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Order Entry Screen
Order Entry In-depth Look
We have already given you a basic overview of the order entry process in the article: Your First Test Order
In this article we are going to get a more in-depth look at the order entry process.
Go ahead and create a new dummy order as described in the article linked above, then proceed below:
Order Screen Navigation
Order Header:
- 1.) View/change the order stage
- 2.) Customer's name
- 3.) Click to view contact name
- 4.) Click to view/edit the customer info
- 5.) Click to view contacts cell number
- 6.) Click to view contact's email address
- 1.) Click to open the order message board
- 2.) Click here to email quotes/invoices to your customer
- 3.) Click the hamburger menu for extra options about the order
- 4.) Click "+ New Job" to add jobs to the order
- 5.) Order number
- 6.) Add tags to the order
- 7.) Order description
Order Information:
- 1.) Click here to view/edit the order status
- 2.) Click here to view the profit and payment options
- 3.) Click here to view the general order information
- 4.) Click here to edit the Bill To address
- 5.) Click here to edit the Ship To address
- 6.) Click here to change the deposit terms
- 7.) Enter the customer purchase order reference
- 8.) View/change the sales rep responsable for the order
- 9.) Click here to change/view the sales tax
- 10.) Check this box if the order is a "Blind Ship"
- Summary: Here you will see the terms, bill to address, ship to address, etc
- Dates: Here you can view/edit dates related to the order such as, due date, expirary date, quote date, etc
- Approvals: Selecting approvals will show you all the items in need of approval and those that have been approved
- Stage Changes: Here you can view when the order stage was changed and by whom
- Preferences: Here you can view the order preferences, "Show quote in customer portal" and "Allow customer to make online payments" check/uncheck the boxes to change these preferences
- Payments: Selecting Payments will show you the payment history on the order
- Profits: Selecting profits willl allow you to change the markup being used on the order
Order Content:
- 1.) Check this box to mark job as complete
- 2.) Job Name and description
- 3.) Name of suppler
- 4.) Imprint design code
- 5.) Click the double arrows under the product color to swap it
- 6.) Click the double arrows next to the size to switch it
- 1.) Click the pencil icon next to the product QTY to view and edit the product QTY
- 2.) Click on the (+) icon to add new products and imprints
- 3.) Click the three dots for edit options
- 4.) Click on the pencil icon to view and edit the product cost
- 5.) Click the lock icon to unlock or lock the pricing
- 6.) Click on the box icon to change who is supplying the goods
- 7.) Click on the hamburger menu with a + to order extra
- 8.) Click on the three square icon to build the imprint price into the product rows
3 Tier Pricing Options
- 1.) Click here to edit the different pricing options
- 2.) This is the Urgent pricing tier
- 3.) This is the Express pricing tier
- 4.)This is the standard pricing tier
On the customer view of the quote your customer will be able to change the tier pricing on the order provided you have “Multi-tier Pricing” selected.
You can tell which tier of pricing is being used by the color of the box:
