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This document is duplicated from 3.1 Order Entry which contain a chapter 3.2 and which is migrated to asciidoc |
.3.2.2 Order Manager Path
.3.2.2.1 Discussion
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.3.2.2.2.1 First screen with customer specified.
.3.2.2.2.2 Sales Order vs. Purchase Order
Disregard the Purchase Order section of this screen. That is only used when you (as a representative of your company) are ordering product or services from another vendor for your company's use.
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.3.2.2.3.1 Primary order entry screen is complex.
.3.2.2.3.2 Order Header Info
Before proceeding with the order entry, confirm that the Party is correctly identified, and that the Currency is in the correct denomination.
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.3.2.2.3.3.7 Create New Product
If your customer asks for a product which has not yet been established in the system, and you know you can get it for them, this link allows you to quickly create the product identity within OFBiz before proceeding with the order.
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Let's say that you are dealing with a customer who knows what he wants and you do not need many of the features and links given on this particular screen. By choosing \ [Quick Add\] you are taken to a simplified ordering screen (shown below) where the order taking can be quickly accomplished. Compare this screen (as shown above) with the Quick Add screen (below) to visualize the differences.
.3.2.2.3.3.8.1 Quick Add Screen
.3.2.2.3.3.9 Shopping List
.3.2.2.3.3.9.1 Table of existing Shopping lists for this Party
.3.2.2.3.3.9.2 Choose single items from a selected Shopping List
.3.2.2.3.4 Choose Catalog
Your customer might be ordering from your Spring catalog, your Outdoor Specials catalog, or whatever Catalog you may have placed into his hands. Establish the Catalog here so that prices reflect the Catalog he sees. This will also govern what products, special offers, discounts, and other details of the marketing process are presented in this screen and for the order itself.
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.3.2.2.3.7.2.2 Quick Lookup link
.3.2.2.3.7.2.3 Popup Search tool finds products quickly.
.3.2.2.3.7.3 Quantity
How many are wanted?
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.3.2.2.3.7.6 Add To Order
This button should not be clicked until all details in this section are confirmed: quantity, product, dates, etc. It updates the totals and enters particulars into the next section. It does NOT clear the fields, however, so if it is pressed twice the order will be doubled.
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First select a list from the drop-down box, then click on \ [Add To Shopping List\]. All of the ordered items to that point will be added to the selected List, in the quantity ordered.
.3.2.2.3.9 Order Items sectionunmigrated-wiki-markup
.3.2.2.3.10 Promotion/ Coupon Codes
Enter the code number from other Promotions or Coupons and click on \ [Add Code\]. Appropriate discounts or promotional consideration will be calculated into the order if the Code is currently valid.
.3.2.2.3.11 Special Offers
.3.2.2.3.11.1 Details
.3.2.2.3.11.2 View All Promotions
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.3.2.2.3.12 You might also be interested in
Strictly a promotional tool, here is a selection of items which you can offer to the customer before moving past this screen. Simply enter the quantity and \ [Add to Cart\] when he indicates acceptance.unmigrated-wiki-markup
.3.2.2.3.13 Promotion Information
In the left-hand portion of this section, all those Promotions which have been applied to the order are given. Select \ [Details\] to obtain more information.
In the right-hand portion, the ordered items which made the customer eligible for a promotion are given. Promotion opportunities not yet applied are also indicated. Every item being shipped as a promotional giveaway is listed as well.
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.3.2.2.4.1.1 Ship To address
.3.2.2.4.2 Options
.3.2.2.4.2.1 Additional details about the order
.3.2.2.4.2.2 Shipping methods
Select the radio button for the preferred shipping method. Consider the customer's desired delivery date, the availability of product, your order processing time, and the transportation time required before agreeing with the customer to a specific mode of shipping.
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.3.2.2.4.3.1 How will they pay?
.3.2.2.4.3.2 Offline / Payment Received
.3.2.2.4.3.3 Credit/Debit card
.3.2.2.4.3.4 Electronic Fund Transfer
.3.2.2.4.4 Parties
There may be reasons for associating another Party or Group with the order. For example, the person placing the order might be an member of an existing customer group, such as a shopping club, or they might be a purchasing agent for a company and need to be identified with that company.
When you select to identify another group or individual for association, a process will be followed. You will be returned automatically to complete the rest of the order.
.3.2.2.4.5 Review Order
.3.2.2.5 Create Order
.3.2.2.5.1 Order confirmation screen
.3.2.2.5.2 Order Entry is now completed.
Congratulations! You have completed all the aspects of entering an order into the system. Be sure the customer receives the Order Confirmation number. You might wish to mail or fax a copy of this screen to the customer for their reference.
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