Create a Sales Order

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

Image Added

Order Manager - Order Entry

• Select the Sales Order buttonSelect 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)

...

• 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. InfoUnless the customer has login privileges, they will probably be identified only by a Party ID

• Wiki MarkupContinue into the order process
  Click on the \[Continue\] button; this will bring up the next screen if you have completed the preceding steps

Image Added

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.

• Confirm the Party ID
  Before proceeding with the order, be sure that the correct Party and Party ID are presented here.
  If not, click on the Change button to bring up a screen for selecting the correct Party.

• Enter order items
  Enter the Product ID (if known), Quantity, Desired Delivery Date, and any Comments. NOTE: Entry is case sensitive.

Image Added

• Promotions Add any Promotion/Coupon Codes
  • Enter any known Promotion or Coupon codes, then click on Add Code

• Catalog links
  Click on the Catalog links to bring up products by category
  • Select your choices
    Select from those choices presented; your selections are added to your order.
  • View a running summary
    A running summary of things ordered appears; it includes promotional items which are added free.
  • Add item to the order.
    Click on Add To Order. Details of the ordered item now appear in the Order Items section, including the name of the item, desired delivery date, price of item, and adjustments from existing promotions or discounts. Opportunities for adjustments also appear.

Add any additional items.

Repeat the process for each of the desired items

...

• • You can also manually select promotions and click Run Promotions

Image Added

Finalize Order

Click on Finalize Order

Image Added

• Confirm the Ship-To shipping address
  If the address is listed and correct, select it and click on Continue; else click on Update.if you need to make changes, click Update

Image Added

• If there are no addresses listed, clicking Continue will allow you to enter one

Image Added

• Order Option settings
  Complete
  • Select the shipping
  choices, fill in the details as needed, then click on Continue.
  • method
  • Confirm the split shipment preference
  • Click Continue

  Image Added

  • Order Entry Payment settings
    • Select the
    radio button that corresponds with the intended payment method. Click on Continue.
    Order Entry Payment screen will appear in which to complete the billing details.
    • intended payment method (if it is shown) and click Continue

  Image Added

  • If the intended payment method is not shown, select the payment method type and click Continue

  Image Added

  • Enter the required information and click Continue

  Image Added

  • Additional Parties
    • Select "I do not wish to add additional parties" and click Continue

  Image Added

  • Review the order details, and if no changes are required, click Create Order
    • If changes are required, use the order sub-menu to return to the appropriate section

  Image Added

  • A completed Sales Order

  Image Added