How To: Adding a Line to an Order (02-08-02)
Overview
This tutorial describes how to add a detail line to an existing DD or SO order.
Video
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Step-by-Step
Scenario: A customer with an open DD/SO calls and wants to add an extra piece of merchandise to the order.
- In the Order field, enter an existing order number.
- Click the Search button or select “?” from the drop-down menu to perform an Order Number search.
- Select [Exit] from the drop-down menu to exit Order Maintenance and return to Point of Sale entry.
- The Order information appears. Verify that this is the correct order.
- Before you can make changes to the order, you must lock it. Click the Lock button at the bottom of the screen.
- The Enter Employee Number box appears. Enter the number for the employee adding the line.
- The Reason Code box appears. Enter a two-character reason code that is on file or type the full reason in the field.
- If you used a reason code, when you press enter the full description of the reason code populates the field. If the reason is correct, press Enter to continue.
- Click the Detail tab to view the detail lines for this order.
- Click the Add Line button.
- In the Item Number field, enter the item that is being added to the order.
- The item information appears. In the Ordered field, enter the quantity of the item that the customer is purchasing.
- Verify that the information in the P/U, UM, Each Price, Disc%, Total Price, and Merch Type fields is correct. The information in all of these fields can be modified if necessary.
- Press the Enter key to add the item to the order.
- Repeat steps 9-12 until all items are added to the order.
- Click Close.
- Verify that all items have been successfully added to the order.
- Click OK and then press Enter in the Order Number field (which is empty) to return to the POS entry screen.