Step 1 - Setting Up an Order Entry Item

E-Z Help

Step 1 - Setting Up an Order Entry Item

Order Entry Payments (Walk-in, Mail, and Phone) > Building/Editing an Order Entry Item:

Step 1 - Setting Up an Order Entry Item				Step1_Setting_Up_an_Order_Entry_Item Dear E-Z Help Staff,
Step 1 - Setting Up an Order Entry Item

•	Only Administrators, Power Users, and Users can build or edit an Order Entry item.

•	Refer to these topics for more information on privilege levels: Administrator Privileges, Power User Privileges, Users Privileges, and Everyone Privileges.

•	For training or assistance with setting up an item, contact your RevTrak Rep.

To set up a new Order Entry item, follow the procedures below as required for the specific item:

•	Creating/Editing Groups (only for applying an order alert to a group of Order Entry items)

•	Adding/Editing Account Codes

•	Creating Manufacturers

•	Creating/Editing Receipt Comments

•	Assigning a State Tax Rate

Related Topics

Order Entry - Introduction

Order Entry Technical Requirements

Order Entry Access

Building/Editing an Order Entry Item

•	Step 1 - Setting Up An Order Entry Item

•	Step 2 - Building an Order Entry Item

Setting Up the Card Reader

•	Requirements

•	Process (Administrators)

Using the Card Reader

Taking Express Payments

Taking a Payment Linked to a Customer Contact

Taking High-Volume Payments with Express Cart

(Payments either linked to a contact or not linked to a contact)

Managing Order Entry Customer Contact Information

How a Web Store Customer Looks Up Their Account

(Web Store and Order Entry purchases)

Dashboard Reports

Help URL: http://www.revtrak.com/E-Z-Help/index.html?step1_setting_up_an_order_entry_item.htm