THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
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If you already have the customer ID or customer login, you can proceed directly to the Order Manager - New Order screen
- Go to the Party Manager
- From the main menu, select Find
- Enter known information
- Lookup Party
- Click on the New Order link to be taken directly to the Order Manager
Order Manager - Order Entry
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- Identify the customer
Complete either the UserLogin ID or the Party ID for the customer if not already populated. Enter only one or the other.
If the ID is not known, return to the Party Manager and either find or create an ID for the customer.Info unmigrated-wiki-markupUnless the customer has login privileges, they will probably be identified only by a Party ID
- Continue into the order process
Click on the \[Continue\] button; this will bring up the next screen if you have completed the preceding steps
Create Sales Order - initial screen appears.
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