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ECC Training- How to…Create an Order (ZOR) Active
Issue
Step 1: From the Customer Service Management Menu, Date:
click on ‘Create an Order’ (screenshot 1). This will take 7/27/16
you to ‘Create Sales Order: Initial Screen’ (screenshot
2). All fields will default to the correct entry. No action is 1
required on this screen – Hit enter to continue.
Step 2: ACCOUNT & SHIPPING: From the order 2
overview screen (screenshot 3), type in the ‘Sold-to 3
Party’ (Dealer’s Account Number) and hit enter. The
Sold-to Party field can be edited until the order invoices. 4
The system will adjust all necessary items such as tax,
handling, route code, etc.
If the Dealer has multiple shipping addresses a box will
appear to select one of them (screenshot 4).
For further assistance contact your Customer Service Manager
