Customer Order

JUMP TO: Delivery Information | Order Items | Columns | Totals | Additional Functions | Order State

To create a customer order:

  1. Open your Dashboard
  2. Select Transactions from the Main Navigation menu on the left
  3. Select New Order 

Delivery Information

  1. Input Customer name. As you type, the system will auto-fill suggestions from your customer database
  2. Input Bill To address
  3. Select Sub Account if the customer has sub-accounts for different divisions or different purchasers, etc.
  4. Add Attention name if it needs to be sent to an individual at a company/organization
  5. Select Sales Rep responsible for taking this order
  6. Select Expected On date
  7. Select Expected End date by when the order should arrive
  8. Add a Reference Number, if you have one
  9. Select Terms for payment of this order
  10. Input F.O.B. terms, which specifies at which point in shipping the items transfer ownership and who’s responsible, such as Origin or Destination
  11. Input Ship To location, which can be selected from the addresses on the customer profile or added as a New address

Order Items

To add items to the order:

Option 1: Scan Items

  1. Click inside the “Scan & Search Items Here” field
  2. Use a scanner to Scan items or type the items to Search. As you add items, they will appear in the table above:

Option 2: Find or Create Items

  1. Select Add Items  above the table and select from the Items Finder that pops up.
    To select multiple items at a time, click and drag the mouse over the selected items:
    If the item is already in the order, a popup will appear asking whether you want to Add the item as a separate row or do a Sum Qty to update the quantity of the item already in the order:
  2. If the item is not yet in the system, select Quick Create Item  and fill in item information.
  3. Select Add Pivot Items  to add items based on an existing pivot table.
  4. If the pivot table is not yet in the system, select Quick Create Pivot  and create the pivot in the popup.

If an item is serialized, a popup will appear for you to enter the serial number.

Columns

The columns in the table provide comprehensive information about the order at a glance. Add or remove columns to view information such as:

  • How many of this item you have On Hand
  • How many of this item you have already On Order
  • Whether the item is Reserved for a customer
  • Item Cost for you
  • Case Price if a case is purchased
  • Price for your customers

And lots more. See Columns for details on what they all mean.

Select Edit Layout above the table to adjust your views.

Use Click to Open Item  to go the item page and edit additional item information.

To add all items as a case (instead of single unit), toggle the Case option under the item list:

Totals

Totals, tax, discounts, additional charges, and customer account balance are on the right:

Account balance shows total for this sale plus existing customer balance of $40.61

Additional Functions

You can also:

    • Accept Payment in POS
    • Accept Payment
    • Manage Shipments
    • Print the order from station or email an invoice
    • Print Labels
    • Email the invoice
    • Push to POS to complete the order in the POS frontend
    • View History of orders for this customer
    • View and add Notes, which can be specified to apply to this order or to the customer in general (and viewed in the customer page)
    • Create Service, such as alterations for the suit

  • Upload Documents, such as return merchandise authorizations (RMAs), using the button in the BI panel on the left

Order State

To finish the order, click Save  on the top right or CTRL+S.

To change the status of the order, click the small arrow to the right of the Save button and select order status:

    • Abort
    • Close
    • Close Transfer
    • Void
    • Open
    • Deliver
    • Issue
    • Transfer