Add Products

Step

Action

1

From the order's Order Items screen, click on the   icon in the Add Products box to search for the product(s) to add to the order.

2

Enter search criteria, click Search and then select the desired product from the results list.

3

The Product ID is populated. Make any quantity adjustments and click the Add Product button.

4

Make any necessary adjustments to the product configuration and click the Update Order item.

Important:   Make sure to select a product configuration if the selector is presented. If a product configuration is not selected, CORESense will be unable to find associated inventory requirements when sourcing the order during the fulfillment process.

5

Modify the Current Standard Configuration and/or SalesTax. Then, click Update Order Item.

Important:   When modifying ordered item product configuration, price, and sales tax, all promotional discounts and affiliate commissions are recalculated for the order based on current promotional rules and affiliate commission structures.

5

The Cross-sell Products box displays all cross-sells associated to the selected product. For each cross-sell, the product name and manufacturer are displayed.  If the customer wants to add one of the cross-sells to their order, copy the product name for use in the product selector.

6

Click on the Order Items link to return to the Add Products screen of the order.

7

The product is now listed in the Ordered Items box.  Modify the Qty column for each ordered item, then clicking Update Quantities.  Repeat the above steps for each product to be added to the order.

8

Click on the  icon to edit the order item, click on the   icon to remove the item from the order, or click on the   icon to increase the quantity by one count.