Customers, Products, Prices, and Payments Overview

Use the following topics to enter customer information, product details, pricing information, and payment details needed for sales management.

• Entering Customers

  • Entering Existing Customers During Order Entry

  • Entering New Customers During Order Entry

  • Checking for Authorized Order Placers

• Entering Products and Prices

  • Working with Product Quantities

    • Entering Product Quantities

    • Entering or Editing Shipping Package Quantities

    • Entering Products in Square Feet

  • Working with Products

    • Searching for Products

    • Scanning Products

    • Locating Products on Sales Orders

    • Changing Views on the Body Tab

    • Adding Nonstock Products to Sales Orders

    • Creating Nonstock Product Records During Sales Order Entry

    • Adding Substitute or Add-On Products to Sales Orders

    • Viewing Add-On/Substitute Product Inquiries

    • Entering Miscellaneous Charge Items

    • Re-sorting Line Items

    • Reordering Products Using the Reorder Pad

    • Printing a Customer's Reorder Pad

    • Copying and Pasting Products in Order Entry

    • Entering Customer Part Numbers During Order Entry

    • Importing Order Entry Data

  • Working with Consignments

    • Customer Consignments Overview

    • Manually Consigning Inventory to Customers

    • Automating Consignment Transfers

    • Invoicing Consigned Products Once Sold

    • Crediting Customer Consignments

    • Viewing Consignments in the Inventory History Ledger

    • Running the Customer Consignment Report

  • Working with Kits

    • Product Kits Overview

    • Selling and Customizing Product Kits

    • Selling Partial Kits and Back-Ordering Unavailable Components

    • Selling Dynamic Kits

    • Dynamic Kit Sales Examples

    • Kit Entry Workflow

  • Working with Cut Products

    • Entering Wire Cuts on Orders

    • Entering Pipe Cuts on Orders

    • Entering Laminate Cuts on Orders

    • Entering Gutter Cuts on Orders

  • Adding Comments to Sales Orders

  • Using Inquiries Within Sales Order Entry

  • Working with Prices

    • Pricing Overview

    • Pricing Formulas

    • Changing Sales Order Prices

    • Subtotaling and Repricing Orders

    • Applying Pricing Quotes

    • Viewing Product Prices

    • Viewing Customers' Last Price Paid

    • Overriding Prices on Orders

    • Changing Prices Using Calculations

    • Changing Prices Using the Profit Wheel

    • Changing COGS Using a Pricing Override

    • Changing Prices Using a Price/Cost Override

    • Taxing Line Items on Orders

    • Copying Override Pricing to a Matrix

    • Verifying How Pricing Was Determined for a Line Item

    • Changing Sales Order Currency

   

• Applying Payments and Additional Charges

  • Applying Payments to Sales Orders

  • Processing Payments at the Counter

    • Opening the Cash Drawer

    • Reprinting Point-of-Sale Receipts

  • Applying Freight and Handling Charges

    • Distributing Freight and Handling Charges

    • Applying Freight Charges by Box

  • Viewing Totals and Payments

    • Reviewing Sales Order Totals

    • Viewing Sales Order Totals Summaries

    • Viewing Sales Order Payments

  • Researching Customers

    • Reviewing Customers' Sales Activity

    • Reviewing Customers' Credit Standings

    • Running the Customer Product Sales History Report

• Choosing Shipping Options

  • Choosing an Order's Shipping Options

  • How the System Determines a Shipping Branch

  • Assigning and Determining Status

    • Sales Order Statuses

    • Viewing Order Statuses (Future)

    • How the System Determines Order Status

    • How Order Status Drives Document Printing

    • How Print Status Drives Document Printing

  • Assigning Ship Date

    • Required Dates and Shipping Dates Facts

    • Splitting Deliveries Across Multiple Ship Dates

  • Assigning Ship Via

    • How the System Determines Order Ship Via

    • Shipping Orders Via Different Carriers

  • Handling Backorders and Partial Backorders

    • Backorder Statuses for Sales Orders

    • Backorder Options for Sales Orders

    • How the System Determines Backorder Status

    • Backordering Single Products

    • Backordering Multiple Products

    • Shipping All Available Items Now

    • Waiting to Ship All Items Together

    • Backorder Management Workflow

  • Handling Procurements, Directs, and Transfers

    • Product Procurement Overview

    • Procuring Single Products

    • Procuring Multiple Products

    • Procuring Subtotal Groups

    • Changing a Sales Order's Shipping Branch

    • Direct-Shipping Specific Line Items

    • Creating Transfer Orders from Sales Orders

    • Shipping Sales Orders from Satellite Branches (CRR762)

  • Changing and Viewing Delivery Location

    • Changing a Sales Order's Delivery Address

    • Changing a Sales Order's Ship-To Customer

    • Viewing a MapQuest or Google Map of an Order's Ship-To Address

Click here for a printable version of the Customers, Products, Prices, and Payments documentation.