THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
Create a Sales Order
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The order entry process is different for Purchase Orders than from Sales Orders (see Creating a Purchase Order for further details)
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Identify Party
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
- Select the Product Store
From the drop-down box, locate and select the store from which the order will be processed (This is a mandatory step)
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- Continue into the order process
Click on the Continue button; this will bring up the next screen if you have completed the preceding steps
Enter Order Currency, Agreements, and Ship Dates
Create Sales Order - initial screen appears.
This is where you begin to enter the Product IDs for the order. Note that the screens and the process is a little different here than in the E-Commerce order processing screens.
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- Promotions
- Enter any known Promotion or Coupon codes, then click on Add Code
- You can also manually select promotions and click Run Promotions
Finalize Order
Click on Finalize Order
- Confirm the shipping address
If the address is listed and correct, select it and click on Continue; if you need to make changes, click Update
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