Adding A New Order Into Actinic

You can enter new orders directly into Actinic. This is useful for entering orders taken over the phone, or via fax etc.

Before you enter a new order, you need to check that the order numbers that Actinic will generate are appropriate for your business.

Go to 'Business Settings | Order Processing'. The fields relating to 'Offline Order Processing' are described below:

Field

Meaning

Enable Offline Ordering

This box must be selected in order to enable offline order entry.

Allow Unit Price Override

Select this box if you want the ability to be able to manually edit product prices as you create new orders.

Order Number Prefix

Enter here how you want the first seven characters of the order numbers to appear.

Starting Sequence Number

All order numbers have a sequential number at the end of it. Enter here the number you want for the next order.

Once you have sorted these details you are ready to create a new order in Actinic.

Creating A New Order

Click the 'New Entry' button at the bottom of the order summary (or go to 'Operations | New Order'). This will start the 'Creating Offline Order' wizard.

The fields within this first wizard screen are described below:

Field

Meaning

Order Number

The order number that will be used for this first order.

The format for this is set in 'Business Settings | Order Processing' - see above.

Find An Existing Customer:

You have the ability to re-use contact information from an existing order.

Never Shopped Before

If you select this box, you will need to manually enter contact information into the next screen.

Shopped Before

If you select this box, you can enter an order number of click 'Search' to find the order. In the 'Search' window, you can enter keywords to search on. Once you have found the order you want, double-click on it and click 'Select' to use the order number.

Account Customer

Select a login (username) from the list to use for the order.

Coupon

If the customer has a coupon/voucher/special offer code then you can enter it here to apply it to the order.

Discounts are set up in 'Marketing | Discounts and Surcharges Settings' and described in An Introduction To Discounts.

When you are ready, click 'Next' to continue.

The other screens of the wizard are listed below:

·      New Order - Entering Customer Information

·      New Order - Confirming Tax Details

·      New Order - Adding Items To The Order

·      New Order - Confirming Shipping And Payment

·      New Order - Confirming And Completing An Offline Order