Order Processing: Online order,Order entry, Credit checking, Online Item Edit, Pricing, Inventory, Shipping, Sales analysis and Reporting, Sales commissioning.
Online order:
Summary- Most of the process including account General Ledger posting is automated and taken care by the system , only backoffice function remains taking care of the actual shipment.
1. Can be placed by a visitor or entered by a logged in user and once the payment is completed through a payment process like Paypal, system will automatically create an order entry and an invoice entry. The payment will stay authorized but not deducted untill the backoffice makes the shipment and then enter make Payment.
2. To process outstanding shipments, go to Transactions-List-Customer Orders . Click on Search Results and select status Invoiced and then Search button. Use Reset between new searches.
3. Look at the order information to verify the information is correct. If needed, use the view or edit button to see more details. You can see details for related records or even navigate without using menu by looking under the collapsible panel Navigation Toggle. Go to Navigation Toggle Panel-Shipment Tab to see Add Shipment or use Trnsactions-New-Shipment-Shipment (Existing Order)
4. Select the order #, if not already selected and the shipper to ship the items. The fileld PackNo is mandatory and refers to Packet id or some reference to the shipment. The BilltoSameasShipTo can be set so that shipment can be done to the Mailing address.
Once CnvertToShipment is done, there will be options to Print the to view or print locally and also to send by email. You can also print the Shipping Label.
There will also be a button called Capture Payment. You can use it to advise the Payment processoor like Paypal to change the sale from authorization to captured and deduct the payment. System will also create a payment record.
Order Entry:
Summary- Most of the process needs to be done by backoffice but are mostly semi automated by using Convert To buttons. General Ledger posting is automated and taken care of by the system.
1. Order entry is taken over the phone or via eMail or by Fax. It can also come online if shopping items type allows quotation or if the visitor sends a query or order via Queries/Suggestions. Sales person or a backoffice operator will manually create the Order. In some case there may be a need to create a Quotation, which can be converted to an Order.
2. Once an order record is created after getting confirmation, it is mostly semi automated ie use ConvertTo buttons until payment is done.
To process outstanding shipments, go to Transactions-List-Customer Orders . Click on Search Results and select status Active/Ordered and then Search button. Use Reset between new searches.
3. Look at the order information to verify the information is correct. If needed, use the view or edit button to see more details. You can see details for related records or even navigate without using menu by looking under the collapsible panel Navigation Toggle.
At this point, the order of processing will depend on whether Shipment needs to wait until the Invoice and Payment is done.
4. If Shipment can proceed, as in buying on credit, go to Navigation Toggle Panel-Shipment Tab to see Add Shipment or use Trnsactions-New-Shipment-Shipment (Existing Order)Select the order #, if not already selected and the shipper to ship the items. The fileld PackNo is mandatory and refers to Packet id or some reference to the shipment. The BilltoSameasShipTo can be set so that shipment can be done to the Mailing address.
Once CnvertToShipment is done, there will be options to Print the to view or print locally and also to send by email. You can also print the Shipping Label.
5. If Shipment cannot proceed, then convert the order to Invoice.
6. Once payment is received, convert the Invoice to Payment.
7. If Shipment is outstanding, then go back to step 4.
Online Item Edit:
1.Item can be of different types like online shopping item, inventory item, image item, blog items, case item and more. There are many fields for an item and not all are used for each type. There is a general edit which covers many of these fields and gives most flexibility. But for most common types like shopping items, images and blogs, there are easier versions. For a new item use New and for existing ones use List