Run your entire organization from the Internet
 

Orders

Manage and fulfill orders for products as well as events, exchanges, membership and Press Releases. The Order feature is used to create, collect, review, report and manually editing any orders and invoices created by feature components, such as Event Registration, Product Purchasing, Press Releases, Exchange Fees and Membership Fees. The Order Management page allows administrators to manually modify order information for exception situations. Using Order Management permitted users can create new orders, add items to existing orders, create quotes, create recurring orders, and create returns.

Orders feature benefits include:

  • Enables online shopping cart and checkout capabilities.
     
  • Customize payment options, shipping methods, sales tax parameters and ordering policies.
     
  • Set unlimited number of price groups and customer discount groups.
     
  • Create and track price quotes.
     
  • Convert price quotes to orders and invoices.
     
  • Create recurring, return and back orders.
     
  • Integrates contact management features to track prospect, customer and sales staff relationships and activities.
     
  • Integrates inventory control system with shopping cart and sales department.
     
  • Creates journal entries and records for export to QuickBooks or other accounting packages.
     
  • Allows for manual adjustments when special conditions or exceptions need to be applied to specified customers.

Some of the components, fields and settings of the Orders feature are:
 

  • Order Features Management page
  • Default Shipping Carrier
  • Default Shipping Method
  • Default Security Group
  • Response Notification Email
  • Response Notification Template
  • Order Phone
  • Order Policies
  • GL Accounts section:
     Sales Tax Revenue
     Shipping Revenue
  • Search for Orders page
  • Text fields
  • Range fields
  • Criteria fields
  • Feature
  • Order Status
     Shopping Cart
     Submitted
     Pending
     Partially Fulfilled
     Fulfilled
     Completed
     On Hold
     Canceled
  • Order ID Range
  • Company ID
  • Contact ID
  • Created Date Range
  • Created By Item ID
  • Record ID
  • Order Type
     Order
     Quote
     Recurring
     Return
     Credit Memo
     Back Order
  • Payment Entry Date Range
  • Company Name
  • Last, First Name
  • Modified Date Range
  • Modified By
  • Financial Status
     All
     Approved
     Declined
     Pending
  • Options
  • Found Orders section:
  • Order ID
  • Company Name
  • Contact Name
  • Status
  • Type
  • Management
  • Fulfillment
  • Order Management page:
  • Order For:
     Events
     Products
     Press Releases
     Exchanges
     Membership
  • Select User
  • Bill To: Retrieve Office
  • Bill To: Retrieve Home
  • Bill To:
  • Bill To Name
  • Bill To Attn:
  • Bill To Address 1
  • Bill To Address 2
  • Bill To C.S.Z.
  • Bill To Country
  • Bill To Phone
  • Bill To Fax
  • Bill To Email
  • Ship To:
  • Ship To Name:
  • Ship To Attn:
  • Ship To Address 1:
  • Ship To Address 2:
  • Ship To C.S.Z.:
  • Ship To Country
  • Ship To Phone:
  • Ship To Fax:
  • Ship To Email:
  • Order Status:
     Canceled
     On Hold
     Pending
     Submitted
  • Terms
     Pre-Paid
     Paid By Mail
     Pay At Event
     C.O.D.
     Terms
  • Order ID
  • Order Type:
     Order
     Quote
     Recurring
     Return
     Credit Memo
     Back Order
  • Salesperson ID:
  • Financial Status
     Pending
     Approved
     Declined
  • Payment Type
  • Related Record ID
  • Order Date
  • Ref. Order #
  • P.O. #
  • Contact ID
  • Order Items grid columns
  • Quantity
  • Shipped Qty.
  • B.O. Qty.
  • Canceled Qty.
  • Part #
  • Product
  • Unit Price
  • Extended Price
  • Add Item link
  • Created Date Range
  • Created By
  • Shipping and Totals section:
  • Allow Partial Shipment
  • Shipping Carrier
  • Shipping Method
  • Calculate Shipping & Tax
  • Sub-Total
  • Shipping Charges
  • Tax Total
  • Total
  • Special Instructions
  • Payments
  • Add Item in Order Management page
  • Price
  • Qty
  • Options:
  • Payment Options page
  • Options:
  • Auto Adjust Payment Amount
  • Enter Additional Payment
  • Leave as UnPaid
  • Payment:
  • Account Number
  • Payment Type
  • Name on Card
  • Expiration Month
  • Expiration Year
  • Payment Date:
  • Address 1:
  • City:
  • State:
  • Zip:
  • Country:
  • Options: