1) Enter quantity and item name
In the sales order interface, enter the quantity of the hardware being ordered. Then, input the item name for the hardware. In this case, the item is a used (U) Dejavoo QD3 Pinpad.
Notes: Ensure the quantity and item description match the order details. Normal items will not have the (U) in front of them. This is a special case since the agent had requested used equipment for a discounted rate.
2) Input Serial Number
After entering the quantity and item description, input the serial number for the Dejavoo QD3 Hardware Pinpad. This serial number is essential for tracking and inventory purposes.
Notes: The serial number can be found in the note in the FreshDesk ticket.
3) Add Notes for the Accounting Team
In the optional order notes section, add any relevant notes regarding the billing for the equipment. For example, include the number of months the equipment is being billed for and who will be paying for it. Be sure to also include the method of payment. Unless informed otherwise, merchant's pay via dda (bank account), and agent's pay via their resids (residuals).
Notes: This step is crucial for providing additional context and tracking information for our Finance Team.
4) Save Sales Order
After completing all necessary fields and adding equipment notes, save the sales order to finalize the process.
Notes: Ensure all information is accurate before saving.
5) Update Ticket Status
After saving the sales order, navigate to the ticket in the system. Update the ticket status to "Waiting on Third Party" to indicate that the order is pending fulfillment by an external party.
Notes: This step ensures proper tracking and communication regarding the order status.