Create a Rapid Order Entry:

Rapid Order Entry allows staff users to quickly create Invoices and Sales Orders, but it can also enable the speedy purchase of Subscriptions, Event Tickets, and the creation of Donations. You can create a brand new Rapid Order Entry via an Account or Contact record. Click the Rapid Order Entry action to open a new Rapid Order Entry.

You can also modify or fulfill an existing Sales Order through Rapid Order Entry. Click the Rapid Order Entry action to access the Sales Order in Rapid Order Entry.

Subscription:

Configuring all available Subscription options during a new purchase is made easy with the Rapid Order Entry interface.

  1. Use the Item Quick Add field to search for a  Subscription item.

  2. Once an item is selected, select a Subscription Plan from the Select Plan field.

  3. Click Add to Order.

  4. The Subscription Plan, Price, Auto-Renewal, and Assignments (Subscribers) can be changed by clicking in the Item panel. Only those features already configured on the Subscription Item and Subscription Plan will appear.

    1. Price defaults to the most appropriate price rule based on the customer selected, but it can be overridden.

    2. Auto-Renewal allows staff users to choose an existing Payment Method or indicate that the Payment Method entered upon checkout will be used, if configured on the Subscription Plan. If auto-renew is required, the Sales Order will automatically use the checkout Payment Method unless an existing one is selected.

    3. Assignments allow staff users to add additional Subscribers to the Subscription, if allowed. Additionally, staff can create new Contacts within the interface. If the Subscription Item requires Assignments, additional subscribers must be added before continuing to checkout.

    4. You can add any Package Items associated with the Subscription under the Optional Package Items section.

  5. Once all items are added, select Process Payment, Invoice, or Proforma Invoice under the order total and Click Go. You will complete payment or Invoice information on the next page.

Event Ticket:

  1. Use the Item Quick Add field to search for Ticket Types previously configured in the Events app.

  2. Click Add to Order.

  3. Attendees, Forms, and Schedule Items can be added or changed by clicking the item panel.

    1. The purchasing Contact or primary Contact of the purchasing Account will be auto populated into the first Attendee slot.

    2. Information from the first Attendee can be copied during the creation of a new Attendee after selecting the Contact in the Copy Settings From dropdown and clicking the + New Attendee button.

    3. Forms and Schedule items can be added below the Attendee list. Staff users can select an attend from the attendee list or use the left and right arrows to change which attendees information appear in the carousel.

    4. The staff user will see price rules on tickets and sessions for each attendee according to their badges. Tickets, sessions, and optional package item prices can be manually overridden for each attendee on the checkout page.

  4. Once the ticket is configured, select Process Payment, Invoice, or Proforma Invoice under the order total and click Go. You will complete payment or Invoice information on the next page.

Donations:

Staff users can enter a Donation of any amount from a Contact or Account via the Rapid Order Entry interface. Note: The following steps assume that Price Rules have been disabled on the Donation Item.

  1. Use the Item Quick Add field to select Donation Items previously configured.

  2. Once an item is selected, type the amount of the donation in the Price field.

  3. Click Add to Order.

  4. You can modify the donation amount if desired. Click the Item panel and type a new amount in the New Price field.

  5. Once all items are added, select Process Payment, Invoice, or Proforma Invoice under the order total and click Go. You will complete payment or Invoice information on the next page.