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Create a Sales Order

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)
  • 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?
  • 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.
  • 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.
  • 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

Confirm the items

Finalize Order

Click on Finalize Order

  • Confirm the Ship-To address
    If the address is correct, click on Continue; else click on Update.
  • Order Option settings
    Complete the shipping choices, fill in the details as needed, then click on Continue.
  • 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.
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