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How
Do I Add an Order
Click
here to see the video
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Adding an
Order is for those orders that you take over the phone or
in person. If the order is coming from the web, then
it will fill out correctly, and you will only need to
input any monetary transactions.
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| 1. |
Go into the
ECS program |
| 2. |
Type in your
R/A and Password (for new users that is NEW and NEW) |
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| 3. |
Once in double
click on the Order Icon (looks like a scroll) |
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| 4. |
To add the
order click on the + button. |
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| 5. |
A blank form
will come up. |
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| 6. |
Enter in the
Customer's Name or Phone Number |
| 7. |
The date they
would like the arrangement sent or today's date. (You can
also press Ctrl^D to see the date box) |
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| 8. |
Type in the
category name (ie, Birthday, Get Well, Custom, Counter) |
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| 9. |
Then a box
will come up with arrangements. You can select
either criteria using the drop down boxes at the top. |
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| 10. |
To see a photo
of the product press your Ctrl and P keys. (press any key
to have the image go away) |
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| 11. |
When you
choose the product you will see the different cookie sizes
on your left, choose the correct cookie number |
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| 12. |
Then press
Add. |
| 13. |
You will see
two lines in the grid, one is the product name, and one is
the number of cookies shown. |
| 14. |
If you need to
add another product, then you can click on the blank line
in the grid and press Ctrl ^ D and the cookie arrangement
box will appear again. |
| 15. |
The
description of the product will go into the description
box, then you have a blank box for Special Instructions
and for the Message Card. |
| 16. |
Then enter in
the Zip Code. |
| 17. |
Based on the
Zip Code you will either see the options of Hand Delivery
and Pick Up or the other shipping methods such as
Overnight, two day, general. You can set these
prices by going to Utility and then to the Operational
Control Record.
** Click here for an
explanation of how the Hand Delivery prices work in ECS.
**
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| 18. |
If you choose
a Hand Delivery it will ask if you would like to add
Balloons. You can Say Yes or No. If you choose
Yes, then a box will appear and you can choose your
Balloons. |
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| 19. |
Be sure to
input the SLSM (Salesman or person taking the order) |
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| 20. |
Then You can
go to the Billing/Shipping Tab. |
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| 21. |
Fill out the
information. |
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| 22. |
Next click on
the Money tab (3rd one down) |
| 23. |
You'll see
that it fills out the correct dollar amount for the
delivery price |
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| 24. |
Then enter the
payment method, if cash or check put in the amount they
paid, then press the cash drawer. |
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| 25. |
You can either
print the invoice or print the order instructions. |
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| 26. |
And that is
how you add an order. |
