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To enter an order

  1. From Service Central, select Process orders. The Overview tab is displayed by default.
  2. Click New.
  3. Enter the Order Summary information.
    • Order Type - use the lookup icon to select a value, type an entry, or leave the default entry (if any) as it is. Press Tab to accept the value and move to the next field.
    • Bill to ID - type in or use the lookup icon to select an ID.
    • Order Date - accept the default or override if necessary.

      Note: The Order Date defaults to the batch date if you use batch control; otherwise, the date defaults to the system date.

    • Purchase Order - enter a purchase order number if necessary.
    • Source - Enter a code or click the lookup icon to select a value.
    • Shipping Method - (Optional) Override the default shipping if necessary.
    • Tax Authority - (Optional) Override the default tax authority if necessary.
  4. Enter General order information.
    • Terms - (Optional) Override the default payment Terms if necessary.
    • Discount - (Optional) Enter a percentage discount for the order in the % Discount field.
    • Priority - (Optional) Enter a backorder Priority for the order.
  5. Enter a Product.
    • Product - Enter a code and press Tab.

      Note: Click the lookup icon to open the Product Find window where you can look up and select a product.

    • Description - the field is populated automatically.
    • Quantity - (Optional) Enter the Quantity.
    • Price - (Optional) Edit the product Price if necessary.
    • % Disc - (Optional) Enter a percentage discount for the product in the % Disc field.

      Note: Entering a product-level discount in the % Disc field overrides any order-level discount entered in the % Discount field. However, product-level discounts are applicable only for a given product and do not affect entire order-level discounts.

    • Press Tab to add the product to the order. The product is displayed in the list of Product Line Items, and your cursor is moved to the Product field.
  6. Enter additional products.
  7. Click Save.
  8. From Service Central, select Process customer requests. Notice that the order (OE) you just processed is now a line item on the Process customer requests window.

    Note: You can click and drag the vertical lines between items on the Process customer requests window so that you can see all the information in a column.

See Also

Processing Orders and Event Registrations

To register a customer for an event

To apply a credit card payment for an order and an event registration

Sending a Summary Transaction Report

To send a receipt by e-mail


ASI logo 10.6 Production Release. Updated 10/5/2005 3:44:27 PM
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