Manual Page > [[Creating New Orders]] |
Latest revision as of 23:38, 1 February 2010
This screen allows you to create a sales order, and it is divided into the following subsections.
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).
User Manual Page > Creating New Orders
