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Make Sale Wizard

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The Make Sale Wizard has multiple pages that vary depending on the path you are taking.

See these topics for specific help on these pages.

Make Sale Wizard - Customer Search

Make Sale Wizard - Customer Search Results

Make Sale Wizard - Customer Information

Make Sale Wizard - Make Sale

Make Sale Wizard - Searching the POS Product Catalog

Make Sale Wizard - POS Guided Assignment

Make Sale Wizard - Service Options

Make Sale Wizard - Select Existing Service

Make Sale Wizard - Service Information

Make Sale Wizard - NLAD Service Information

Make Sale Wizard - [Product Name] Details for Handset Devices

Make Sale Wizard - [Product Name] Details for Non-Handset Devices

This page is where you enter the Equipment ID and Inventory Status for the device being associated to the service.

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Its an alternate version of the Product Detail page that supports alphanumeric Equipment IDs up to 50 characters. This supports the sale of certain serialized devices that may have long alphanumeric Equipment IDs such as wireless routers.

Some setup is required to make this version of the page display in the wizard instead of the handset version. See Supporting the Sale of Non-Handset Devices in POS.

Make Sale Wizard - Credit Check

Make Sale Wizard - Choose Add On Effective Dates

Make Sale Wizard - Make Sale Summary

Make Sale Wizard - Complete Sale

Bulk Retail Sale

Make Sales Request Wizard

The Make Sales Request Wizard has multiple pages. The pages you see are determined by your choices as you work through the Make Sales Request Wizard.

Make Sales Request Wizard - Customer Search

Make Sales Request Wizard - Customer Information

Make Sales Request Wizard - Customer Search Results

Makes Sales Request Wizard - Make Sales Request for the customer

Make Sales Request Wizard - Sales Request Fulfillment Type

Make Sales Request Wizard - Shipping Information

Make Sales Request Wizard - Equifax Credit Check

Make Sales Request Wizard - POS Guided Assignment

Make Sales Request Wizard - Service Option

Make Sales Request Wizard - Complete Sale

Note

From most pages of the Make Sale Wizard, you can use the Actions button in the lower left to view the Order Tree, which shows you the progress of your order.

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