My Orders Screen

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.

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.

Clicking the [Return to Order] button will take you back to the Create New Order screen without adding the customer to your database.