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Create a Sales Order

Note

The order entry process is different for Purchase Orders than from Sales Orders (see Creating a Purchase Order for further details)

  • A purchase order is made by an established customer, usually in a business-to-business (B2B) relationship
  • Agreements will be in place regarding many of the details which would have to be obtained from a sales order customer



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)

...

  • 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.

  • 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, Quantity, Desired Delivery Date, and any Comments. NOTE: Entry is case sensitive.

  • 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 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

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

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  • 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

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    • 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

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

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    • Enter the required information and click Continue

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

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    • 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

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    • A completed Sales Order

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