Centralized Order Entry - Merchandise

Modules>CRM>Individuals>Find, Query, or Add Individual>Individual Profile>invoice icon> Add Product button>Products>Merchandise

Everything that is sold in netFORUM is considered a product. Only physical inventory products are considered Merchandise. In netFORUM, Merchandise is any physically tangible product that you want to track or sell.

COE -Merchandise

1. Go to Modules>CRM> Individuals > Find, Query, or Add Individual> Individual Profile > invoice icon > + Add Product button > Products > Merchandise. The Centralized Order Entry - Merchandise | Add Products page opens.
2. Fill in the fields for the Merchandise, Kits & Miscellaneous Products section as described in the following table:

   Field	Required?	Description
   product: drop down	Required	Select a product type from the drop-down list.
   product: search field	Required	Enter the first few letters of the product name to see a list of matches. Or click the look up button to see a list of products. Out of Stock: A message appears in the Out of stock column of the list of matches and the list of products if the product is sold out.
   product code	Optional	Once you enter a product, this field populates automatically.
   product category	Optional	Select a category for this product from the drop-down list.
   subcategory	Optional	Select a subcategory for this product from the drop-down list.
   sale price	Required	Once you enter a product, this field populates automatically. Click in the text box to change the price.
   quantity	Required	Once you enter a product, this field populates automatically. Click in the text box to change the number of products this customer wants to purchase.
   list price	Optional	Displays the original price of the product.
   override reason	Optional	Select an override reason from the drop-down list. Enter an override reason only if you entered a sale price that is different from the list price.
   override notes	Optional	Enter notes to explain why you entered a sale price that is different from the list price.
   ship to	Optional	Enter the first few letters of the customer's last name to see a list of matches. Or click the look up button to see a list of customers.
   ship to address	Optional	Select the ship to address from the drop-down list.
   notes	Optional	Enter notes about the product or shipping.
   warehouse	Optional	Select the warehouse from which this product will be shipped from the drop-down list.

3. In the next section, the discounts, shipping charges, and taxes related to your selected product appear in the Discount / shipping / tax window. Beside the Discount / shipping / tax window, netFORUM breaks down the charges and displays a net balance.
4. Use the action icons above the Discount / shipping / tax window to perform actions as described in the table below:

   Use This:	To Do This
   Substitutes drop-down	to see the substitute products child form.
   Prerequisites drop-down	to see the product prerequisites child form.
   apply discounts icon	to open the Add -Discount page, where you can search and add discounts.
   apply shipping icon	to open the Add -Shipping page, where you can search and add shipping charges, notes, and override reason and notes.

5. Click the Save & Finish button to add this product to the Order page Line Items. Click the Save & Add Another button to add this product to the Order page Line Items without returning to the Order page. Click the Close button to return to the order page without adding your product to the Line Items.

Note: If the product you selected is out of stock and back orders are disabled, netFORUM displays an error message when you click the Save & Finish button or the Save & Add Another button. If the product is on pre-order or out of stock with back orders enabled, netFORUM displays a pop up letting you know and giving you the choice to cancel or continue with your order.