Module: Sales Order Entry

Path: Sales > Enter A New Sale

Topic: Page Overview

Version(s):  Version 5.1 and up

Editions: All

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What Is Sales Order Entry?

Sales Order Entry is where agents can manually enter an order into OrderLogix.

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Making The Connection

Where Will I See This Within OLX?

The order entry page is the only place you will see this in OrderLogix.

Sales > Enter A New Sale or by clicking on the main Sales menu

What Reports Can Be Pulled?

1. Call Type Disposition Report
   
2. Agent Call Disposition 

What Imports/Exports Relate to Sales Order Entry

1. at this time there are no imports/exports related to manually entered sales
   

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TroubleShooting

1. Process button is greyed out
   

1. the process button will remain greyed out until there is an offer added to the order that requires a preauthorization. If you are not preauthing the product offers you will submit the order as a sale and skip processing.

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How To

Use the Sales Order Entry Screen to log a call, or enter a sale when you are talking to a customer.   

Note: This manual call/order entry step does not occur if you are using the CTI feature in OrderLogix, because the system automatically brings you to the proper script.

DNIS, Promo Code or Source Name

Navigate to Sales > Enter A New Sale or by clicking on the main Sales menu

1. Select an option from the Choose Source dropdown - System Preference is where you will set the default option for this area
   
1. DNIS ***must already be configured as a source in OLX***
   
2. Promo ***must already be configured as a Promo in OLX***
   
1. if Promo code is associated to more than one source a popup will display allowing agent to select source to create order against
   
1. 
   
3. Source ***must already be configured as a source in OLX***
2. Enter the value of Source option selected
   
3. Enter the ANI if available (Customers telephone #) and
   
4. Click the  go button.  
   

The Order Entry screen will appear.  Navigate to Place Order.

Finder File Lookup

Navigate to Sales > Enter A New Sale  You can not get here by clicking on the main Sales menu

1. Enter either:
   
1. Last Name and Zip Code (First Name can be used to help narrow down the returned records)
   or
2. Finder #
2. Click Lookup 
1. 
   
3. Click Go  beside the customer you are creating the order for
   
1. 
   
4. Select a DNIS from drop down
   
1. Options displayed here will be based off the associations to the Finder File Customer Record selected in step 3
5. Enter ANI if available (Customers telephone #)
6. You can Choose again  if you selected the wrong customer record and need to select a new record
7. Click Go 
8. The Order Entry screen will appear with the Customer Information already filled in
   
9. Navigate to Place Order below

Place Order

Order Entry Information

1. DNIS - this connects the order to a source in OLX
   
2. ANI - this is the call back information for the customer
   
3. Rep# - this is the agent creating the order
   
4. Order Date - day of order
   
5. Order Time - time of order
   
6. Timer - how long the order took to place
   

Customer Billing Information

Customer Billing Information

1. Company - this is not a required field
   
2. Name (This will be completed if using Finder File Lookup)
   
1. First - this is a required field
   
2. Middle Initial - this is not a required field
3. Last - this is a required field
3. Address - this is a required field (This will be completed if using Finder File Lookup)
4. Address 2 - this is not a required field
5. City - this is a required field (This will be completed if using Finder File Lookup)
6. State - this is a required field (This will be completed if using Finder File Lookup)
7. Zip - this is a required field (This will be completed if using Finder File Lookup)
8. Country - this is a required field (This will be completed if using Finder File Lookup)
9. Phone# - this is a required field
10. PM # - this is not a required field
11. Email Address - this is a required field if set as such on the script
12. Copy Billto Ship button  - a handy little short cut if the billing information is the same for the shipping information
    

Customer Shipping Information

Customer Shipping Information 

Shipping address must be completed in order to calculate taxes

1. Company - this is not a required field
   
2. Name (This will be completed if using Finder File Lookup)
   
1. First - this is a required field
   
2. Middle Initial - this is not a required field
3. Last - this is a required field
3. Address - this is a required field (This will be completed if using Finder File Lookup)
4. Address 2 - this is not a required field
5. City - this is a required field (This will be completed if using Finder File Lookup)
6. State - this is a required field (This will be completed if using Finder File Lookup)
7. Zip - this is a required field (This will be completed if using Finder File Lookup)
8. Country - this is a required field (This will be completed if using Finder File Lookup)
9. Phone# - this is a required field
10. PM # - this is not a required field
11. Email Address - this is a required field if set as such on the script

Customer Payment Method

Customer Payment Method

1. Select the payment method from the dropdown 
   
   
1. If Credit Card,
   
1. Click set Payment and enter the credit information in the popup ***FName, LName, and Email are required fields before being eligible to Set Payment***
   
   
2. Click save to prepare order for payment -  Token = Pending
   
3. Token is set once pre auth is processed or order is submitted if no pre auth is required
2. If Telecheck
   
   
1. Enter the Bank Name - This is typically located above the notes/memo line on bottom left
2. Routing # - The routing number is the nine-digit number printed in the bottom left corner of each check.
3. Account # - Account number (usually 10 to 12 digits) is the second set of numbers printed on the bottom of each check
4. Check if the check is for a Savings account
   
5. Check # - Check number is the third set of digits found on the bottom of each check
   
6. Bank City - This is typically located above the notes/memo line on bottom left
   
7. Bank State - This is typically located above the notes/memo line on bottom left
3. If Check
   
   
1. The customer will read this off to you or it can be found in the upper right corner of the check or the last set of digits found on the bottom of the check
4. If Money Order
   
   
1. The Money Order Serial number is the 10 or 11 digit number found on the left side, below the date and on the bottom of the money order, or on the purchase stub
5. If Invoice
   
   
1. 
   
6. If COD
   
   
1. This is found on the shipping label

Shipping Method

Select the available Ship Method from the drop down. The Shipping Profile must already be configured in OLX and set on the script.

Call Notes

1. Notes
   
1. Any notes that need to be made on the Customer record will go here
   
1. Please note this will display on the Customer Detail Center and Order Detail Screen for current and future orders
2. If using a Promo Code you will select from the drop down
3. 
   
2. Demographic
   
1. Information that is customer specific to help research customer demographics that are purchasing or calling about specific products
   
2. If any Custom fields have been configured on the script you will also see those here
3. 
   
3. Misc
   
1. Any information that needs to be notated on the Packing Slip or (current order only) Order comments section will go here
2. 
   

Choose Product Offers Search Enabled

clicking the Product Search  button will cause the product search page to popup

.

1. If you do not enter anything in the Search Keywords bar and click the apply button all product offers available will display
   
2. If you know which product offer you need to select you can type all or portions of the name into the Search Keywords bar
   
1. click the Apply button to display available Product Offers
   
3. Search In
   
1. Product Group
   
2. Product Name
   
3. Product Description
   
4. Script Name
   
4. Results
   
1. This icon  denotes a preauthorization is required on this product offer
   
2. Hovering over the inventory icon  will display inventory details for that product offer
3. 
   
5. Insert - will add selected products) to the Selected Product(s) section
   
6. Cancel - will Xout of the popup without making any selections

1. This area is organized by item type and then product group within each item type
   
2. This icon  denotes a preauthorization is required on this product offer
   
3. Hovering over the inventory icon  will display inventory details for that product offer
   
1. 
   

Selected Products

1. QTY - this field can be edited
   
2. Unit Price - depending on script setup this field may or may not be eligible to be edited
   
3. S&H - depending on script setup this field may or may not be eligible to be edited
4. Rush - depending on script setup this field may or may not be eligible to be edited

Order Summary/Totals Bar

1. Hold Until
   
2. Subtotal
   
3. S&H
   
4. Tax
   
5. Total
   
6. Apply Coupon  
   
1. 
   
2. Enter the coupon to be applied to the order total
   
3. Click Redeem
   
1. Eligible Coupon 
   
1. 
   
2. Eligible Coupon but doesn't meet all requirements
   
1. 
   
3. Non Eligible Coupon
   
1. 
   
7. Warning Icon 
   
1. If there are installments you will see the warning icon letting you know how much of the total is due in order to place the order
2. 
   
8. Process 
   
1. When you are ready pre authorize the order click the process button.
   
2. A Transaction Details window will popup and let you know if the order is approved or declined
   
1. 
   
3. Submit  will process the preauth and take you to the wrap up screen
   
4. Back To Order will allow you to go back to the order to remove the item if customer declines to make purchase or if a select few fields need to be edited.
   

It's important to note that only ONE pre authorization can be performed on an order. If a new item that requires a pre-auth needs to be added or if billing or shipping needs to be edited a new order will need to be placed. 

1. Wrap Up  
   
1. When you have entered all information, click the Wrap Up button underneath the products section of the screen.
   
2. A wrap up window will appear.
   

Script Elements

1. Entire Script
   
1. This will display all elements in order in one section
2. Search 
   
1. 
   
3. Greeting Body
   
1. This will only display texts designated for this section
4. Objections
   
1. This will only display texts designated for this section
5. Close
   
1. This will only display texts designated for this section
6. Wrap Up
   
1. This will only display texts designated for this section
7. Current Script
   
1. This drop down will allow you to select the main script or any subscripts attached to the main and then display the elements for the selected script. 

Wrap Up Call/Order

Choose a call disposition (if the call is a sale the system will automatically enter that disposition) and enter any notes if necessary, then click the  Submit button.

To return to the list of products, click the Products button.

Order Summary Screen