Help for Interchange catalog UI help

In the Interchange Demo the Orders area of the Interchange Users Interface (UI) contains 3 primary screens. Pending Orders , which are the default (the one that comes up when you click on the Orders tab or link from some where else within the UI), Archived Orders, and Enter Order. Each screen is accessible by clicking on its respective tab.

If you look at the first screen below, the Pending Orders screen, you will see the standard UI layout... that is the upper and lower common areas which we discussed in a previous chapter, then starting from the top and working down there is a ROW OF TABS, starting with Orders, Customers, Items and so on. Think of these tabs as your navigation menu within the UI. Each of these tabs when clicked on will take you to the respective area. Once again it is important to remember that because Interchange is configurable, the tabs you see below may not be the ones you are looking at on your screen. But more than likely they will be similar.

Next as we continue downward on the demo screen are two Search Windows. We also discussed these in an earlier chapter, but search windows will be used a little differently in each screen so lets take a minute to describe the use of these two.

"View Order Search Window" - Use this window to find a particular order. You must know the Order Number for this search to be effective. Example, a customer calls in and would like to know the status of their order, you ask for their order number which they should have if they printed a copy of their receipt. They give you the number, which you enter into the View Order window, and press goes. If they gave you the correct order number, the search will return their order and it will be displayed for you.
Limit with Search Window - Let's say that they did not save their receipt, but they still want to know the status of their order. Now you ask them for some identifying feature, their names, what cities they live in, something like that. Enter the information into the "Limit with Search" window. You can enter multiple criteria into this window to help narrow the search. For example, if the customers name is Mike Smith, and you process a lot of orders, there may be many Mike Smiths in your database. But if this Mike Smith lives in Duluth, MN, then enter in "Mike Smith Duluth" and it should focus your search. Even if they know the total amount, that can be entered, i.e. "Mike Smith 22.32".

Below the Search Windows in the Demo you see 3 tabs, Pending Orders, Archived Orders, Enter Order. In some cases, as in the IC Demo you may see a 4th tab, edit. As I mentioned in earlier chapters, the edit button is not to be taken lightly, and unless you have had some training with it leave it alone. In many cases your Interchange developer will have removed these edit links. Now each of the 3 tabs that I just mentioned will take you to a different Orders Screen. So lets discuss each one in turn.

4.1 Pending Orders

The Pending Orders screen displays, as one might imagine, a list of orders. However the "pending" title is somewhat of a misnomer, since this screen will display not only pending orders, but shipped orders, canceled orders, partial orders, and others. So the pending title is not all together a perfect description of this page. A better description would be "Orders that have not been placed into archive status" but that might be a little too long to display on the tab! At any rate, the way Interchange handles orders is this, when an order is placed, either online by a customer or entered manually by an employee, the first stop for the RECORD of this order, is Pending Orders. Once the order is in Pending Orders, you should be able to find it on this page. If you have any number of orders, which most of you will, the order you are looking for may not be on the first page so you might have to use one of the Search Windows described above.

Once Interchange has placed a record of an order into Pending Orders, it will stay there until you do something with it. Normally you will leave it in Pending Orders while it is pending! Makes sense doesn't it? You can change the status, update partial shipments, and many other things we will discuss shortly, but once you have shipped the product, and your customer has it, the order is complete and CAN be moved to the Archive Orders area. WHEN you move the order will depend on your particular business rules, but many companies will move the order to the Archive Orders once the customer has received the complete order. It is a good idea to Archive your orders on a regular basis so that you can keep your Pending Orders limited to pending orders. That way there is a limited number of records at any one time to search through or manage.

Now that you know how your orders get into the Pending Orders page, and where they go when they leave the Pending Orders page, lets find out what we can do to them while they are here.

