Important:
Before creating a sales order, ensure you have the necessary customer information and order details. This process requires access to NetSuite with appropriate permissions.
1) Navigate to Sales Order Creation
From the NetSuite homepage, hover over 'Logistics Command' then 'Sales Order (COM)', and select 'New' to initiate the sales order creation process.
Notes: This action opens a new Sales Order form where you can input the necessary details.
2) Select Release for Approval
In the Sales Order form, under 'A. Sales Order Internal State Management', select 'Released for Approval' from the dropdown menu. This should be selected when there are no further question's regarding the order.
Notes: This step is crucial for initiating the approval process for the sales order.
3) Enter Merchant Information
In the Sales Order form, under 'B. Basic Information', click the '+' icon next to '1. Merchant #' to open a new window. Enter the merchant name, MID, and select 'PayCompass LLC' as the subsidiary, then click 'Save'. This information can be found at the top of each ticket in FreshDesk.
Notes: Ensure the merchant information is accurate to avoid processing errors.
4) Input Order Details
In the Sales Order form, under 'B. Basic Information', enter the 'Order Date',
'COM Number' - most recent COM # can be found under Logistics Command -> Orders -> Sales Order (COM)s,
'FreshDesk Ticket Number' - can be found in the top left of any given FreshDesk Ticket,
'Sales Agent'. Select the appropriate values from the respective fields.
Notes: Verify all order details are accurate and complete before proceeding.