Order Processing

1
Order Processing Customer Service

• Training Guide

2
Checking Orders

• See Bro. Lundin for ID and password to Log into
  the company _at_byui email account
• Open new orders in the inbox
• Print one copy of each order

3
To process an order

• Open the QuickBooks icon on the desktop
• Click on the Customers button
• Click on Sales Receipt

4

• Search for the customers names under Customer Job
• If you cant find the customers name click create
  a new job at the top of the list

5
To process an order

• Enter name and address for billing and shipping
  or copy if they are the same
• Now you should have a new sales receipt

6
To process an order

• Find the item(s) ordered in the dropdown arrow
  list and enter the quantity
• Find shipping in the dropdown and enter the
  amount to match the email order form
• Print two (2) copies and click save new

7
Shipping

• Place the order in an envelope with one copy of
  the sales receipt you printed
• Print an address label by clicking on File
  Print Forms Mailing labels.

8

• Search for your customers name and print on the
  label paper.
• Put mailing label and our return address label on
  package
• Place in the SMS shipping box in Rigby hall room
  155 to be picked up by the mail room.