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 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)
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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
- 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 (if known), Quantity, Desired Delivery Date, and any Comments. NOTE: Entry is case sensitive.
- 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.
- Select your choices
Add any additional items.
Repeat the process for each of the desired items
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- 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
- If there are no addresses listed, clicking Continue will allow you to enter one
- Order Option settings
- Select the shipping
- method
- Confirm the split shipment preference
- Click Continue
- Order Entry Payment settings
- Select the
Order Entry Payment screen will appear in which to complete the billing details.- intended payment method (if it is shown) and click Continue
- If the intended payment method is not shown, select the payment method type and click Continue
- Enter the required information and click Continue
- Additional Parties
- Select "I do not wish to add additional parties" and click Continue
- 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
- A completed Sales Order
