Adding an Invoice Note From the order details screen, you can add an invoice note. Below the Payment Information , click on Invoice Note....
Adding Tracking Number to an Order From the order details screen, you can add a Tracking Number. Below the Internal Note section, click on Tracking Number. A...
Creating an Order Steps to creating an Order 1) Go to the distributor or customer profile screen. 2) At the Orders section (top...
Credit Card Payments 1) If your ES 100 is integrated with a merchant account, a Process via Merchant Account check box displays. a....
Deleting a Discount & Viewing Discount From the Order Screen, you can view and delete discounts at any time. When you place the mouse over a...
Deleting a Payment & Viewing Payment Details From the Order Screen, you can view and delete payment details at any time. When you place the mouse over...
Discount Options You have the ability to manage whether you will charge sales tax on Discounts, Coupons and Host Credits if your...
Editing an Order Everything on an order can be edited except for the order category, order number and the customer or distributor the order...
Importing Tracking Numbers Certain systems have the ability to batch import Tracking Numbers to their Orders. To import tracking numbers click the Shipping...
Invoice Messages Invoice messages can be used to place information on an invoice, such as an announcement, promotion or return policy. Two...
Items Are Not Available For Order There are multiple reasons why an item may not be available to add to an es100 order from the New Order > Pick...
Manual CV/SV Override The order must be in the Entered status. Place the mouse pointer over the word Total CV (or Total SV)...
Manual Sales Tax Override To override the manual sales tax, the order must be in Entered status. Place the mouse pointer over the word Tax...
Manual Shipping Charge Override To manually override teh shipping charges the order must be in the Entered status. Place the mouse pointer over the...
Order Screen Functions Save: 1) Clicking Save will save all changes to the order. 2) If the order is in an Entered...
Order Search The Search Screen is the initial screen when you click on the Order Tab. Click Order Tab Enter the search...
Other Payment Methods There are other payment methods available: Cash, Money Order and Check. These payment methods are not processed through a merchant...
Payments Payments are typically entered and processed at the time an order is placed. However, a payment can be entered and...
Reduce Volume If you are using a Binary System, you have the ability to generate a negative volume order in Reduce the...
Refunding an Order If an order is in Posted or Shipped status, the Refund button will be available on the Order Details screen....