Order Entry - Order Total Tab

General Information

This tab screen contains the payment information, shipping method, and billing and totals information for the order.

Please Note: Editing orders requires exclusive use. If someone else is either editing or processing this order, the Title bar will display a "Read Only" message next to the order number. You cannot make any changes while this message is displayed. To gain access to this order, close it and reopen it when the other user has finished accessing it.

See Also

Order Entry - Overview

How to Use the Screen

Selecting or Reviewing Payment Method

Select the payment method and complete or review the fields as required. When a method is selected, the corresponding button remains highlighted indicating that it is "depressed" and is the selected method of payment.

Credit Card

When selecting a credit card as a payment method for a returning customer that has used credit card as a payment method in the past, the list of credit cards of the customer will be displayed.

Note: Complete Credit Card Numbers will not be available to users who have been restricted from the ability titled " View Credit Card/ eCheck Number" in the Order Menu Options of   the User Security screen.

SELECT - the highlighted credit card number will be used for this order.

NEW - this will prompt you to enter the new card information.

REMOVE CARD FROM LIST - the highlighted credit card number will be removed from the choice of available credit cards displayed on customer reorders.  The credit card remains present on prior orders for necessary record keeping.

CREDIT CARD TYPE - this is automatically entered for you when a valid Mastercard, Visa, Amex or Discover card number is entered below. If entering a different card type, select the pull-down menu to make the appropiate entry.

CARD # - enter the card number.

EXPIRES - enter the expiration date.

CARDHOLDER - optionally, enter the name of the cardholder on the card.

CVC# - optionally, enter the checking identification number if the card type has it.

APPROVE NOW - select this button to approve the card while still in the order entry screen. If you have the Interactive Credit Card Authorization System with the M.O.M. & SiteLINK Gateway, the process is entirely automatic. If you do not have this option, the Credit Card Approval screen is displayed requiring manual entry of the approval code.

Note: When refunding a credit card, the returned item must be invoiced before the refund can be processed.

Charging Options for Multi-Pay

When credit card payment is included in a Multi-Pay payment (see below), the following additional options are provided for each credit card payment.

CHARGE CARD AS NEEDED - select this option to charge the full amount of the order as it scheduled to be invoiced.

CHARGE - select this option and enter a specific amount to charge.

NOW - select this option to charge the card as soon as possible.

ON - select this option and enter a specific date to charge the card.

eCheck

ABA ROUTING - Enter the   routing number for the issuing bank.

BANK - Optionally, Enter the bank name.

ACCOUNT - Enter the bank account number.

TYPE - Choose the type of account in the drop down menu.

CHECK - Optionally, Enter the check number.

CLEAR DATE- This field will automatically populate with the clear date according to the settings in the Global Parameters. Once the first approval request is sent, you can then change the clear date.

ACCOUNT HOLDER- Optionally, Enter the name of the account holder.

Check or Money Order

CHECK NUMBER - enter the customer's check number.

CHECK AMOUNT - enter the amount of the check.

CLEAR DATE - enter a date to "hold" billing/shipping until.

ENTERED BY - displays the User ID for the person who entered the order.

POSTED - indicates if the payment has been posted using the Post A/R Journal option.

C.O.D.

Select whether funds are to be collected in CASH ONLY or CUSTOMER CHECK. If selected, this payment method shows the initial COD payment based on items that are available for shipment.

Invoice

USE DUE ON DATE- select this button to enter a date in which the full amount of the order will be due.

TERMS -displays either the default terms established globally or the specific terms for that customer.

P.O. NUMBER - enter the customer's purchase order number.

Google Checkout- This method only used with SiteLINK.

CHARGE CARD- select this button to begin payment processing.

UPDATE STATUS- select this button to update Google with the latest order status as the order is being processed, canceled or shipped.

Multiple Payment

A multiple payment combines other payment types allocating amounts to each payment in the payment list.

To enter a multiple payment,

1. Select the button for the primary payment - COD, Invoice or Credit Card. These three are available as primary payments because they can be "charged as necessary." Note: If a Credit Card is chosen as the payment method, the "Charge as Necessary" function is required so that it may be considered a primary payment.

2. Complete the information required for the payment method selected and press ADD to add the payment to the payment list. Note: Check and Credit Card can be used in any combination and multiple payments of the same type can be added. Specific amounts can be defined for each payment. COD and Invoice cannot be used together on the payment list. In addition, only one entry of either type can be used in a payment list. These payment methods can only be used to "sweep up" a remaining balance not covered by either Check or Credit Card payments and no specific amount can be defined.

3. To change information on a payment in the payment list, select the payment and press VIEW/EDIT.

4. To delete a payment in the payment list, select the payment and press DELETE. Note: You cannot delete credit cards that have already been approved. To delete a card that has been approved, you must first view the Journal Transactions for the order, and then delete the individual transaction ID using the Apply Customer Payments function.

Selecting Shipping Method

1. Enter the shipping method code in the SHIP VIA field. If you do not know the code, press F2 for lookup. If the Automatic Shipping Calculations Module is installed, M.O.M. displays the Comparative Shipping Costs screen to enable you to select a shipping method based on comparisons between costs.

2. After selecting a shipping method, check to see that the correct shipping charge for the customer has been entered in the SHIPPING field under "Billing & Totals." You can edit this figure when necessary.

3. Optionally, to bill the shipping charges to the customer or a consignee shipping address, select the 3RD PARTY BILLING button to display the 3rd Party Billing Options pop-up screen. The button is only available for UPS OnLine and FedEx SMS. For Freight Collect, select the check box and then select whether the collect charges are to be paid using a UPS account number of by credit card.

Note: If some items are back ordered and other items are in-stock, you can select to ship the in-stock items ahead of the back ordered items. Press to ship ahead and split the invoice charges accordingly.

Checking Totals

In review mode, use the SHOW pop-up menu to select to show figures for Unbilled Total, Billed Total, or Order Total.

Note: When the order is totalled, some item prices may be subject to recalculation based on any one or more of the following special pricing parameters established in the Maintain Stock Item function.

• Mix & Match - if mix and match pricing is in effect for items on the order, unit prices will change automatically when one or more "matching" line items are entered.

• Source Key - if a source key pricing scheme is in effect for an item, M.O.M. displays an advisement at the bottom of the screen and unit prices are calculated accordingly.

• Catalog Code - if a catalog code pricing scheme is in effect for an item, M.O.M. displays an advisement at the bottom of the screen and unit prices are calculated accordingly.