Sort link - You may want to sort your information for any number of reasons. Interchange makes it easy. At the top of each column, is the column heading. On the example above the column headings are: Order, User, Location, Date/Time, Items, Total, Status. If you click on any of these headings, the page will be sorted according to the order of the column selected. For example, if you wanted to see which order had the lowest total dollar value, click on the Total Column. Want to know the order with the highest dollar value? Click on the Total link again. This time is will be sorted in reverse order.

Next we will describe the line item links that are accessible from the each record line. Just below the column headings described previously (Order, User, Location, Date/Time, Items, Total, Status) are the various orders that are displayed on the Pending Orders page. The first record (pending order) in the example above is Order number 00002, placed by Charles Kirk of Auto Exchange Express. We will use this order for our example. There are three links available with this layout of the Pending Order page. They are:

Order link - The order link takes you to the 4.1.1 View Order tab of the View Order page, a detail page for the order.
User - The User link takes you to the View tab of the View Customer page, a detailed page for this customer.
Status - The Status link takes you to the 4.1.2 Order Status tab of the View Order page, a detailed area for the order status.

Underneath the record line section of the Pending Orders page, are a number of horizontal check boxes. These check boxes work in conjunction with the vertical line of check boxes that are shown on the left side of the screen and corresponding with each order, and with the buttons on the bottom of the page.

Vertical Check boxes - The vertical row of check boxes adjacent to individual orders allows you to select individual orders that you want perform an operation on. For example if you place a check mark in the box adjacent to the first order 00002, then you can use one of the BUTTONS at the bottom of the page to:

Delete Checked - CAUTION! This is permanent. Use this button to DELETE all orders with a check mark in the vertical check box next to the adjacent order. You can also use the small redlocated just to the right of the Vertical checkbox to DELETE an individual order. Again, use with CAUTION, clicking on this icon will delete the order WITHOUT FURTHER ACTION!
Archive Checked - Use this button to move to the Archive Orders page all orders with a check mark in the vertical check box next to the adjacent order.
Ship Checked - Use this button to ship all orders with a check mark in the vertical check box next to the adjacent order. (This function was not working in the demo at the time of writing, this button simply took you to the Status page of the 1st order checked) Mike working on, remove when finished.
>**Enter Tracking Button - This button, unlike the other buttons, does not reference the vertical checkboxes; it simply brings up a list of ALL orders and allows you to enter Tracking information.

The horizontal checkboxes perform in conjunction with and sometimes in the place of the Vertical check boxes, normally to do bulk operations.

Check all - This checkbox performs the same function as if you manually put a check mark in every Vertical check box.
Uncheck all - This checkbox performs the same function as if you manually removed check marks from every Vertical check box.
Check all shipped - Clicking on this link will put a check into the Vertical checkbox adjacent to all orders with an order status of shipped.
Check all pending - Clicking on this link will put a check into the Vertical checkbox adjacent to all orders with an order status of pending.
Check all waiting - Clicking on this link will put a check into the Vertical checkbox adjacent to all orders with an order status of waiting.
Check all partial - Clicking on this link will put a check into the Vertical checkbox adjacent to all orders with an order status of partial.

4.1.1 Pending Orders - View Order

Sub Tabs

View Order - View detailed information regarding selected orders.
Order Status - View and Update selected order and Order status
Edit Order - Edit any part of selected order
Repeat Order - Create a new order using current Order information

The View Order page is really set up to do just what it says, view an order. There are clickable links and additional tabs on this page, but you should keep in mind that you are viewing info in this area, not changing it. There are designated areas to change or edit orders, but the View Order was primarily meant to use as an informational area. So lets start out and explain the layout of the View Order page. We will identify major parts of the page, starting at the top left and working left to right and down.

