Order Entry

The iMIS Orders feature utilizes the Portfolio concept, which organizes the windows used for entering orders into a series of tabs. The efficient tab design influences user workflow and simplifies the process of entering and managing customer orders.

Entering product orders is a simple process that you can perform by entering a minimum amount of data in the following four fields:

• Order Type
• Bill to ID
• Product code
• Order Quantity

However, iMIS Orders provides the capability and flexibility to enter and manage much more complex orders. If you are entering an order for a new customer, Orders allows you to add the customer to your organization's file when entering their order.

As long as an order has not been invoiced, you have the ability to edit an order's information such as the type and number of products ordered, the 'Ship to' information, and any applicable add-on charges and prepayments. For orders that already have been invoiced, you have the ability to enter credit and debit memo orders.

More:
Entering orders
Entering order details information
Entering shipping information
Entering order payments
Viewing account information
Ordering upsell, cross-sell, and replacement items
Ordering products from multiple warehouses
Entering detailed product information
Viewing publication details
Finding orders
Editing orders
Canceling orders
Editing payment types
Applying credit balances as orders payment
Entering credit memo orders
Entering debit memo orders
Printing order-specific reports
Accessing the Orders feature from Customers
Viewing order activities
Adding new customers during order entry