Infor CloudSuite Distribution Sales User Guide

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Entering and maintaining sales orders
Entering a stock order
Creating a sales order using Quick Line Entry
Creating a sales order using Easy Line Entry
Creating sales orders from an Excel spreadsheet
Using the Shopping List to add lines to a sales order
Entering an order for a CDC-sourced branch warehouse
Changing a line on an order
Moving lines on a sales order
Creating a comment
Entering stand-alone comment lines
Entering a subtotal line on a sales order
Applying addon charges to an order
Scanning products in Sales Order Entry
Printing a sales order
Expediting an order
Changing the customer or ship to on a sales order
Changing the terms of a sales order on hold
Changing a customer's purchase order number
Attaching a manual rebate to a line item
Creating a sales order for a reserved product
Entering a sales order for a Service Management assembly product
Overriding a product restriction on a sales order
Overriding a product shipping restriction on a sales order
Selling serial or lot products
Entering a sales order for a linear cut lot product
Entering a sales order for a linear cut BOD kit product
Selling substitute or upgrade products
Selling supersede and superseded products
Selling optional products from a list
Selling and returning a core product on a stock order
Entering a tally product on a sales order
Viewing EDI errors and exceptions in Sales Order Entry
Changing the order type on a sales order
Canceling, deleting, and copying
Canceling a sales order
Canceling a sales order line
Copying a sales order
Copying lines from multiple orders to create a sales order
Setting up a new prospect
Copying a prospect
Deleting a prospect
Using order types
Entering a blanket order
Entering a correction
Entering a credit and rebill correction order
Entering a counter sale
Entering a direct order
Entering a drop-shipped line item
Entering a future order
Entering a standing order
Adding a blanket release
Creating a split to backorder release
Entering a Manufacturer Rep sales order
Using order and line dispositions
Adding a JIT disposition to an order
Adding a Ship Complete disposition to an order
Adding a Tag and Hold disposition to an order
Adding a Will Call disposition to an order
Changing the disposition of an order
Releasing Tag and Hold orders
Adding the Line Ship Complete disposition to a line
Changing the back order limit on an order
Using order fulfillment
Entering a fulfillment order
Overriding warehouse selection and rules on a fulfillment order in Sales Order Entry
Overriding the billing code on a fulfillment order
Submitting a fulfillment order in Sales Order Entry
Submitting a fulfillment order in Sales Order Fulfillment Inquiry
Managing holds
Approving a sales order that is on hold
Changing the hold status on orders in Sales Credit Release Inquiry
Releasing an operational hold code in Sales Order Entry
Releasing an operational hold code in Sales Credit Release Inquiry
Releasing an operational hold code in Sales Shipping Feedback Entry
Releasing an operational hold code on multiple orders
Applying an operational hold code to multiple orders
Setting up international export hold
Releasing a Manufacturer Rep order from hold
Releasing and shipping a Manufacturer Rep order
Entering sales tax information
Adjusting sales taxes on an order
Adjusting sales taxes on a line
Adjusting sales taxes on a correction
Correcting invoices where the incorrect exemption certificate was applied
Correcting invoices with incorrect tax amounts due to improper Geo code
Correcting the order date for tax calculation
Correcting the taxing jurisdiction for DO PO and WT lines
Reversing tax on freight charges
Freight and shipping
Sending a shipping notification on demand
Weight calculation for Freight Rate Shop
Shopping for freight rates in Sales Order Entry
Shopping for Infor Rate Shopping freight rates in Sales Order Entry
Shopping for freight rates in Sales Shipping Feedback Entry
Generating a Commercial Invoice Document
Tendering and accepting payments
Capturing a signature
Receiving a payment on account
Refunding change due
Tendering a counter sale payment
Tendering multiple payment types to different banks
Using a One Time Sale to receive on account
Balancing the cash drawer
Scanning a credit card during tendering
Scanning a debit card during tendering
Tendering zero quantity shipped orders
Untendering a counter sale
Credit cards
Adding a new credit card during sales order entry
Adding a new ACH record during sales order entry
Reauthorizing a credit card on authorization hold
Processing credit card purchases
Processing ACH purchases
Performing a non-refundable credit card transaction
Performing a One Time Sale credit card transaction
Performing a one-time ACH transaction
Issuing and activating a gift card
Activating a gift card after it is sold
Inquiring on a gift card balance
Redeeming a gift card with a one-time sale
Reloading an activated gift card
Refunding to a new gift card
Performing a One Time Authorization credit card transaction
Using a Reference Transaction for a credit card RM order
Viewing credit card details for an order
Processing invoices
Processing invoices
Managing invoice processing exceptions
Printing invoices on demand
Preventing an invoice from automatically printing
Entering returns
Entering a Return Merchandise order
Entering a direct order return
Entering a direct order return line
Copying a sales order to create a direct order return
Entering a return on a counter sale or stock order
Entering a core return
Processing a one time return and credit
Automatically creating a PO RM from a sales order return
Exchanging products
Entering a lot product on a return merchandise sales order
Negotiating a customer's price
Manipulating prices
Changing the price on a sales order
Manipulating prices in Sales Order Entry using margin percentage
Entering and calculating order discounts
Selecting a promotional price
Selling products for highest price paid
Inquiring on customer orders
Answering questions about sales orders
Answering questions before an order is placed
Viewing order line history
Tracking the origin of a sales order
Exporting sales order data to Excel
Inquiring on orders by tracking number
Viewing tally components on a sales order
Working with ties
Automatically tying a single line to a source document
Automatically tying multiple lines to a source document
Selling stock from an alternate warehouse
Tying a sales quote to a VA quote
Tying a Do Not Reorder product to a warehouse transfer
Sourcing products using Supplier Access
Selling kit products
Selling a fabricated kit
Canceling a line on a fabricated kit sales order
Selling a substitute kit component
Creating ties for BOD and nonstock kit components
Selling nonstock and special products
Entering a catalog product on an order
Entering a special product
Entering an order-as-needed product
Entering an order-as-needed nonstock product
Entering a nonstock product
Entering a nonstock kit
Inquiring on a nonstock product order
Selling a cross-referenced product
Selling a customer cross reference product
Selling a vendor cross reference product
Quotes
Quoting prices to customers in inquiries
Entering a quote order
Creating a quick quote
Creating a quick quote for a catalog product
Converting a quote order to a pricing record
Converting a quote order to a regular stock order
Approving a quote order on margin hold
Reviewing quote orders
Setting up margin hold criteria for quote orders
Revising quote orders
Canceling a quote order
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