Manual Orders: Items

Use the Next Topic and Previous Topic arrows, and , in the Navigation Pane of the Knowledge Base to read about each phase of creating a manual order in sequence. (The buttons are actually white on the black background of the Navigation Pane.)

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Overview

This is the second phase of entering a new Manual Order into the system.
Select one or more products to add to the order.
Click the links across the top of the screen to step through each section, or phase, of placing a manual order. Using these links, it is possible to jump between different phases, out of their normal sequence.
Another method of navigating between phases is to use the "Continue to.." or "Back to..." buttons at the bottom of each section, however, they only follow the normal sequence of steps.

Description of the Manual Orders: Items Screen

Manual Orders: Items screen

Add Item(s) Button

opens the Manual Orders Add Items screen
select one or more items from that screen to add them to the order

Line Items Grid

this area displays the list of items that have been added to the order
includes the SKU, Product Description, Quantity, Price and Extended Total for each line item individual products listed on an order in the order
if an item is backordered, the SKU and Product Description fields background color is RED
if an item is drop-shipped, the backgrounds of the SKU and Product Description fields is BLUE

Buttons

view the product inventory record of the line item
view items listed as cross-sell products for the line item
view warnings related to the line item
view open purchase orders that contain the line item
edit the quantity of the line item to order
delete the line item from the order; the program prompts for confirmation

Back to Customer Button

select this to return to the previous screen in the Manual Orders process

Continue to Billing Button

select this to move forward to the next screen in the Manual Orders process

Created: 3/5/12

Revised: 12/9/14

Published: 04/13/16