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Overview

The iMIS Orders module utilizes the Portfolio concept, which organizes the windows used for entering orders into a series of tabs. The efficient tab design influences user workflow and simplifies the process of entering and managing customer orders.

Entering product orders is a simple process that you can perform by entering a minimum amount of data in the following four fields:

However, iMIS Orders provides the capability and flexibility to enter and manage much more complex orders. If you are entering an order for a new customer, Orders allows you to add the customer to your organization's file when entering their order.

As long as an order has not been invoiced, you have the ability to edit an order's information such as the type and number of products ordered, the 'Ship to' information, and any applicable add-on charges and prepayments. For orders that already have been invoiced, you have the ability to enter credit and debit memo orders.

See Also

Order Entry

Entering Orders

Entering Order Details Tab Information

Entering 'Ship to' Customer Information

Entering Payments

Viewing Account Information

Ordering Upsell, Cross-sell, and Replacement Items

Ordering Products from Multiple Warehouses

Entering Detailed Product Information

Viewing Publication Details

Finding Orders

Editing Orders

Canceling Orders

Editing Payment Types

Applying Credit Balances as Payment

Entering Credit Memo Orders

Entering Debit Memo Orders

Printing Order-Specific Reports

Accessing the Orders Module from Customer Portfolio

Viewing Order Activities

Adding New Customers during Order Entry


ASI logo 10.6 Production Release. Updated 7/7/2005 10:10:54 AM
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