User Name - Self-explanatory, the link will take you to Customer View.
Order Status - Overall Order Status. Some typical statuses might be: Pending, Shipped, Partial, Backordered, Canceled, etc. This will again depend on how your system has been set up. The link will take you to the same place as the Order Status Tab.
Affiliate - If you have an affiliates program in place, the affiliate from which this order originated will be listed here.
Order Date - The date and time the order was entered.
Customer Details - This area gives you some of the basic information for the customer related to this order, Name, Company, Phones, Email, and Payment type used for this order. There are 3 links in this area, two of them, Customer Details and the customers name, both bring you to Customer View page, and the third link simply starts your email program with an email link to the customer, if your systems supports this.
Billing Details - If your customer for this order has a Billing address that is different than the Shipping address, it will be listed here. Otherwise, you will get the standard message "Same as shipping address".
Shipping Details - This area holds the shipping address for the customer connected to this order. This will have the standard shipping information, Name, Company, Address, City, State, Zip, and Country. There is one usable link in the demo version, that is the customers name which links to the Customer View page.

Next is the detailed items list. This is a list of the items associated with the order. The columns for the items are:

Status - This is similar to the Order Status mentioned above, only on an item level. You can view the status of not only the order, but also each individual item. The types of status are the same as those listed for Order Status. The link will take you to the Order Status page.
Sku - The part number for the item
Name - The description of the item.
Qty - The number of items ordered.
Unit Price - The individual price of the item.
Total - The total cost for that line. This will equal the Qty column * the Unit Price Column

Next are the totals for the Order:

Item Total - This will be the sum of the Total column. It is a sub total, prior to any applicable taxes and shipping charges.
Tax - This will be the total applicable tax for the order. For more information on setting taxes see Administration Commerce.
Total weight - Total combined weight for the order.
Shipping - Total shipping charges for the order. For more information about shipping charges see Administration Commerce.
Grand Total - Total charges for the order. This is the total of Item Total, Tax, and Shipping.

There are 4 navigation buttons at the bottom of the View Order page:

Return - This button takes you back to the Pending Orders page.
View Next Order - This will take you to the details of the next order on the Pending Orders list. Set UI_ORDER_VIEWNEXT_MAX_SKIP variable to allow this function to skip over deleted or missing orders.
Archive Order and View Next - This will move the current order from the Pending Orders list to the Archived Order list, and then display the next order on the Pending Orders list.
Delete order and view next - Be Careful!! This will DELETE the current order from the Pending Orders list, and then display the next order on the Pending Orders list.

4.1.2 Pending Orders - Order Status

The Order Status page is shown above. The purpose of the Order Status page is to view and maintain the status of the order. However, you can simply view the Order Status, on the Order View page. (Note: The Order status page is NOT designed to edit the order contents, such as quantity, price, and so forth. The Order Status page will not update quantities or prices. Use the Pending Orders – Edit Ordersscreen for this.) So the primary reason for the Order Status should normally be to maintain the status of an order. There are 2 primary status groups that you will use on this page, they are a status of Shipped, and all other statuses including Pending, Back ordered, Waiting for Payment, and others. The reason Shipped is in a class of its own is that the status page is geared to do some things differently if an item or order is shipped. When you change the status of an order, or a line item to Shipped, the customer CAN receive an email notifying them that their product(s) have shipped. IF you change the status of an order or line item to anything other than Shipped, the order status will be updated, but no notification will be sent to the customer. So with that in mind, lets describe the areas of the Order Status Page:

