Multiple Ship-to Order

Step

Action

1

Login to the SOI click on the Customer Information title bar to search for the customer record.

2

Enter the search criteria in the fields provided and click on the Search Customer button.

3

Click on the ID link of the matching customer to verify their address information.

4

Verify the customer address information or select an alternate address from the either or both the Billing and Shipping side. Click the New Contactbutton to enter another address to the record.

5

After confirming the correct addresses, click on the Apply Customer to Orderbutton.

6

Once the customer has been assigned, click on the Order Items title bar to begin selecting products.

7

In the Search Products tab enter criteria on the product to be ordered and click the Search Products button.

8

Click on the product(s) to be added to the order.

Tip: To view any current promotions, click on the Promotions tab to see the list (view sampleview sample).

9

Enter the desired quantity and click on the Add Products to Order button. The other tabs are described below.

More Info- Provides additional product description and attributes

Related Products- Lists any Cross Sell or Up Sell products for the selected item

Inventory - Provides a current In Stock Quantity and Backordered across all warehouses

Note: Backordered quantities are cited when an order requests more than what is currently available. For example, if 15 are ordered but only 10 are available, the system displays 5 Backordered. Because inventory and reservations are constantly changing, this should be taken as an estimate. The actual quantity that will be backordered (if any) is determined during the next order automation run.

10

Verify the item(s) being ordered. For each item listed, select the address it is to be shipped to (1, 2) and the method of shipping (3, 4).

Notes:

1. • To split quantities of a single item across multiple shipments, review the Split Shipment instructions.

   • To display list of warehouses with available inventory, follow the Ship/ Later Warehouse setup steps.

11

• To edit a shipping price, click on the  icons seen below.
• To change an item quantity,  click on the icon under the Actions column.
• To remove an item from the order, click on the icon.

• The icon is for any custom fields that have been created. See NOTE below.

• Click on the price link under the Unit Price column to make a price adjustment. Click here to view adjustment pop-upClick here to view adjustment pop-up.

  Unit Price Adjustment

  

   

  1. Enter the amount to be adjusted.
  2. Select the $ or %in decrease or increase.
  3. Select a Type for the adjustment from the drop-down.
  4. ClickAdjust Price.
• Click on the Close Windowlink to submit items for payment.

Note: Custom fields (accessed from the icon) are supported including but not limited to text, select list, multi-select list and yes/no data types. Custom field creation is supported in the Back Office Technical Configuration. Contact your CORESense Support for assistance.

Examples include:

1. • Gift message per Ship To.  A gift message can be added to each of your recipients and be displayed on a packing document or ship confirmation email.

   • Deliver by Date.  Some customers add a field at the order level and use the field as an information filter for their shipping department.  

12

Click on the Payments title bar to begin the payment process. If the customer wants a quote of the order, click the Make Quote  to save the information for future payment, which then sends an email to the customer with the pending order details.

13

The Paymentsscreen is comprised of the following six areas as described below.

1. Drop-down list payment types

2. Data entry fields for payment type

3. Coupon redemption field for coupon promotions

4. If customer has any available store credit, it displays in this area and can be applied to the order.

5. Payment summary that lists all payments and promotions applied to order.

6. If you have agreements with customers that enables term payments, they can be entered here.

14

Select the Payment Type from the drop-down list  (multiple payment types can be applied to a single order). The Order Summary updates the payment and the Balance Due displays a $ 0.00. Click on the X to return to the main screen.

15

Complete Order button to submit the order for processing and tracking in the CORESense Back Office.

16

Select the SOI Confirmation Email from the Template drop-down and click Send Email.

Note: If your SOI was configured for the Invoice format, you will be presented with the final invoice and provided the option to add comments, print and/or email it to the customer. See sampleSee sample.