Add Order Items to Draft Order

Order items are added to a draft order one at a time. First, select the product from the product catalog and then configure the order item before adding it to the order.

Complete the following steps to add an order item to a Draft order:

If you know the order number, click Orders in the left pane. Use the Search field to find and select an order. Skip to this step. Refer to Search Feature for more information about using the Search feature.

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

Customer Summary Window
On the Account Details window, click the Orders tab to view a list of created orders.

Orders Tab
Select an order in Draft status to open the Order Details window.

Order Details Window - Draft Order

NOTE: If you use the Avalara Communications Tax processor, your Order Items section will include the tax mode for both recurring and one-time prices in the Recurring Tax Mode and One-Time Tax Mode columns, respectively.

Order Items Section - Avalara Communications Tax Processor
On the Order Details window, click the Add Item button under the Order Items detail tab to open an Add Order Item window.

Add Order Item Window

You can expand or collapse information by clicking the or icons, respectively.

NOTE: If you use the Avalara Communications Tax processor, your Add Order Item window will display the tax mode (Tax Exclusive or Tax Inclusive) for both one-time and recurring prices in the One-Time Price and Recurring Price columns, respectively. The list price and Tax Inclusive or Tax Exclusive will also be shown in the subsequent order windows.

Select Item Tab - Avalara Communications Tax Processor
To configure the column headers shown in the product table, click Configure and select desired column headers from the list.

To return to default settings, click Restore Defaults.

Product Table Header Configuration
On Add Order Item window, select a product from the products listed.

Filters are available to refine the list of products. Enter the filter criteria and click Apply. The following filters are available:
- By Name — Start typing the product name to filter the list of products.
- By Price List — Start typing the price list name or select it from the list below the search field. Multiple price lists can be selected.
- By Type — Start typing the product type or select it from the list below the search field. Multiple types can be selected.
- By Category — Start typing the product category or select it from the list below the search field. Multiple categories can be selected.
- By Tags — Start typing the associated product tag or select it from the list below the search field. Multiple tags can be selected.
  
  Click the Clear All button to clear the filter criteria.
If a product has multiple recurring prices, select a Recurring Price from the drop-down list.

Recurring Price Drop-down List
Click Next to continue to the Configure Item section of the Add Order Item window.

Configure Item Section
Select the area to configure from the list on the left. Areas that require configuration before being added to the order are indicated with a icon, as shown in the following example.

Order Item Required Configuration
Complete the required fields and any optional fields for the available configuration areas:

The configuration areas displayed and the optional and required fields of an order item are defined by the type of product and the way the product is set up. Products can be created in either the Product Catalog or Products application.

Required fields are marked with an asterisk.

Recurring Price Configuration — Complete the recurring price configuration of the order item.
One-Time Price Configuration — Complete the one-time price configuration and scheduled charges of the order item.
Agreement Configuration — Select an agreement and define the agreement details. Agreements are created and managed in the Products application’s Agreements Module module and can be viewed in the Product Catalog application’s Agreements Module module.
Address Configuration — Enter the service address for the order item.
Approval Operation Configuration — Configure Auto-Approval date for the Service. An Approval Operation is enabled on a product in the Products application. Refer to Product Actions.
Discount Configuration — Enter a discount code for the order item. Discounts and discount codes are created in the Discounts Module of the Products application.
First Period End Date Configuration — Enter a different end date for the first service period.
Parent Service Configuration — Select the parent service for the order item. Product relationships are configured in either the Product Catalog application (refer to Product Relationships) or the Products application (refer to Add Related Products).
Product Custom Fields Configuration — Enter additional information in custom fields that were created for the product. Custom fields are created in the Setup application’s Custom Fields module. Refer to Custom Fields Module for more information on working with custom fields.
Quantity Configuration — Edit the quantity for the order item.
Service Resources Configuration — Select or create a service resource for the order item as a way to identify the service for usage. Service Resource Categories are created and managed in the Resources application. Refer to Service Resource Categories Module for more information.
Short Description Configuration — Enter or overwrite the short description of the order item.
Trial Period Configuration — Enter the number of days for a trial period. Refer to the Product Trials Knowledge Base article for more information about trials.
Usage Rules Configuration— Configure usage rules for the order item.

Select the Add Another checkbox to immediately select another product to add to the order.

Click Add when configuration is complete and to add the order item to the draft order.

Topic updated: 05/2024.