Update Status only, no ship function Button - This action button located at the top right of the screen allows the information that has been changed on the page, to be saved, in other words this button will save the changes made on the page and update the display. A duplicate of this button is located at the bottom of the page.
Code - This reflects the order number. It is not editable
Status - This dropdown selection window reflects the status for the entire order. So for example if you choose Backordered from this list, and then click on the Update Status only, no ship function button, the status shown in the View Order window at Order Status will be updated to display Backordered. When the customer views the order status from the Customer Order Tracking link, Backordered would be displayed.
Tracking Number - This is a text box, which can be used to enter a tracking number that relates to your customers order. The tracking number will be displayed on the Customer Order Tracking page. IF you use UPS, a clickable link will be displayed on the Customer Order Tracking page that will allow the customer to check the tracking status of their package directly on the UPS Web Site.
Ordered Items - This area of the Order Status page reflects the individual line items of the order. 5 Columns are shown, Code, SKU, Quantity, Price, and Status. You can edit SKU, Quantity, Price, and Status. It is generally a good idea to use the Edit Order page to add, delete, or otherwise change line items of the order. You should generally use this area to change only the Status of line items as they relate to shipping status. This will of course be determined on an individual basis by your company and its business needs and practices. To change status of a particular line item, simply select the status from the drop down window. If you select a Shipped status for any or all of the items, then you will want to use the Update the Order button, located in the middle of the page just below the Ordered Items area. If you change the status to anything other than Shipped, you will want to use the previously discussed Update Status only, no ship function Button .

Actions Area:

Ship all lines Dropdown - This dropdown is used in conjunction with the Ordered Items Status dropdowns, the Update the Order button, and the email button. In the demo there are 3 options:

Ship per status above, which simply means update the order using the status specified in the individual line items.
Ship all lines, which means mark all line items as shipped regardless of individual line item status.
Cancel Order, which means... yes cancel the order. This selection will not delete the order; it will simply mark the status as Canceled.

Update the Order Button - Once you have made all of your status updates, and IF ANY of the status updates included Shipped, you will want to use this button instead of the Update Status only, no ship function Button . Be sure to select all of your status choices, including line item status, Ship Status, and Email preference PRIOR to clicking on the Update the Order button.
Email Dropdown - Allows you to control the notification procedure. There are 3 options;

Use Customer Preference, will send a notification email to the customer IF the customer has selected to be notified by email reflected in the Customers: Active Customers Preferences area.
Yes, send a notification email regardless of customer preference.
No, do not send a notification email regardless of customer preference.

Archive transaction at end - If this box is checked, AND ALL line items status are either Shipped or Canceled, after you press the Update the Order button the order will be moved from Pending Orders to Archived Orders.
Order ID - This text box can be used for identifying an order in another application, for example credit card gateways generally provide a unique order or transaction number for each order processed. In the demo this window displays a sample number "received" from the test Payment Gateway. This function is optional and will only exist if your developer has added it.
Authorization - This text box is intended to be used in conjunction with the Order ID box described above. In the demo this window displays "test_auth_code" which simulates the return code from a Payment Gateway such as "Authorized", "Post-Authed" and others. This function is optional and will only exist if your developer has added it.
Archived - This dropdown window allows a selection of yes or no. When used with the Update Status only, no ship function Button , you can change the Archive status of this order. If you select yes, the order will be moved to the Archived Orders page. If you select no, the order will remain where it is in the Pending Orders page.
Deleted - This dropdown window allows a selection of yes or no. When used with the Update Status only, no ship function Button , delete this order. If you select yes, the order will be permanently deleted. USE WITH CAUTION. There is no undo for this selection. If you select no, the order will remain where it is in the Pending Orders page.

4.1.3 Pending Orders - Edit Order

The Edit Order page is an area to make changes to an existing order. There are some potential pitfalls to using this page, which we will discuss briefly.

Because we are describing the Demo version, your version may very well appear and behave differently. There is a warning on the recompute area "Warning: this will not work if your prices depend on options and you change them!" If you do not know what, or if options are used on your system, do not change prices or quantity on this page before talking to your Interchange Developer! Also be aware of the fact that if you change an order here, it will not be resubmitted to your credit card processor for additional funds from your customer. So for example, if you change a quantity or price on a product, it will change your records, and only your records for this order, but nothing more. You would have to contact your Merchant Account provider to adjust any charges or credits.

