Order work item

Order Overview
The primary actions in the Order work item is to take an order, apply deals and confirm the order. You can read the following articles for an in-depth guid...
Thu, Feb 18, 2021 at 8:01 PM
Taking an Order
Select a Distributor The first step in loading any Order work item requires you to choose the primary distributor and an account number for use in the orde...
Thu, Feb 18, 2021 at 9:29 PM
Distributor Accounts
Summary The distributor is normally selected automatically to use either the customer's default account or the one chosen while opening the Order wo...
Thu, Feb 18, 2021 at 9:30 PM
Applying Deals
Summary Deals can be applied in both the Products and Deals tab, each with their benefits and limitations. NOTE: An order line can only be assigned to ...
Thu, Feb 18, 2021 at 9:31 PM
Sales History
Users can view historical data for any product by clicking on the Product Description. The data presented here will be on a MAT (Moving Annual Total) month...
Thu, Feb 18, 2021 at 9:32 PM