Create New Order

The creation of a new order begins in the Customer Manager through the CORESense Back Office. Based upon a customer record, a new order option triggers the launch of the Order Manager.

Customer Manager - The Customer Manager is used to search for or create a new customer account. Once the customer account is established, the order creation process begins by launching the Order Manager directly from the customer record.

Order Manager - The Order Manager is launched directly from the customer record in the Customer Manager. Upon launch, a new order is created with the shipping and billing address copied from the customer account. In order to complete the order, a variety of order sections must be accessed and updated, where each section contains specific information such as the ordered items, payment information and shipping information. Once the order is complete, an order confirmation e-mail is sent and the initial order status is set, which enables tracking and management of the order through the order lifecycle.

Important: For retailers who manually enter even a moderate volume of orders, CORESense provides the Sales Order Interface (SOI), which is a single, streamlined interface used for creating new customers and orders. The SOI is activated for all CORESense retailers and can only be enabled/disabled by CORESense support. It is recommended that you use the Sales Order Interface for easy order entry.

Create New Order

To create a new order for a customer, click the New Order button from the customer record to access the order processing screen.

Path: Customers > Customer Manager > Orders/Returns

Each of the order subsections need to be populated properly so the order falls into the normal order lifecycle.

Order Setup

To begin a new order, identify its sales channel, any related salesman information, and change its status for processing.

Step	Action
1	Select the Channel for the new order, if other than POS or website, select Sales Order Interface.
2	In order to track salesman performance and to generate sales commission reports, it is required to set a salesman on the order. This field appears in the left column of the Order Items page. Select the Salesman from the drop-down.
3	The Order Salesman section also provides custom order information fields. Custom order information fields are used to store order information that is not supported by standard order fields. For example, delayed delivery dates, special shipping instructions, or gift messages.
4	After entering all information, click Update Information.