Back office orders are common
and to place these orders in Personify they are done so via the Order Entry
screen. To start with ordering an inventory product, first update any order information
at the top of the order.
1. Update the Rate
Structure as needed for List or Member pricing.
2. From either the Product
Research tab, or Identify Products Here area, add products to the order as
needed. Using the Product Code hyperlink will open up the Product Chooser.
Users can then search for a product for the order here. When choosing from the
Product Research, checkmark the products to be added and click the Create
Order/Gift button.
To make any line level adjustments, highlight the
line needing adjustments made prior to making updates!
3. Update
the needed information PER LINE in the Identify Products area. This includes
the following:
a. Quantity:
Update the quantity if it is more than one.
b. Rate
Structure (per line): The value is based upon the order information at
the top of the screen; however, this can be updated if needed.
c. Rate Code
(per line): The value is based upon the order information at the top
of the screen; however, this can be updated if needed.