In addition to the above, the Edit Order page is fairly early in its development stage. So some functions will not work. You should contact your Interchange Developer to enable these functions. So there are limitations on what you can do with the Edit Order area. In addition, changes made here only affect the order itself, not other areas. For example, if you change the spelling of a customers name in the Edit Order area, it will NOT propagate to the Customers area. With this in mind, lets discuss the various areas of the Edit Order page.

There are 5 sub tabs under the Edit Order page. They are:

Transaction info - This is the default page. It contains the order specifics including the item information
General - This contains general information about the order such as username, PO number and others.
Shipping - This contains address information relating to the shipping address for this order
Billing - This contains address information relating to the billing address for this order
Tracking Info - This contains tracking information relating to the various origins for this order

4.1.3a Pending Orders - Edit Order - Transaction Info

The default page of the Edit Orders tab is Transaction Info. We will discuss each area in this window.

order_number - Do not change. Changes will not carry over to View Orders.
order_data - You can change, but make sure to maintain date format.
update_date - You can change, use to record date of last order edit.
status - You can change. Normally you will want to change this on the Status Page.
Ordered Items

Code - Not editable. Reflects order number followed by item # in order list.
Order_number - Do not change.
SKU - You can change, however it would be better to change in Items edit for permanence.
Quantity - Changeable, make sure to select Recompute Totals and Taxes if necessary.
Price - Price per unit of given product. You can change; make sure to select Recompute Totals and Taxes if necessary.
Subtotal - Quantity * Price. Leave this one alone. It will recalculate when you use Recompute Totals.
Description - Description of product. You can change, however it would be better to change in Items edit for permanence
Blank line - Blank line at bottom of Ordered Items can be used to add an item to the order. Keep in mind all the above warnings when using this.

nitems - Number of Items. Leave this alone, it will recalculate when you use Recompute.
subtotal - Subtotal before tax & shipping. Leave this alone, it will recalculate when you use Recompute.
salestax – This reflects the sales tax for the order. If you select the Recompute Tax check box, AND the customer is located in a sales tax area recognized and set inAdministration – Commerce – Tax setup, then the tax will be computed/recomputed when order is edited.
shipping - This is not included in Recompute, so the shipping amount will not be updated. If you add or delete a product, you will have to manually recompute the shipping charges. Your Interchange Developer should be consulted to enable this function.
handling - You can change this and it will be reflected in the order.
Recompute? - Warnings discussed above. Check totals and tax check box prior to clicking on the OK button if you have made any quantity or price changes.
total_cost - The total cost for the order. Leave this alone, it will recalculate when you use Recompute.

4.1.3b Pending Orders - Edit Order - General

The General tab of the Edit Order area has very few areas that can / should be edited. Remember rules are made to be broken in Interchange, but consult your developer prior to breaking any!

order_number - Do not change. Changes will not carry over to View Orders.
store_id - Your choice, add store Id if you wish.
username - Do not change.
comments - You can change. Comments for order.
order_ymd - Order date. You can change, maintain format.
order_wday – day of the week
Archived - Do not change.
Deleted - Do not change.
complete - Do not change.
shipmode - Do not change.
payment_method - Do not change.
avs - Do not change.
po_number - You can change. Use this to associate a Purchase order with this order.
orderid - Do not change.

4.1.3cd Pending Orders - Edit Order - Shipping - Billing

The shipping and billing tabs under the Edit Order area are very similar. All the fields contain information relating to the customers name, company, address, contact information, and so on. The shipping tab relates to the shipping address for the customer, for this order. It originally comes from the customer table. This can be changed on an order-to-order basis, and this is the place to do that. If you want to change the customers shipping or billing information permanently, do it at the Customer Edit page. But for a temporary change, perhaps a different shipping address, you can change it here. Because all of the fields are fairly self-explanatory, and because the shipping and billing tabs are similar, we will not address them in detail. Suffice to say that all fields in these two tabs can be edited to change the customer’s information for this order. Remember, this information is not passed on to your Merchant account provider!

