How to fill web and phone orders

Fill Order 1

Select menu View Transactions to display the next screen.

Fill Order 2

1. Select the transaction that is to be filled. The location and station popups in search fields must be blank to see web orders.

2. Click the Fill Order button to display the next screen.

Fulfillment screen

The fulfillment screen displays order information on the left, shipment information on the right , and payment information at the bottom.

When first entering this screen, a shipment record for the order is automatically created ready for line items to be added. To add items individually, select the item in the order browser and click the add selected button. To add all items, click the add all button.

The next two screens show the panels for editing addresses and credit card information. Use as needed.

Edit Addresses

Edit Credit Card Info

Filled Order Before Entering Payment Information

This screen shows the state after clicking the add all button. Note that the fully shipped order checkbox is selected indicating that all items for this order are on a shipment record.

Click the take payment button to display the next screen.

Apply Payment

The to Pay field shows the total amount due. After selecting a card type and clicking the apply button, the to pay amount is 0.

1. Select a credit card type to match the card type popup in the credit card information pane.

2. Click the apply button.

3. Click the close button.

Fulfillment Complete

The order is now filled. Note the payment information in bottom pane. An email is automatically sent to the customer using the email address in the customer record.

The email serves as an invoice for the customer. However, an invoice for the shipment can be printed using the print invoice button as shown on the next screen. The resend email button may be used if another email needs to be sent.

Click the print packing slip button to print a packing slip..

Click the close button to return to the view transaction screen.

Shipment Invoice

The shipment invoice may be needed for partial shipments since it shows items and payments for the selected shipment.

View Transaction Screen

Note the order status is Closed. If all items were not added to the shipment record, the order status would be Partial.

Click the print invoice button to print the following.

Invoice

Sales tax is charged if the customer's state matches one of the location states entered in the store location screen.