Once you click on the "Process Sale" button from the Online Sales screen, a new window will open (such as the one below) containing all pertinent information for that specific online order. The instructions on the top of the scree will inform you as to how the order was placed by your online customer. At the bottom of the screen, the total for the online sale is displayed, as well as the "Process" and "Cancel" button.
By clicking on the "Process" button, this order will be processed, and you will be returned to the Internet Sales screen. All customer, sales, tax, and inventory information will be updated within Y.E.S.!™, and the order will be removed from the Internet Sales screen listing.
By clicking on the "Cancel" button, this order will not be processed, and you be returned to the Internet Sales screen. The order will remain in the Internet Sales screen listing.
If the customer entered their credit card information to complete payment, the sentence on the top of the screen will read: "This Order was Received Via Secure Email." This means that the payment transaction has already occurred, and payment for the order is on the way into your bank account. This sale should now be processed as a "Cash Sale" by placing a check in the bullet box corresponding to "Cash Sale" to the top right of the screen.
If the customer placed the order without entering payment information, the sentence on the top of the screen will read: "This Order was Received Via Regular Email." This means that the you are to invoice the customer for payment. This sale should now be processed as an "Invoice" by placing a check in the bullet box corresponding to "Invoice" to the top right of the screen.
NOTE: It is recommended that you view the information displayed on ALL tabs, before clicking the "Process" button in the lower right corner of the screen. Once a sale is processed, the information is logged into your system, and your inventory will be updated to reflect the resulting changes. You will not be able to display the specific information in this format.
The specific order information is organized into five (5) horizontal tabs across the top of the screen:
NOTE: When you click on "Process Sale", you may occasionally see the following message:
This message is telling you that the Customer was from a country in which you have NOT configured tax collection. This does not necessarily mean that there is a problem with the sale.