Overview

The Order Entry screen allows users place orders and track activities for all subsystems, including inventoried products, memberships, subscriptions, exhibitions, meetings, facilities, fundraising, certification, transcripts, and miscellaneous invoices.  For example, users can create an order for a membership, an exhibition, a meeting, a certification, or a transcript.  A customer can have multiple orders such as renewing a membership, signing up the member for a subscription, enrolling the member in a course, and registering the customer for a meeting.

On this screen, users can enter various types of orders, check on the status of an order, cancel an order, and potentially renew order line items.  If necessary, users can transfer meetings, memberships, or subscriptions between customers.  All of the inventory counts will remain the same once the order is transferred.

To access the Order Entry screen, perform one of the following:

·         From the CRM360 screen, click Create a New Order from the Quick Create task category.

·         On the Start screen, click New Order from the Quick Create task category.

·         On the Start screen, click Enter Orders from the Work with Orders task category.

·         From the toolbar, select CRM/Orders > Order Entry > Order Entry.

On the Order Entry search screen, users can create a new order or edit an existing order.  To create a new order, enter the customer search criteria, highlight the appropriate customer, and click Create New Order.  To edit an existing order, click the Edit an Existing Order tab and search for and select the appropriate order.