ERP: Create Sales Order
CM Cantu
22 steps
2 minutes
1
[Access Sales Order Card](https://castico.ladesk.com/100802-ERP-Access-Sales-Order-Card) in ERP
CREATE NEW SALES ORDER CARD
2
Click [[NEW]]
3
Enter Customer ID and select [[NEW]]\ For example: - Replacements = C1111 - Paid Replacements = C1240 - E-Commerce = C1160
EDIT ORDER DETAILS
4
In "Customer PO ID" field, enter the corresponding Purchase Order ID. - Replacements, Paid Replacements, Goodwill orders: use the corresponding RPO in [CC Replacements Log.](https://rstmgt.sharepoint.com/sites/Castico-CustomerCare2/Lists/CC%20Replacements/AllItems.aspx) - E-Commerce orders: Use prefix "WMB" + YY + MM + DD (EX: WMB240714)
5
Update "Default Shipping" to Customer Information by selecting the Search List icon.
6
Search for Customer's Name, high-light, and press 'OK'\ \ *NOTE: If the customer is not found, cancel the Sales Order, and add the customer information to the Ship To tab of the Customer Card, and start again.*
7
Confirm address and information is corrrect.
8
If the customer will be paying Shipping Fees, enter the Shipping Quote amount in the 'Est Ship Charge' field.\ \ NOTE: This is usually common for Paid Replacements and E-Commerce orders.
9
Change "Default Required Date" (two business days from today's date)
10
Select "YES"
11
Enter Order Instructions with " // " between each data section.\ Original SOID - PayPal Invoice # (for Pre-Paid customers only, such as Paid Replacements and E-Commerce) - Original SOID (for Replacement orders only) - Item Summary - Customer Phone Number - Customer Email Address (for CAN orders only)
ADD ITEMS TO ORDER
12
Select the "Items Lines" TAB
13
Enter or Search for ITEM ID
14
Click here
15
Select the [[+]] symbol
16
Add Quantity to order
17
To add additional items, click on the next "Item ID" Box and repeat Steps 11 - 14
18
Conduct final audit of order details
AUDIT: For pre-paid customers, ensure items and amounts match between invoice and entered so information.
19
Take note of Sales Order ID
Take down the SOID, as it will be lost once the order is saved.
Update CC Replacement List
20
Press [[Accept]] to Save Order - Notate the sales order created to LiveAgent notes.
21
If the sales order corresponds to a replacement order, notate the SOID in the "Replacement SO" Field of the corresponding RPO.\ \ Find and click on the corresponding Replacement ID in 'CC Replacement List'
22
Enter the newly created Sales Order ID to the 'Replacement SO' field
THE END
ERP: Create Sales Order
CM Cantu
22 steps
2 minutes
1
[Access Sales Order Card](https://castico.ladesk.com/100802-ERP-Access-Sales-Order-Card) in ERP
CREATE NEW SALES ORDER CARD
2
Click [[NEW]]
3
Enter Customer ID and select [[NEW]]\ For example: - Replacements = C1111 - Paid Replacements = C1240 - E-Commerce = C1160
EDIT ORDER DETAILS
4
In "Customer PO ID" field, enter the corresponding Purchase Order ID. - Replacements, Paid Replacements, Goodwill orders: use the corresponding RPO in [CC Replacements Log.](https://rstmgt.sharepoint.com/sites/Castico-CustomerCare2/Lists/CC%20Replacements/AllItems.aspx) - E-Commerce orders: Use prefix "WMB" + YY + MM + DD (EX: WMB240714)
5
Update "Default Shipping" to Customer Information by selecting the Search List icon.
6
Search for Customer's Name, high-light, and press 'OK'\ \ *NOTE: If the customer is not found, cancel the Sales Order, and add the customer information to the Ship To tab of the Customer Card, and start again.*
7
Confirm address and information is corrrect.
8
If the customer will be paying Shipping Fees, enter the Shipping Quote amount in the 'Est Ship Charge' field.\ \ NOTE: This is usually common for Paid Replacements and E-Commerce orders.
9
Change "Default Required Date" (two business days from today's date)
10
Select "YES"
11
Enter Order Instructions with " // " between each data section.\ Original SOID - PayPal Invoice # (for Pre-Paid customers only, such as Paid Replacements and E-Commerce) - Original SOID (for Replacement orders only) - Item Summary - Customer Phone Number - Customer Email Address (for CAN orders only)
ADD ITEMS TO ORDER
12
Select the "Items Lines" TAB
13
Enter or Search for ITEM ID
14
Click here
15
Select the [[+]] symbol
16
Add Quantity to order
17
To add additional items, click on the next "Item ID" Box and repeat Steps 11 - 14
18
Conduct final audit of order details
AUDIT: For pre-paid customers, ensure items and amounts match between invoice and entered so information.
19
Take note of Sales Order ID
Take down the SOID, as it will be lost once the order is saved.
Update CC Replacement List
20
Press [[Accept]] to Save Order - Notate the sales order created to LiveAgent notes.
21
If the sales order corresponds to a replacement order, notate the SOID in the "Replacement SO" Field of the corresponding RPO.\ \ Find and click on the corresponding Replacement ID in 'CC Replacement List'
22
Enter the newly created Sales Order ID to the 'Replacement SO' field
THE END
