The field will automatically populate with addresses. An Edit Shipping/Tax Address window will open.ĮditEdit] the address name in the Name field. To edit a Known Addresses for Shipping/Tax: The address designated as Default will be automatically selected. The Contact's Known Addresses for Shipping/Tax will list with radio buttons to select which one to use. If Taxes and/or Shipping is included in the Rapid Order Entry, a Shipping/Tax Address field will be available here. You will provide information related to the Contact in the Customer Information section. Once all items are added, select Invoice under the order total and click Go. Once an Item is selected, type the Quantity. Use the Item Quick Add field to search for Items previously configured in the eStore. In the case of accessing Rapid Order Entry from an Account record, the Account will populate the Customer (Entity) field and a Contact field will generate populated with the Primary Contact for the Account by default. Otherwise, the Account or Contact you accessed Rapid Order Entry from will populate the Customer (Entity) field by default. If desired, type a new Customer (Entity) name to search for the Account or Contact making the purchase, or create a new record by typing the name into the field and clicking Add from the dropdown. Navigate to an Account or Contact record from the Account or Contact tabs.Ĭlick the Rapid Order Entry quick action. How to Create a Simple Invoice using Rapid Order Entry: Staff users can use the Rapid Order Entry interface to create simple Invoices in the backend.
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