Process New Orders
- Stephen Juliano (Unlicensed)
- Colleen Juliano
- Stephen Juliano
Overview
Once all the order information has been entered in the Enter New Orders screen, the order must be processed. There are two options for order processing: You can process on the new order entry screen (as long as batch processing is turned off) by pressing the lightning bold icon, or you can use the Process New Orders screen.
Order Type – The Drop down menu will allow you to select an order type to process or you can leave the default "All".
Starting and Ending Order – Enter an order number or a range of numbers. Leaving the field blank will select all available orders.
User ID – Enter you user ID to get just the orders that you processed (your user will fill in by default), or leave the field blank to process orders regardless of user.
Show Commissions On report – If checked, commissions will show on the Order Verification report
Show Item Costs on Reports – If checked, the items' costs will show on the Order Verification report.
Print Orders On Credit Hold – If checked, orders that are on credit hold will be included on the report.
Note: They will only appear on the report. They cannot be processed until they are removed from credit hold.
Process Orders – Clicking this button will process orders and prepare the verification report.
After viewing the report, you will be asked if you would like to process the orders. 'Yes' will process. 'No' will take you back to the Process New Orders screen.