SOI Overview

The Sales Order Interface (SOI) is most commonly used for creating new orders, it can also be used for making a quote, updating a customer account or simply checking inventory availability. Depending on your implementation, the SOI supports either single ship-to or multiple ship-to orders. Refer to the separate instructions for each ship-to setup to learn how to create an order for that setup.

Access

The SOI is located within the CORESense Back Office in the Order Processing tab > Order Manager. Click the lunch button and the SOI opens in the current browser window.

Main Screen Layout

The Main Screen layout is detailed in the table below.

	Option	Description
1	User Information	Login - Identifies user currently logged into SOI Sales Rep - Ability to select other Sales Reps to place order Sales Channel - Select sales channel in which to place orders
2	Workflow	Graphic displays completed phases of sales order workflow .
3	Return Wizard/Exit/Comments	Click on Launch New Return Wizard to process returns. Click on Exit link to return Back Office Order Processing tab. Click on Comments link to enter order related text that is associated to order number in Back Office.
4	Customer Information	Click on title bar to locate customer for the order. Click Customer ID link to open customer account in Back Office > Customer Manager. Click on Customer Orders link to view order history.
5	Order items	Click on title bar to select items for the order.
6	KeyCodes	Entry for those configured to use keycode functionality.
7	Salesman	Ability to assign order to another sales rep. This area is also used for clients who have added custom customer fields.
8	Payments	Click on the title bar to enter method of payment to apply to order.
9	Complete Order/Quotes	You can choose to save an order a as quote (provided no payment has been taken) or complete the order and submit to Back Office for processing.