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Create a Single Ship-to Order

The instructions below follow the steps required to place an order using the Sales Order Interface (SOI) for retailers that are setup for single ship-to orders only. Refer to Create a Multiple Ship-to Order for instructions if you are setup for multiple ship-to addresses.

 

Step

Action

1

Login to the SOI and select the desired sales channel from the drop-down list.

select_channel.png

2

Click on the Customer Information title bar to assign a customer to the order.

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3

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

cust_-_search.png

4

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

cust_-_results.png

5

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

cust_-_address.png

6

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

7

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

items_-_title_bar.png

8

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

items_-_search.png

9

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

items_-_results.png

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

10

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

items_-_add_prod.png

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.

11

Verify the item(s) being ordered. If all items are correct, click the Close Window link to return to the SOI main screen. If you need to adjust the Unit Price, click on the link. Click here to view adjustment pop-up.

items_-_add_prod2.png

12

The items now display in the Order Items box. If you are a retailer using key or mail codes, enter them in the fields provided.

items_-key_code.png

13

Select the desired Shipment Method for the order (this will vary per retailer).

shipping.png

notes.gif  Note: To edit the shipping option once selected, a hammer-wrench.png icon displays that allows you to edit the amount of the shipping option.

14

Click on the Payments title bar to begin the payment process.

payments.png

tip.PNG  Tip: If the customer wants a quote of the order, click the Make Quote button to save the information for future payment, which then sends an email to the customer with the pending order details.

15

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

payments_-_screen.png

  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.

16

Select the Payment Type from the drop-down list  (multiple payment types can be applied to a single order).

payments_-_type.png

Click on a Payment Type to view data requirements for that type:

Credit Card Process

Cash Payment

Check or Money Orders

Intended Payment (terms)

17

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

complete_order.png

18

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

email_confirm.png

notes.gif 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 Also

 

 

 

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