Table of contents

Scripts

Expand
title Scripts are available from the Order Entry screen.  By default, you will be set to No script. To know which script you are set to, it will be displayed in the top right of the screen.
Image Modified From the Order Entry screen, select Script Select the Order Entry script Click OK Info Note Once a script is selected, it will always be defaulted at this screen until you change it.

Return to Top

Display

Expand
title The Order Entry screen display all transactions and their corresponding order lines.  This includes not only orders, but any order modifications performed such as a subscription cancel, a product return, etc.
Image Modified

Return to Top

Search By

Expand
title In general, the Search By section is not used. The default is set to display My control group only so that only transactions within your control group are displayed.
Image Modified Info Note Sometimes when coming from another Advantage screen, the customer may by default be in the Customer Number field filtering your screen to only show orders in your control group for that customer. Simply delete the customer number and select Search to display all orders in your control group.

Return to Top

Order Header Details

This selection is available by right click. Used for manually posting an order. Once selected, you will not be able to perform any other functions until the posting is complete.

Return to Top

Order Line Details

Expand
title As transactions are added to your control group, the bottom half of the screen will display the order lines associated with the order selected above.
Image Modified Info Note These are the recommended customized columns from this screen.  There are more columns available. Item Number The item number associated with the product order transaction. Title The item name for the item transaction. Qty Ordered The quantity associated with the order line. Qty Shipped The quantity shipped with the order line. Cross-Sell/Upsell Associated with commission tracking - this column denotes if the order line was part of an upsell or cross-sell transaction. Y or A = Yes N = No Unit Price The price per unit. Item Gross The price per order line - does not include tax or shipping associated with the order. Ship-to Customer The customer number of the ship-to address. Address Code The address code associated with the ship-to address. Warehouse Identifies the warehouse used for that order line. Right Click Options: Inquire Order Line Used to display the Product Order Lines dialog box. Add Order Line Used for adding an additional order line to the selected order. Change Order Line Used for changing details on an order line. Delete Order Line Used to delete the selected order line(s).

Return to Top

Control Group

Expand
title The control group is located at the bottom of the screen. From this screen you can add, open and balance & release your control group.
For more on control groups, go here. Image Modified

Return to Top

Add Mode

Return to Top

Order Information

Image Removed

Expand
title Here is an introduction of the Order Information screen
Image Added Bill-to Customer The customer number associated with the bill-to address. Customer Address Code The address code for the customer number associated with the bill-to address. Ship-to Customer

Image Removed

Return to Top

Order Currency

Return to Top

/ Premium

Expand
title Here is an introduction of the Order Currency / Premium screen.
Image Modified Billing Currency The currency associated with the order. This will default based on the default currency set on the customer's account and can be adjusted if necessary, although that is not common. Welcome Package The welcome package, also referred to as a premium, is the free report(s) associated with the promotion code. This will default to the premium associated with the promotion code entered in the previous step. In some cases, such as using a no code, you can manually override the welcome package the customer should receive here.

Image Removed

Return to Top

Line Item Details

Image Removed

Expand
title Here is an introduction of the Line Item Details screen
Image Added Item Number Identifies the item ordered on the line. Use the drop down to select item associated with the promotion code. Quantity Ordered Identifies the quantity of the item being ordered. For subscriptions, this is generally 1 so that the customer only receives 1 copy of the newsletter. Promotion Code The promotion code associated with the order line. For multi-line orders, the promotion code can be changed if necessary. Promotion Choice Identifies the price and shipping options associated with the item number and promotion code. Use the drop down to select a choice. Shipment Frequency For automatic delivery, this will default based on the promotion choice but can be overriden in this field. Defines the amount of days between shipments. Ship-to Customer The customer number associated with the line item for the ship-to address. Any premiums sent by mail will be associated with the ship to account defined in the Order Information section. For multi-line orders, each line can be defined to a different account if necessary. Address Code The address code for the customer number associated with the ship-to address. Requested Ship Via Identifies the shipment method associated with the promotion choice selected. Can be overriden in this field if necessary. Cross-Sell/Upsell For tracking used in reporting, identifies if there was an upsell associated with the line item. Override e-mail For product orders, the email address will automatically fill in for the customer selected, however if the email address filled in needs be changed, check this box and enter the email address in the Email Address field below. Subscriptions, memberships and AMB line items will prompt for the email address in the next step. Email Address For product orders, the email address associated with the order line. Can be overriden by checking the box for Override e-mail. More Emails When overriding an email address for a product order, select this to display email addresses associated with the account. If the email address is not already associated with the account, manually enter in to the Email Address field. Add Line Item Select when details have been entered and you want to continue to next step. This will add the line item and allow for more items to be added. For subscriptions, memberships and AMB orders, you will be prompted to enter more details. Once completed adding order lines, hit ESC to get to the next step. Add to Book Club N is the default, but you can choose Y for the BCL default setup, or M to modify the BCL fields. Info Note Depending on the type of order, there may be additional order details necessary to complete. There is no continue button on this phase as you can continue to add as many items as the customer would like to order. To continue to the next step, hit Esc.

Return to Top

---

Shipping Charges

Image Removed

Expand
title Here is an introduction to the Shipping Charges screen
Image Added Shipping Amount The shipping cost, or freight cost, associated with the order. This will fill in automatically based on the promotion code, item and promotion choice selected. This can be overridden in this field if necessary. Info When the shipping cost is overridden, a dialog box will appear to confirm the changes. Image Modified Continues to Payment Details.

Return to Top

---

Payment Details

Image Removed

Image Added Payment Types Types of payment that can be applied to the order Check - used for entering check payment orders. Only use if check has been received, if customer contacts to place an order by check, they must be mailed in before entered. Credit Card - used for entering payment by credit card using card vault. Available Credits - used for entering payment with an available credit on the account. This will be greyed out if there are not available credits. Installment Billing Identifies the installment billing associated with the payment. This can be overridden to enter a payment with installment billing. Min. Down Payment Identifies the minimum down payment associated with an installment billing code. Vary installment amounts and dates Allows for users to define when and how much customers are charged at each installment. When checked, a dialog box will appear once the order is submitted to enter payment amounts/dates. Totals Totals associated with the order. Invoice Amount - total amount of the order Amount Paid - total amount entered with order Amount Due - total amount paid minus the invoice amount Billing Currency - currency associated with the order Payment Payment details. Credit Card Check Available Credits Add Card Clicking Add Card will open up the secure payment entry dialog box, where payment details will be securely entered. Multiple Payments Allows for multiple payments to be applied at once. This function only allows for multiple payments with separate payment types - for example, you cannot use multiple credit cards in a single transaction. You can use a credit card and an available credit using multiple payments. Submit Order Submits the order and does a pre-authorization of the credit card. When successful, you will remain in add mode on the Order Entry screen to place another order. Hit Esc to return to the main view of the Order Entry screen. Consent Checkbox When placing an order for something that will have a recurring charge, you will now see the checkbox that appears on the screen. You will need to read the text to the customer, and if they consent, you will check the checkbox, and you will proceed as normal.

Return to Top

[NEED VOTING] 👍 This was helpful 👎 This didn’t help me

Related FAQS

Related Content

Related Content

Level up with a Masterclass