Select _______ New Sales Order. Sales Order is the default selection for Retail Orders. Select Search for Customer or create New Customer.
To search, enter _______ I.D., client’s name or any available information.
Select _______ to search. Select the appropriate client from the results and Select Confirm. Confirm information on file with the client.
Enter or Scan _______ and select yellow arrow to add to order.
Add _______ to an item by selecting the Servicing tab.
Navigate to _______ tab.
Confirm or enter payment amount and select _______.
Select Email, _______, or Email & Print for receipt for delivery options.
Down
Navigate to the _______ tab. Select Send
Use toggle to select whether shipping to Customer or Recipient.
· Enter Recipient address if selected.
Enter or change information if needed.
1) Self Purchase or Gift
2) Holiday or Need By date
3) Tax Exempt
Select Save.
Adjust Sku _______ if needed.(abbreviation)
Select Item _______ if needed and add details in appropriate tab.