Process an OE Payment

Select Customer & Add Items to Cart

1. Open the Order Entry module.
2. Assign the customer setting (express contact, existing contact, or new contact).
3. Locate the item and enter information as prompted.

   Use the filter box or "All Inventory" drop-down to narrow results.

   

4. Click Save to add the item to cart.

   Edit an Item in Cart

   1. Locate the item in the cart.
   2. Click the item and enter changes.
   3. Click Save.

   Remove Item from Cart

   1. Locate the item in the cart.
   2. Hover over the item and click the X button.

      

Payment Method & Checkout

1. Click Checkout.
2. In the Payment Method section, select an option.

   The options are Swipe Card, Saved Payment Methods (existing/new customer), New eCheck, or New Card. If the customer is existing/new, confirm the payment before proceeding. If the customer requests the payment method not be saved, deselect the box next to Save this Card.

3. Click Complete Order.