Difference between revisions of "How to create a Customer Order"
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| − | ''' | + | '''Step 1 - Billing'''<br /> |
| − | Invoicing Details <br /> | + | *First please input your Invoicing Details: <br /> |
| − | + | #First Name<br /> | |
| − | First Name<br /> | + | #Surname<br /> |
| − | Surname<br /> | + | #Postal Code<br /> |
| − | Postal Code<br /> | + | #Company Name<br /> |
| − | Company Name<br /> | + | #Address<br /> |
| − | Address<br /> | + | #Town<br /> |
| − | Town<br /> | + | #Country<br /> |
| − | Country<br /> | + | #Telephone Number<br /> |
| − | Telephone Number<br /> | + | *Secondly input a Contact / Email to send the Order Confirmation to.<br /> |
| − | Contact / Email to send Order Confirmation | + | *Alternatively, you may enter a new Email Address that will then be saved to the Customer Record.<br /> |
| − | Alternatively, enter a new Email Address | + | *Finally you may add a 'Quote Expiry' - this is only required if you are creating a Quote.<br /> |
| − | Quote Expiry | + | |
| + | '''Step 2 - Delivery'''<br /> | ||
| + | *First if the details are identical to those in the Billing Section you can set the slider to '''Green''', this will allow you duplicate your previous input.<br /> | ||
| + | *Conversely, if most of the details are the same, but you wish to amend certain values, you may 'Copy Details from Billing Section' by setting the slider to '''Green'''.<br /> | ||
| + | *The Input Fields are as Follows: | ||
| + | #First Name<br /> | ||
| + | #Surname<br /> | ||
| + | #Postal Code<br /> | ||
| + | #Company Name<br /> | ||
| + | #Address<br /> | ||
| + | #Town<br /> | ||
| + | #Country<br /> | ||
| + | #Telephone Number<br /> | ||
| + | *Next, to save the inputted address as a 'New Delivery Address' you may set the slider to '''Green'''.<br /> | ||
| + | *If you wish to receive 'Delivery Notifications' select the corresponding Contact / Email address.<br /> | ||
| + | *Alternatively, you may enter a new 'Email Address' here.<br /> | ||
| + | *To Select a Delivery Method you may choose from the drop-down menu. <br /> | ||
| + | *The Following is a list of sliders: | ||
| + | #If you do not want to 'Override Delivery Method' set the slider to '''Green'''.<br /> | ||
| + | #If you wish to drop ship this order this slider, setting this slider to '''Green''' will result in the paper work being printed plain. <br />. | ||
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'''STEP 3 - Order Items'''<br /> | '''STEP 3 - Order Items'''<br /> | ||
| − | Search Product by SKU - Here you enter the SKU if you | + | Search Product by SKU - Here you enter the SKU if you know it, or you can type in the product you require.<br /> |
| − | Search Customers Own Stock- Here you can search your own stock.<br /> | + | Search Customers Own Stock - Here you can search your own stock.<br /> |
| − | Add Quantity- Please Enter the QTY you require.<br /> | + | Add Quantity - Please Enter the QTY you require.<br /> |
Import lines from CSV - Here you can import products from the CSV file (CSV file must be "SKU", "Quantity" and "Price". The first line will be ignored.)<br /> | Import lines from CSV - Here you can import products from the CSV file (CSV file must be "SKU", "Quantity" and "Price". The first line will be ignored.)<br /> | ||
| − | In the box this is where you can edit the unit price and QTY, all the other boxes you can change due to you requirements that you need<br/> | + | In the box, this is where you can edit the unit price and QTY, all the other boxes you can change due to you requirements that you need<br/> |
Select Discount to Apply - Here you can select the type of discount the customer can have.<br /> | Select Discount to Apply - Here you can select the type of discount the customer can have.<br /> | ||
Delivery Charge - This is the amount you can charge the customer.<br /> | Delivery Charge - This is the amount you can charge the customer.<br /> | ||
| Line 44: | Line 46: | ||
'''STEP 4 - Details'''<br /> | '''STEP 4 - Details'''<br /> | ||
| − | + | Private Order Comments (These comments will not be visible to the customer) - In this box, you can enter any private details or comments only people who have access to Spitfire can see the private comments. <br /> | |
| − | Private Order Comments (These comments will not be visible to the customer) - In this box you can enter any private details or comments only people who have access to Spitfire can see the private comments. <br /> | ||
Public Order Comments (These comments will be displayed on the Order Acknowledgement and also the Customers Delivery Notes) - Here you can write any comments all comments will be printed on the delivery note and order.<br /> | Public Order Comments (These comments will be displayed on the Order Acknowledgement and also the Customers Delivery Notes) - Here you can write any comments all comments will be printed on the delivery note and order.<br /> | ||
| − | Order Method - From the drop down menu please select how the order was placed.<br /> | + | Order Method - From the drop-down menu please select how the order was placed.<br /> |
