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Assign the Contact for the Order to be Sold To |
Location: Ecommerce/Orders/Order Editor -> Find Contact via Select or Create Contact
Overview: In these modules we'll look at the steps for creating a new Sales Receipt Type Order in sequential order. In this video we look at setting the contact to assign the order to.
Summary for How to Assign the Contact for the Order to be Sold To :
Before you can proceed to the Order Editor, you need to assign your order to a contact.
Alternately you can go directly to Contact Management/Contacts/View Mode/Orders Section to Create the Order.
See Also: Create and Manage Orders via Contact Record
Click the Next Button to proceed to the next content module in sequential order, or you may jump ahead to any section of the order editor / new order process via the links below.
Help Topics on How to Create and Process an Order:
Related New Order Topics: