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Orders

  • Adding an Invoice Note

    From the order details screen, you can add an invoice note. Below the Payment Information , click on Invoice Note....
  • 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....
  • 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...
  • 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...
  • 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....