How to Manually Create a Customer Order
Select the button, add new customer, located at the top left of the screen.
Enter the Remittance # from the paper order form. Select Continue button.
Enter the customers First Name, Last Name, Address, City, State/Providence, Postal Code, Email address (optional), and phone number (optional). Press the continue button.
*the system will perform an address validation. If the system finds the address, please select the systems suggestions. Remember this information can be very important when delivering or following up so please be as accurate as possible.
Enter in payment information then press the save button.
Enter the Order Number, Order Date, and Total Price then press the save button.
Select Add Products to add products to the order. Indicate if these products were delivered by checking the box marked Delvd?
If Add New Shipment is selected the order will display which items are available for shipping. By checking the box next to the item and pressing Save Shipment, you are sending the order to the warehouse to be processed. **not all dealers will have the Shipping option enabled**
Add any notes that you would like about the customer or the order. These notes will be accessed by you and in some cases by customer service.