Order Entry
The Sales Lifecycle. Quotes through Shipping and everything in between
- Adding Freight to an Order
- Billing Rental Charges
- Billing for Repair Orders
- Suspending Order to prevent Inventory allocation
- Customer Price Inquiry - OEIP
- OE - Nonstock Line item Entry and PO Sourcing
- Open Order Management
- Order Inquiry
- Price Corrections
- End of Day Cash Drawer Balancing
- Crediting a Customer for Freight
- Invoice Reprint - Single
- Invoice Reprint - Multiple
- Changing Customer PO#
- Entered Customer Payment with Wrong Payment Type Policy
- Adding Internal Comments, External Comments and Subtotals to Quotes and Sales Orders
- Adding Line Comments to Orders
- Warehouse Transfer Sourcing directly from an Order
- Creating POs from Order Entry
- Notes Entry, Editing, Deleting
- Removing Taxes from an Invoice after it is Invoiced
- Credit Overrides / Releasing Policy
- Broken Bag Policy
- Authorization Required - DNR Items Not Allowed Qty Avail < Ord and Sourcing a DNR item by Creating WT