New Terminal Order

Type:    Form
Description: Provides access to a new terminal order creation options.
Items:

Finish Later
Allows to save changes and finish the order later.
Submit Order
Allows to save changes and submit the terminal order.
Close
Closes the form without saving any changes.

General

Includes additional information about the terminal order in the system.
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Merchant Code
Allows to select an appropriate merchant from the list of available. Opens Form: Search Form
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Account Code
Allows to select an appropriate account from the list of available. Opens Form: Search Form
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Fulfillment Center
Reference to the entity that represents information about the fulfillment center.
References: Terminal Order.Fulfillment Center FK
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Reseller Code
The code of the reseller in the system.

Address

Includes address information about the client.
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Name
Name of the person/organization indicated as a merchant to receive the order.
References: Terminal Order.Shipping Name
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Copy From
Allows to copy the information from the selected source.
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Merchant: Contact Info
Allows to copy the information from the merchant contact info.
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Account: Contact Info
Allows to copy the information from the account contact info.
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Merchant: Business Info
Allows to copy the information from the merchant business info.
Street
Street name of the user's shipping address for terminal order shipping (line 2).
References: Terminal Order.Shipping Street 1
City
City name of the user's shipping address for terminal order shipping.
References: Terminal Order.Shipping City
Country Code
Country code of the user's shipping address for terminal order shipping.
References: Terminal Order.Shipping Country Code
State
State code of the user's shipping address for terminal order shipping.
References: Terminal Order.Shipping State
ZIP Code
ZIP/Postal code of the user's shipping address for terminal order shipping.
References: Terminal Order.Shipping ZIP Code

Contact Information

Includes contact information of the client.
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Contact Name
Contact name of the client that is to receive a terminal for usage.
References: Terminal Order.Contact Name
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Copy From
Allows to copy the information from the selected source.
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Merchant: Contact Info
Allows to copy the information from the merchant contact info.
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Account: Contact Info
Allows to copy the information from the account contact info.
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Merchant: Business Info
Allows to copy the information from the merchant business info.
Phone
Phone number of the client that made the order.
References: Terminal Order.Phone
Email
Email address of the client that made the order.
References: Terminal Order.Email

Details

Includes additional order details.
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Order Type
Reference to the entity that represents enumeration of possible terminal order types.
References: Terminal Order.Terminal Order CL
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Purchase
Indicates that type of terminal order is purchase.
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Exchange
Indicates that type of terminal order is exchange.
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Return
Indicates that type of terminal order is return.
Payment Arrangement
Reference to the entity that represents enumeration of possible payment arrangement types available within the system.
References: Terminal Order.Payment Arrangement CL
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Purchase
Indicates that type of payment arrangement is purchase.
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Rental
Indicates that type of payment arrangement is rental.
Shipping Method
Reference to the entity that represents shipping method used for terminal order delivery.
References: Terminal Order.Shipping Method FK
Support Phone
Terminal support telephone number for discussing any processing issues.
References: Terminal Order.Terminal Support Number
Status
Enumeration of possible statuses of the terminal order.
References: Terminal Order.Order Status CL

Notes

Includes any additional notes about the terminal order.
View Receipt Info
Allows to view detailed receipt information. Opens Form: View Receipt Info

View Receipt Info

Includes detailed information about the receipt.
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Refresh
Allows to refresh receipt information.
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Close
Closes the form without saving any changes.
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Merchant Account Code
Unique identifier of a Merchant Account.
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Merchant Name
The DBA name of the merchant.
References: Merchant.Name
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Street
Street address (line 1) of the Merchant's postal address.
References: Merchant.Street1
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City
City of the Merchant's postal address.
References: Merchant.City
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State
State of the Merchant's postal address.
References: Merchant.State
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Country Code
Country code of the merchant.
References: Merchant.Country Code
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Zip Code
ZIP code of Merchant's postal address.
References: Merchant.ZIP Code
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Work Hours
Working hours of the company.
References: Business Info.Work Hours
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Customer Service Phone
Phone number of the customer service.
References: Business Info.Customer Service Phone
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Time Zone
Time zone of a merchant.
References: Merchant.Time Zone Code
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General
Allows to review and modify general information of the merchant. Opens Form: General
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Business
Allows to review and modify business information of the merchant. Opens Form: Business

Order

Includes the list of items included in the order.
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Model
Reference to the entity that represents enumeration of available terminal models.
References: Terminal Order Detail.Model CL
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Injection Key
References: Terminal Order Detail.
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Configuration
Code of the configuration installed in the terminal.
References: Terminal Order Detail.Terminal Configuration Code
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Terminal Code
Code of the terminal within the system.
References: Terminal Order Detail.Terminal Code
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View Serial Number
Allows to review serial number of the selected terminal.
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Delete Item
Allows to delete the selected item from the order list.
Allocate Terminal
Allows to allocate the terminal (select single or batch). Opens Form: Allocate Terminal
Add
Allows to add an item to the order list.