Orders

Orders Overview   PAGEREF _Toc296677482 \h 2

Benefits of order processing  4

Order processing terms 6

Navigation for Orders 8

Order Entry  10

Entering orders 10

Entering order details information  19

Entering shipping information  24

Entering order payments 28

Viewing account information  32

Ordering upsell, cross-sell, and replacement items 33

Ordering products from multiple warehouses 38

Entering detailed product information  38

Viewing publication details 40

Finding orders 41

Editing orders 44

Canceling orders 46

Editing payment types 48

Applying credit balances as orders payment 51

Entering credit memo orders 53

Entering debit memo orders 55

Printing order-specific reports 58

Accessing the Orders feature from Customers 59

Viewing order activities 62

Adding new customers during order entry  62

Order Processing  65

Using order processing  66

Converting orders 67

Printing sales quotes 70

Converting quotes 70

Printing pick lists 71

Printing shipping papers 73

Shipping orders 77

Generating an order invoice  79

Closing orders 82

Manually release backorders 82