Entering Order Information

Use the Order Information window to enter information related to the sales channel.

Note

The following fields cannot be modified when adding an order for the first time - Order ID, Description, Order Status, Entered, and Completed.

1. Select an Order Type from the drop-down list.

2. Select a Source Code (promotional code) from the drop-down list, if applicable.

3. Enter a Sales Channel. Enter the sales code in the first field, if applicable. If you do not know the sales code, enter the sales name in the second field. Use * as a wildcard or click the Sales Channel button to view the Sales Tree window.

   Note

   The Sales Channel button is disabled if more than 1000 records are detected. In this scenario, you must enter a specific sales code or sales name. The text field turns yellow when an exact match is found.

   

4. Select a Sales name from the list and click OK.

5. Enter a Receipt Number, if applicable. You may choose to use the number that appears on the customer's receipt for their POS purchase, if desired.

   Note

   The Receipt Number field is only provided in an integrated POS and Wireless system.

6. Select the Order State from the drop-down list, if applicable. This further explains the Order Status.

7. Enter an Estimated Completion Date, if applicable.

8. Click Next. This displays the Add Customer-Level Features window.