4.1.3e Pending Orders - Edit Order - Tracking info

The Tracking info area of the Edit Order page on the IC Demo consists of 4 fields

affiliate – If an affiliate was responsible for this order, their ID will be located here. For more information on affiliates, click here.
campaign – If a campaign, associated with an affiliate was responsible for this order, the campaign will be listed here. For more information on campaigns, click here.
currency_locale – In an internationalized catalog with multiple currencies, this would describe the currency locale. If you are using Interchange for an International Catalog, contact your Interchange Developer for assistance in setting up to accept and display multiple currencies.
parent – reserved – Can be used in a mall environment to describe a parent entity.

4.1.4 Pending Orders - Repeat this Order

The Repeat this Order page is almost identical to the Enter Order Page, but it allows you to create an order that is a copy of the current order you are working on. It will also allow you to repeat any order on file for the current customer. This can be extremely handy if you have customers with recurring orders consisting of the same or similar items and quantities. We will simply discuss the 2 controls unique to the Repeat this Order page. For more details regarding this page, see Enter Order Page.

There are simply 2 additional functions on the Repeat page as opposed to the Enter Order Page. They are the small drop down window, located just to the right of the "Select Items from list" link, and just to the left of the other Repeat function, the "Repeat previous order by customername" button. The drop down window contains a list of order numbers that the customer has previously placed. If you want to repeat an order, you simply select the order number in this list, then click on the "Repeat previous order by customername" button. The order form will be populated with *almost* all of the previous orders information. I say almost, because you will still have to enter the credit card number if the previous order used that form of payment. Once all the information is complete in the order, simply press the Place Order button and you have entered an order based on a previous order.

4.2 Archived Orders

The Archive Orders tab of the Orders section reveals a list of orders that have been archived. This is an area normally used to place orders once they have been shipped, or otherwise completed. The Archive Orders tab is also a very close cousin to the Pending Orders default page. In fact, it is so much like the Pending Orders page that the only current difference is one of the functions driven by the buttons towards the bottom of the page. On Pending Orders the second button from the left on the bottom is labeled "Archive checked". This acts to move the order from Pending Orders to Archive Orders. On the Archive Order page, the same button location contains a button labeled "Unarchive checked". As you might assume, this moves the order from the Archive order page, back to the Pending Orders page. Example: You find that a customers order has not shipped, but one of your employees has already Archived the order. To undo this problem, simply place a check in the vertical box next to the record in question, and click on the "Unarchive checked" button. Your record (order) will be moved back to its proper location in Pending Orders.

Here are the functions of the various links and buttons for the Archive Order page:

Sortlink - You may want to sort your information for any number of reasons. Interchange makes it easy. At the top of each column, is the column heading. On the example above the column headings are: Order, User, Location, Date/Time, Items, Total, Status. If you click on any of these headings, the page will be sorted according to the order of the column selected. For example, if you wanted to see which order had the lowest total dollar value, click on the Total Column. Want to know the order with the highest dollar value? Click on the Total link again. This time is will be sorted in reverse order.

Order link - The order link takes you to the 4.1.1 View Order tab of the View Order page, a detail page for the order.
User - The User link takes you to the View tab of the View Customer page, a detailed page for this customer.
Status - The Status link takes you to the 4.1.2 Order Status tab of the View Order page, a detailed area for the order status.

Vertical Check boxes - The vertical row of check boxes adjacent to individual orders allows you to select individual orders that you want perform an operation on. For example if you place a check mark in the box adjacent to the first order 00002, then you can use one of the BUTTONS at the bottom of the page to:
Delete Checked - CAUTION! This is permanent. Use this button to DELETE all orders with a check mark in the vertical check box next to the adjacent order. You can also use the small redlocated just to the right of the Vertical checkbox to DELETE an individual order. Again, use with CAUTION, clicking on this icon will delete the order WITHOUT FURTHER ACTION!
Unarchive Checked - Use this button to move to the Pending Orders page all orders with a check mark in the vertical check box next to the adjacent order.
Ship Checked - Use this button to ship all orders with a check mark in the vertical check box next to the adjacent order. (This function was not working in the demo at the time of writing, this button simply took you to the Status page of the 1st order checked) mikes working on, check back again
**Enter Tracking Button - This button, unlike the other buttons, does not reference the vertical checkboxes, it simply brings up a list of ALL orders and allows you to enter Tracking information.

