Order Products Tab

Order Products Tab

1.    To create an Order; access the Order Entry screen by performing one of the following:

·         From the Home Page, click Add a new order from the Orders section.

·         From the toolbar, using the Order Entry Operator or System Administrator persona, select CRM/Orders > Order Entry > Order Entry.

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

2.    From the Create a New Order tab, search for the appropriate customer and click Create New Order.  The Order Entry screen displays.

3.    If necessary, update the Order Information section.

a.    Change the Currency

b.    The system automatically populates the rate structure based on the rate structure for which the customer qualifies.  If necessary, select a different Rate Structure from the drop-down.  This applies to the entire order.

4.    Add master product to the order using one of the following ways:

a.    The Identify Products Here section.

                                          i.    Click Add a Line Item.

                                         ii.    Click the Product Code link to search for a product.  The Choose Product screen displays.

                                        iii.    Search for a product and double-click the appropriate product.

b.    The Product Chooser tab

                                          i.    Expand the All Products category.

                                         ii.    Expand the appropriate subsystem category.

                                        iii.    Select the appropriate checkbox.

                                       iv.    Click Create Order/Gift.

Note:  To delete a line item, click DELETES a Line.  However, if an order line has a transaction record with an associated transaction of receipt, transfer or deferred payment, it cannot be deleted.

5.    If necessary, click Add a Sub-line Item.  If the order line ship-to customer is the same as the order master ship-to customer, then order line ship-to address will default to the order master ship-to address.

6.    If the quantity is more than one, enter the Quantity.

7.    The Rate Structure and Rate Code values default based on the customer’s status and apply to the highlighted line item.  If necessary, change these values.

8.    Click the + next to Additional Order Information, such as marketing information specific to the entire order.  Enter the following as needed.

·         Market Code – Identifies the source of an order if it is based on a promotion created for a marketing campaign.

·         List Code – Identifies the mailing list from which the customer was solicited.

·         Key Code – Identifies the combination of the marketing piece (e.g., brochure, mailing, etc.) and list code used to solicit the customer.  Selecting a value automatically populates the Market Code and List Code.

·         Order Method – User-defined code that identifies how the order was placed.  For example, Web, Mail, Phone, Fax, Walk-In.

·         Status Change Reason – User-defined code that identifies the reason for the order status being changed.

·         Confirmation Date – The date the confirmation batch process was run for a Meeting or Exhibition order.

·         Coupon – The code for the coupon used for the order.

·         PO Number – An alphanumeric code assigned to an order placed by a vendor.  This is considered a legal contract for payment.  The Line Status will automatically change to Active and will be picked up for shipping.

·         Shipper Account – The account number for the shipping vendor.  This is added if the customer requests that shipping be charged to his or her existing shipping vendor account.  This field is used for reference only and it does not clear the shipping charges when it is populated.

·         Batch – The batch number associated with the order.

·         Original Order Number – For orders that are created as a renewal from a previous order, this number identifies the order number of the order line from which the order line was renewed.

·         Reactivation Amount – For membership orders which have become suspended, there is an associated reactivation amount which must be paid for the member to become active again.

·         Suspend Date/TRS Id:  This read-only date shows the date the member was suspended and the report and process involved.

·         Manual Override:  The manual override check box is used when the accumulate year needs to be checked/or unchecked.

·         Accumulate Year.  The accumulate year box is a read only box that depicts when a membership order accumulates a year for total cumulative years of a member.

 

9.    Review the Order Summary and update as needed.

a.    If users are creating an order that is over 30 lines, select the Defer Order Calculations checkbox to speed data entry.  When checked, the application does not calculate the order summary until users save the information or click Calculate Discounts and Shipping.

10.  Click Save