Data Entry Desktop

Data Entry Desktop

Navigate to Data Entry Agent. In this section of OLX you can create batches of orders that can be entered into the system by different "types" of payment methods. You can enter orders under a different employee's number as well as existing customer id's, and you can run a batch report to view your orders entered.

Batch order entry is identical to sales order entry except that you enter data in the fields located in the Wrap Up Call/Order window, that pertain to the next order in the batch.

To continue entering orders in your batch, select either Source or DNIS from the Choose Source drop down. Based on the selection enter either a source name or a DNIS and click the  Next button. If you are done entering orders in the batch, click the   Done button. To view a batch order, click the  View button.

  1. To add a new batch, click on the  Add button. You cannot add a new batch when you have a batch open.
  2. A new Data Entry Batch window will pop up.

  1. Choose the type of batch from the Batch Type drop down.
  2. Enter the batch date.
  3. To view the batch report for each batch created, click on the  view icon next to the batch whose report you wish to see. The Data Entry Batch report for that specific batch will open in a new window.
  4. To edit an existing batch, click on the edit pencil next to the batch you wish to edit.
  5. To close a batch click on the  save icon next to the batch you wish to close. Batches that are still open are highlighted. When closing a batch the following dialog box will appear:

  • Click the  Save button, the batch will be added and the Data Entry Batch window will close.
  • To cancel any of the current changes you have made, click the  Cancel button. This will close the Data Entry Batch window without saving any changes.
  • To delete the batch, click the  Delete button. This will prompt you to make sure you want to delete this item. Clicking yes will delete the batch and close the Data Entry Batch window.

    Note:You cannot delete when you are trying to add a new batch.
  • To print the current Data Entry batch window, click the  Print button.

Agent Data Entry Batch Details Report

This report provides the data entry agent with a printable report of batch statistics.

  1. Navigate to the Data Entry Agent Overview window.
  2. Click View Your Batches Entered Report.

Data Entry Desktop
Copyright 2019
Revised 6.14.2019

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