The horizontal checkboxes perform in conjunction with and sometimes in the place of the Vertical check boxes, normally to do bulk operations.

Check all - This checkbox performs the same function as if you manually put a check mark in every Vertical check box.
Uncheck all - This checkbox performs the same function as if you manually removed check marks from every Vertical check box.
Check all shipped - Clicking on this link will put a check into the Vertical checkbox adjacent to all orders with an order status of shipped.
Check all pending - Clicking on this link will put a check into the Vertical checkbox adjacent to all orders with an order status of pending.
Check all waiting - Clicking on this link will put a check into the Vertical checkbox adjacent to all orders with an order status of waiting.
Check all partial - Clicking on this link will put a check into the Vertical checkbox adjacent to all orders with an order status of partial.

4.3 Enter Order

The Enter Order screen is an area that can be used by customer service representatives or other company personnel to enter orders. This can be done for example if the company takes orders via a Toll Free 800 number, or if the company receives fax orders. If the order were from an existing customer, you would save some time and data entry by using the Repeat Order screen. If the customer is new however, you will want to enter their order here. Much of this page is self explanatory, so we will focus on a few of the features that may not lend themselves to basic intuition. There are also some additional functions available once you have selected items for your order. You can see information regarding those functions here. The areas that are considered self-explanatory are filled in on the screen above. Here are the areas that deserve some additional explanation, they are keyed to the screen marked above:

Select Items from list - Brings up list of items to choose from... for more info see below
Sku, Description, Quantity windows - If you know the sku of the item you want to order, enter it into the Sku window, then click on the Enter / Recalculate button. If it is in the items database the other fields will automatically be populated.
Enter / Recalculate - This button will enter the items you have selected from the list, or it will update and recalculate totals for any existing line items in which you have changed quantity.
Don't save address in user record - This checkbox allows you to place the order without saving the shipping information in the customers record. The order itself will save this information, but the customer's record, which is stored separately from the order information, will not be updated with this information. You may for example want to use this if the customer is shipping to a location that will not be used again, such as a client of the customer.
Email preferences -

Send Receipt - This allows you to choose if the customer will be sent an email copy of the order.
Put on email lists - This allows you to put the customer on any of the available mailing lists. Information on how to use these lists is available at Customers Mailing List.

Payment method - Select available payment method, i.e. Credit Card, Check, PO. To see information on how to set up available forms of payment, see Administration - Commerce - Payment.
Credit card Information - Enter the credit card number information into the Card Number window, then use the first drop down window to select the Month of expiration on the card. Next use the drop down below the month to enter the year of expiration.

Select Items from list -

The select Items from list screen is accessed via a small link "Select items" from list at the top of the Enter Order page. A partial screenshot from this page is shown above. It is quite easy to use, simply enter a quantity into the adjacent text box of the item(s) you wish to add, and then click on the "Select These SKUs" button. The appropriate items and quantities will be added to your Order Entry page. You could alternatively click on the Part number / Description link to increment the quantity by one for each click, or you can click on the small ( - ) to decrement the quantity by one.

Once you have populated your order with some items, there are a few functions that you have available on the added items. There is a small check box with the word "remove" next to it. If you put a check in this box, the corresponding line item will be removed from the order. You will not have to click on the Enter / Recalculate button, just checking the box should initiate the action. Next the product description, "Breathe Right Face Mask" in the example below, is also a link that will take you to a detailed description of the product if one is available.

Frame2