THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
.2.1.8 Creat a Sales Order
The process for Sales Orders and for Purchase Orders is different. See Creating Purchase Orders, below, for the
steps in entering a Purchase Order sale.
.2.1.8.1 Identify Party
If you already have the customer ID or customer login, you can proceed directly to the Order Manager - New Order
screen.
.2.1.8.1.1 Open Party Manager
.2.1.8.1.2 Enter known information
.2.1.8.1.3 Lookup Party
Click on [Lookup Party].
.2.1.8.1.4 New Order
Click on the [New Order] link to be taken directly to the Order Manager.
.2.1.8.2 Order Manager - Order Entry tab
.2.1.8.2.1 Select the Sales Order button.
The order entry process is different for Purchase Orders than from Sales Orders:<p>1. A purchase order is made
by an established customer, usually in a business-to-business (B2B) relationship. <p>2. Agreements will be in
place regarding many of the details which would have to be obtained from a sales order customer. <p>If this is a
Purchase Order, see the Purchase Order section below.
Application Overview For Users
.2.1.8.2.2 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.
.2.1.8.2.3 Identify the Sales Channel which brought in the order.
How did the order arrive? Was this called in, mailed in, brought in by a salesperson, is it an e-commerce sale, is
the customer present in your store? These possible sales channels are presented by the drop-down box.
.2.1.8.2.4 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.
<p>Note: Unless the customer has login privileges, they will probably be identified only by a Party ID.
.2.1.8.2.5 Continue into the order process.
Click on the [Continue] button; this will bring up the next screen if you have completed the preceding steps.
.2.1.8.3 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.
.2.1.8.3.1 Confirm the Party ID
Before proceeding with the order, be sure that the correct Party and PartyID are presented here. If not, click on
the [Change] button to bring up a screen for selecting the correct Party.
.2.1.8.3.2 Enter order items
Enter the Product ID (if known), Quantity, Desired Delivery Date, and any Comments. <p>NOTE: Entry is case
sensitive.
.2.1.8.3.2.1 Add any Promotion/Coupon Codes.
Enter any known Promotion or Coupon codes, then click on [Add Code].
.2.1.8.3.2.2 Catalog links
Click on the Catalog links to bring up products by category.
.2.1.8.3.2.2.1 Select your choices
Select from those choices presented; your selections are added to your order.
.2.1.8.3.2.2.2 View a running summary
A running summary of things ordered appears; it includes promotional items which are added free.
.2.1.8.3.2.3 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.
.2.1.8.4 Add any additional items.
Repeat the process for each of the desired items.
.2.1.8.5 Confirm the items
.2.1.8.6 Finalize Order
Click on [Finalize Order].
.2.1.8.6.1 Confirm the Ship-To address.
If the address is correct, click on [Continue]; else click on [Update].
Application Overview For Users
.2.1.8.6.2 Order Option settings.
Complete the shipping choices, fill in the details as needed, then click on [Continue].
.2.1.8.6.3 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.