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Overview


Excerpt

There are several options in the system for Order entry or invoicing. Enabling and disabling Order Entry options needed when creating an order can be done as follow.

 


Instructions

To set up the Order Entry Options:

Ui steps
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Ui step

Go to Setup > Settings


Ui step

 Under Order Entry, select Order Entry Options.


Ui step

 The Order Entry Options window will pop up. Here, the options required can be enabled as needed, once done click on Save.


Ui step

 The newly enabled options will apply next time an order is created, meaning that previous orders won't be affected.


Info
titleInformation

For Multi-location companies, the system will manage some Order Entry Options based on Location. To view more information go to Order Entry Settings- Multi Location.


Ui steps
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Receive payments upon confirmation

To allow transactions with credit cards on your company, please follow these steps:

Ui step

Go to Setup  > Click on Settings > Find the Order Entry section and select the Order Entry Options link.


Ui step

A pop-up will appear called Order Entry Options. Near the bottom, you will find a checkbox that states: 

Allow to receive payment upon confirmation

You will need to activate this option to enable the preauthorization payment



Ui steps
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To allow transactions with credit cards for your customers, please follow these steps:

Ui step

Go to Setup  > Click on Customers > Find the Column: Actions and and select Edit. 


Ui step

A pop-up window will appear. Under the Setup tab you will see the option Show Fields, select Advanced. And near the middle of the window you will see a checkbox that states:

Require Payment Upon Confirmation





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