<h2 style"margin-top: 0; padding-top: 0;">Pull to
order
existing package
new package #5:
Carrier:
Method:
Shipping cost: $
Tracking #:
Shipping Note:
Package #2
Carrier:
Method:
Dimensions: xx
Weight:
Shipping cost: $
Tracking #:
Shipping Note:
Items in package:
(2) 73-8230
(1) 73-8232
<h2 style"margin-top: 0; padding-top: 0;">Send
Invoice
Customer comments
Follow-up
Custom message
<h2 style"margin-top: 0; padding-top: 0;">Log internal note
Internal note
Add document
Upload documents such as purchase orders and other documents directly related to this order.
Edit order
Close and return to process orders | procurements | packing lists | shipments
| Order # | Order Status | Pulled | Prepped | Shipped | Paid | Date | Trader | Commission |
|---|---|---|---|---|---|---|---|---|
| 523 | In process | Partial | Partial: some ready |
Partial: some ready |
Partial: $699 – $299 = 400 |
2009-03-27 2009-03-28 |
Canteen Gear email | 999-123-5489 |
$34.94 |
| Contact info (edit) | Ship to (edit) | Paying by (edit) | Bill to (edit) |
|---|---|---|---|
|
Marky Tester |
Visa |
Marky Tester |
Marky Tester |
| Documentation | Status override | |
|---|---|---|
| Qty | Item | Prepped | Pulled | Shipped | Price | Total | |||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1510 Pelican 1510 |
1 @ $69.97 Trolley Warehouse 2009-03-27 |
2009-03-27 |
2009-03-28 |
$99.00 | $99.00 | |||||||||||||||||||||||||||||||||||||||||||||||||
| 73-8230 NUUN Electrolyte tabs-8 pack Items: Lemon + Lime |
2 @ $30 Trolley Warehouse 2009-03-27 |
2009-03-27 |
$200.00 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
|
2 @ $35 Carlsbad Warehouse 2009-03-28 |
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n/a |
n/a |
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Procure from inventory & suppliers [ show/hide ]
Chums
AirGas
Target
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| 73-8232 CamelBak Vitamin tabs-2 pack Items: Tri-berry |
1 @ $31.23 Trolley Warehouse 2009-03-27 |
2009-03-28 |
2009-03-28 |
$200.00 | |||||||||||||||||||||||||||||||||||||||||||||||||||
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n/a |
n/a |
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Procure from inventory & suppliers [ show/hide ]
CamelBak
AirGas
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| 73-8232586 Energy tabs-16 pack Items: Chicken |
No inventory – procure |
n/a |
n/a |
$200.00 | |||||||||||||||||||||||||||||||||||||||||||||||||||
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Procure from inventory & suppliers [ show/hide ]
Coretex
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Add line item | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Edit quantities, pricing, prep status, procurement, and customer comments. for all line items then click “Update order” | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Comments | Subtotal | $699.00 | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Shipping | Free | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tax | $0.00 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | $699.00 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Paid | $299.00 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Balance due | $400.00 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | $699.00 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tax | $0.00 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ship cost | $39.26 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cost of goods | $537.12 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Gross profit | $122.62 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5% Houseload | $6.13 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Commissionable | $116.49 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Trader | Canteen Gear | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Commission | $34.94 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Create new documentation
Documentation log
2007-03-29 9:57am Stacy logged: Map of buried treasure near Marky’s house that he really wanted us to see.
Attached: buried-treasure.pdf
2007-03-28 12:46pm Stacy said: Great news, I received your check already Marky! I will email you with a tracking number for the tablets later today. The rest of your tablets should ship by the end of the week.
2007-03-28 12:46pm Stacy said (w/invoice): Great news, I received your check already Marky! I will email you with a tracking number later today.
2007-03-27 9:57am Stacy logged: Marky called and said that he had made a payment to Visa but it must not have gone through. He wants to rerun the card for just the case and will send a $200 check today. Then he hopes that buy the time we have the rest of his order ready his credit card will charge the rest fine. See the payment log for more info.
2007-03-27 9:30am Stacy said (w/invoice): Hello Marky, We received your order but your credit card seemed to fail for the full amount. Would you like to try another credit card?
I also wanted to let you know that it is going to take a few days to get the energy tablets, 4 packs of the CamelBak vitamins, and 1 pack of of the Nuun lemon lime electrolyte. Hopefully by the time we work out the payment I will have everything in stock.
Thank you for your order and we look forward to solving this situation with you.
Make new transaction
Amount: $
Description:
PO #:
Check #:
When using payment gateway the following are automatically filled out and logged: date, invoice #, description, customerID, name and contact/billing/shipping info. Ask Dan about the tax and freight fields under additional information.
Transaction log
| Debit: Commission payment: 23458 $34.94 | |
| Submitted | 2007-03-29 |
|---|---|
| Check # | - |
| Customer PO # | - |
| Processor | - |
| Trans # | - |
| Trans status | - |
| Card # | - |
| Card type | - |
| Auth code | - |
| Type | - |
| Desc. | Commission payment made by Dan out of cycle. |
| Credit: Check: 23455 $200 | |
| Submitted | 2007-03-28 |
| Check # | 1468 |
| Customer PO # | 549898 |
| Processor | - |
| Trans # | - |
| Trans status | - |
| Card # | - |
| Card type | - |
| Auth code | - |
| Type | - |
| Note | 1501 case only. Partial order payment. |
| Credit: Credit Card23456 $99 | |
| Submitted | 2007-03-27 |
| Check # | - |
| Customer PO # | - |
| Processor | Authorize.net |
| Trans # | 2X924593XX |
| Trans status | SUCCESS |
| Card # | 4111 XXXX XXXX 1111 |
| Card type | Visa |
| Auth code | 123456 |
| Type | Authorization w/auto capture |
| Note | Authorization failed so he asked if we could just charge the case since he needed that right away. |
| Authorize: 23451 $699.00 | |
| Submitted | 2007-03-27 |
| Check # | - |
| Customer PO # | - |
| Processor | Authorize.net |
| Trans # | 2X589256XX |
| Trans status | FAILED |
| Card # | 4111 XXXX XXXX 1111 |
| Card type | Visa |
| Auth code | - |
| Type | Authorization |
| Note | Automatic authorization request from online checkout. |
Shipments log
To log a package, procure and prep the items for the order. Pull the items from inventory into the order or directly into a package. Once a package is created it will be logged as ready. Once the package is saved as shipped the date of the shipment will appear in the log entry and next to the items that were in the shipped package above.
| Package 1 | |
|---|---|
| ID | 234253 |
| Date | 2007-03-27 |
| Company | FedEx |
| Method | Ground |
| Dimensions | 12×13×7 |
| Weight | 5.7lbs |
| Cost | $5.65 |
| Tracking Number | 1564968494984 |
| Items in package | (1) 1510 |
| Package 2 | |
| ID | 234257 |
| Date | Ready… |
| Company | USPS |
| Method | Priority |
| Dimensions | - |
| Weight | - |
| Cost | $2.50 |
| Tracking Number | 654694898 |
| Items in package | (2) 73-8230 (1) 73-8232 |
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