Order Entry

Take the Order Entry Tour

The order entry portion of the Directions software will transform your "order takers" into salespeople with knowledge of both your products and your customers at their fingertips. Order entry does the following:

• Displays your customer's previous order history.
• Duplicates your customer's previous order with one keystroke.
• Provides your operator with immediate, real-time inventory information.
• Conducts credit checks for your open account customers.
• Allows your customer to write a personal message for each order and each line item.
• Captures vital customer information (e-mail address, business telephone number, etc.)
• Allows your customer to specify separate receiving dates and shipping methods at a line item level.
• Identifies your existing customers using one of the many search methods such as customer name, telephone number, zip code, etc.
• Authorizes your customer's credit card.
• Allows your customer to specify multiple shipping addresses per order.

When your operator answers a customer's call, they may determine if the customer has previously ordered from the company by searching the customer database. This search can be performed by customer's name, zip code, eMail, or telephone number. Your operator can then review the customer's prior order history and make recommendations based on this history. The customer may either place the same order or enter a  completely new order. For your customers with open accounts, the operator can check credit history and credit status before accepting the order.

While servicing customers, your operators must have product information at their fingertips . To accomplish this, the product database is searchable by item number or by item description from within order entry. The information returned by this product search includes such things as: color and size options, inventory status, purchase order due dates, technical specifications, ingredients, and special shipping and packing requirements.

As the order is being completed, your operator has the option of adding special messages to the order that are directed to either the warehouse picking and packing personnel or to the customer.