Order Source - | Order Source - | ||
Sales Rep - Select the name of the appropriate sales rep from the drop-down menu of who the sales rep is.<br /> | Sales Rep - Select the name of the appropriate sales rep from the drop-down menu of who the sales rep is.<br /> | ||
'''STEP 5 - Payment'''<br/> | '''STEP 5 - Payment'''<br/> | ||
| − | Default Payment Method - Select from the drop down menu<br /> | + | Default Payment Method - Select from the drop-down menu<br /> |
Special Order (Where the cost price has been negotiated as a one-off or the items need manual purchasing) - Turn the slider to '''Green''' if the price has been agreed prior.<br /> | Special Order (Where the cost price has been negotiated as a one-off or the items need manual purchasing) - Turn the slider to '''Green''' if the price has been agreed prior.<br /> | ||
No PO Reference Required (Only select this option if the customer doesn't need a PO reference) - Only select this option if the customer doesn't need a PO reference. <br /> | No PO Reference Required (Only select this option if the customer doesn't need a PO reference) - Only select this option if the customer doesn't need a PO reference. <br /> | ||
Customer PO Reference Required to release orders paid On Account - Only select this option if the customer doesn't need a PO reference. <br /> | Customer PO Reference Required to release orders paid On Account - Only select this option if the customer doesn't need a PO reference. <br /> | ||
| − | For | + | For any more information on please go to the wiki [[Create / Edit Sales Order|Create / Edit Sales Order]] |
Latest revision as of 10:45, 9 November 2021
Step 1 - Billing
- First please input your Invoicing Details:
- First Name
- Surname
- Postal Code
- Company Name
- Address
- Town
- Country
- Telephone Number
- Secondly input a Contact / Email to send the Order Confirmation to.
- Alternatively, you may enter a new Email Address that will then be saved to the Customer Record.
- Finally you may add a 'Quote Expiry' - this is only required if you are creating a Quote.
Step 2 - Delivery
- First if the details are identical to those in the Billing Section you can set the slider to Green, this will allow you duplicate your previous input.
- Conversely, if most of the details are the same, but you wish to amend certain values, you may 'Copy Details from Billing Section' by setting the slider to Green.
- The Input Fields are as Follows:
- First Name
- Surname
- Postal Code
- Company Name
- Address
- Town
- Country
- Telephone Number
- Next, to save the inputted address as a 'New Delivery Address' you may set the slider to Green.
- If you wish to receive 'Delivery Notifications' select the corresponding Contact / Email address.
- Alternatively, you may enter a new 'Email Address' here.
- To Select a Delivery Method you may choose from the drop-down menu.
- The Following is a list of sliders:
- If you do not want to 'Override Delivery Method' set the slider to Green.
- If you wish to drop ship this order this slider, setting this slider to Green will result in the paper work being printed plain.
.
STEP 3 - Order Items
Search Product by SKU - Here you enter the SKU if you know it, or you can type in the product you require.
Search Customers Own Stock - Here you can search your own stock.
Add Quantity - Please Enter the QTY you require.
Import lines from CSV - Here you can import products from the CSV file (CSV file must be "SKU", "Quantity" and "Price". The first line will be ignored.)
In the box, this is where you can edit the unit price and QTY, all the other boxes you can change due to you requirements that you need
Select Discount to Apply - Here you can select the type of discount the customer can have.
Delivery Charge - This is the amount you can charge the customer.
Grand Total - This is the grand total including VAT.
Order Weight - This is the total weight of the whole order.
STEP 4 - Details
Private Order Comments (These comments will not be visible to the customer) - In this box, you can enter any private details or comments only people who have access to Spitfire can see the private comments.
Public Order Comments (These comments will be displayed on the Order Acknowledgement and also the Customers Delivery Notes) - Here you can write any comments all comments will be printed on the delivery note and order.
Order Method - From the drop-down menu please select how the order was placed.
Order Source -
Sales Rep - Select the name of the appropriate sales rep from the drop-down menu of who the sales rep is.
STEP 5 - Payment
Default Payment Method - Select from the drop-down menu
Special Order (Where the cost price has been negotiated as a one-off or the items need manual purchasing) - Turn the slider to Green if the price has been agreed prior.
No PO Reference Required (Only select this option if the customer doesn't need a PO reference) - Only select this option if the customer doesn't need a PO reference.
Customer PO Reference Required to release orders paid On Account - Only select this option if the customer doesn't need a PO reference.
For any more information on please go to the wiki Create / Edit Sales Order
