Create Update Sales Order Panel

This guide emphasizes the importance of accurate source code selection and payment method handling and expands on the focus areas of the order header section(s). Additionally, it offers tips on managing order holds and understanding replacement order sources.

Jennifer Cummings
10 steps
23 seconds

Ensure arrows are expanded to view all relevant information on page.

Top portion of create/update

Actions used in Header Menu drop down. Use Holds/Change Reasons to remove order header holds. Access notes and attachments to view or add.

**Source Code** - required selection during entry. Why is the order being created or where did it originate from? **Payment Method** - defaults to Payment. Only change when customer is paying with Credit Card. Add Credit Card details by clicking on small box to right of drop down.

Source Codes Original Orders should default when coming into PS electronically. Manual Entry of an order requires the user to select/verify the source code. Accuracy is key in helping maintain integrity of reports.

Tip! *Replacement order sources:* LOST vs SHIP \~ **lost** is due to carrier error and **ship** is due to Kaplan error. "who created the reason for the replacement": CSC, ENTRY, SALES Cusat \~ use when you are going outside normal guidelines to help increase customer satisfaction/retention.

Add/View Credit Card. View of unpopulated information.

Areas of importance on the credit card panel.

Authorization History Page., areas to note.

Bottom of order header: Note \~ Ship to customer and location number Note \~ "partial line/order/cancellation" codes

Header Summary Information: