Sales Order Entry_Product Information

Sales Order Entry_Product Information

Module: Sales Order Entry
Topic: Product Information
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center


What is the Sales Order Entry - Product Information?

Sales Order Entry - Product Information is where you will see the product information and settings that was setup on the Script Prod Offer tab


Making The Connection

Where Will I See This Within OLX?

The products and pricing that pertain to the campaign the call originated on, will pre-populate into the product list or you will have the option to search for through all product offers.

Order Entry Screen Product Search

Select the Search icon


Enter a keyword pertaining to the product offer to lookup
Select which criteria the keyword search should in
Click Apply


  1. Select the product offers to add to the order
  2. If the product offer that you are selecting participates in Real Time Authorization you will see a  "Money icon" next to the checkbox.
  3. If the product offer that you are selecting has inventory associated you will see the inventory icon  next to the checkbox.
  4. Click Insert


Click OK


Skip down to Selected Products.

Order Entry Screen Pre-Populated Product List

  • Click the check box next to the item(s) that you are selling the customer.
  • If the product offer that you are selecting participates in Real Time Authorization you will see a  "Money icon" next to the checkbox.
  • If the product offer that you are selecting has inventory associated you will see the inventory icon  next to the checkbox.

Selected Product(s)

  • Notice that the product you selected is now in the Selected Products Box.

    • To remove an item from the selected products, un-check the selection and the item will be removed.
    • You can:
      • Edit the Qty
      • Edit the Unit Price ***must be allowed via script settings and can only decrease value***
      • Check or uncheck to charge Shipping & Handling ***must be allowed via script settings***
      • Check or uncheck to charge Rush Shipping ***must be allowed via script settings***

Order Total

The total price below the product list will reflect the price of the items that you have selected with any changes that were made from above.

  1. Hold Until - allows you to postpone payment processing until a future date. Order will get picked up on the first scheduled pre payment processing of the selected date.
  2. Subtotal - sum of all unit prices for products added to order 
  3. S&H - total price for shipping and handling
  4. Tax - sum of tax for all product offers on order
  5. Total - sum of Subtotal + S&H + Tax
  6. Process - allows you to process the payment (button will only be active once payment method is selected)
  7. Wrap Up - allows you so select a disposition for the call and submit the order

What Reports Can Be Pulled?

  1. Data Warehouse Export 
  2. Real Time Auth

What Imports/Exports Relate to Sales Order Entry - Product Information

  1. OLX Item Offer Import


Trouble Shooting

If you're having issues on the order entry screen you will want to review the script settings associated to the Source/DNIS/Campaign being used.





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