Sales Order Entry_Shipping Information

Sales Order Entry_Shipping Information

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




Always follow your script when collecting data.

  • You can copy the Shipping Information over from the Billing Information or you can manually enter it into the proper fields.The shipping information is required for a Sale.
  • All fields are required to contain data with the exception of the middle initial, Address 2 field and email address.
  • The zip code field will lookup the corresponding city, state and country. (Providing the system preference is defaulted to do so)  

    • Related Articles

    • Sales Order Entry_Billing Information

      Module: Sales Order Entry Topic: Billing Information Version(s): Version 5.1 and up  Editions: Standard, Commerce, Call Center Always follow your script when collecting data. The billing information is required for a Sale or Lead. All fields are ...
    • 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 ...
    • Sales Order Entry_Shipping Method

      Module : Sales Order Entry Topic : Shipping Method Version(s) : Version 5.1 and up  Editions : Standard, Commerce, Call Center If the script is set up to use Shipping Methods, (which override the price of shipping attached to the product offers) ...
    • Sales Order Entry

      Module: Sales Order Entry Path: Sales > Enter A New Sale Topic: Page Overview Version(s): Version 5.1 and up Editions: All What Is Sales Order Entry? Sales Order Entry is where agents can manually enter an order into OrderLogix. Making The Connection ...
    • Sales Order Entry_Order Header

      Module : Sales Order Entry Topic : Order Header Version(s) : Version 5.1 and up  Editions : Standard, Commerce, Call Center The Order Header contains basic information about the order. The header fields are automatically filled with data at the time ...