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A customer can place an order from the storefront or a customer service representative (CSR) can place the order on behalf of a customer from the backendback end.
Business Purpose
A Sales Order from customer notifies the business of customer wants. It tells the business who is the customer, what are the products or services ordered, what is the payment term and method, what are the billing and shipping addresses, any special instructions for delivery, order priority etc.
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Level 3
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Order Status
An Order Status is an easy visual indication to alert business about the orders requiring actions or not.
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Level 3
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Payment Terms and Method
Payment Terms are conditions agreed between business and customers for the payment of invoices. Selecting Payment Terms and Methods are key things in fulfillment of any order process.
Various payment terms are currently supported in HotWax Commerce:
Down Payment
Net days
Recurring Billing
Pre-authorized
Prior to Delivery
% Discount Early payment
Payment Terms
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Level 2
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Payment Method
Credit Card
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Billing Account
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Sales Quote
Overview
A sales quote is a document sent to a potential customer, offering to sell goods or services at a certain price under specified conditions. It allows buyers looking for specific products to get an estimate of the cost involved in completing the purchase.
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Level 2
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Level 3
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Update Sales Quote
A sales quote can be updated by the CSR due to any reason such as bulk orders, special privilege discount or one to one negotiation on price etc.
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Add/Remove items from existing Quote
Update product quantity
Update price of items
Diagrams
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