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| − | ==Creating a New Order ==
| + | The "My Orders" screen lists orders created by the logged-in user in the create, processing, approved, and held stages. |
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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].
| + | Refer to the User Manual page [[Accessing Your Orders]]. |
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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.
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| − | ''Please note: You cannot finalize an order without selecting an existing customer or creating a new customer.''
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| − | == Managing Order Items ==
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| − | 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.
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| − | ''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.''
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Latest revision as of 14:26, 22 September 2009
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.
