Create Orders Screen
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.
