Enter A New Sale Menu
Sales Order Entry_RealTime Auth
Module: Sales Order Entry Topic: RealTime Auth Version(s): Version 5.1 and up Editions: Commerce, Call Center You can select a script to participate in real time credit card authorization from the Payment/Shipping tab of the script wizard. After ...
Sales Order Entry_Call/Order Wrap Up
Module: Sales Order Entry Topic: Call/Order Wrap Up Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center Choose a call disposition from the drop down menu. If the DNIS that you have used to enter the order screen has a "Call ...
Sales Order Entry_Order Item Options
Module: Sales Order Entry Topic: Order Item Options Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center Change Quantity Select the quantity on the line item and type a new quantity. Edit Price Select the price of the line item ...
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_Notes,Demographics, Misc
To toggle between Notes, Demographics, and Miscellaneous, select the radio button next to the option. The Call Notes section of the order screen is where you can select a promo code for the call (if applicable), and enter any important notes for 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_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 ...
Sales Order Entry_Inbound Script Frame
Module : Sales Order Entry Topic : Inbound Script Frame Version(s) : Version 5.1 and up Editions : Standard, Commerce, Call Center The bottom area of the Order screen shows the script text to read to the customer. To navigate through the script: ...
Sales Order Entry_Script
The Script appears in one of the following two areas, depending on the call type: The Bottom Area of the Order screen for a DNIS specified as an Inbound Call Type or Prompted Call Type (where the user determines if it's an Inbound, Outbound or ...
Sales Order Entry_Payment Method
Module: Sales Order Entry Topic: Payment Method Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center Always follow your script when collecting data. The payment method is required for a Sale. All fields are required to contain ...
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 ...
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
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 ...