How to Create a Sales OrderUpdated a year ago

Preliminary Checks

1. Warranty Replacement or Exchange:
   • Confirm the original item being replaced has been received by checking the RMA status. It should show as "Pending Refund".
   • Ensure that neither a replacement nor a refund has been processed before proceeding.
2. Reshipment for RTS, Lost Package, Missing Items, etc.:
   • Ensure that the corresponding processes or approvals have been followed and documented accordingly.

Sales Order Creation

1. Click the button with the ‘+' symbol and select “Sales Order".

Complete the Following Sections

Primary Information

• Custom Form: The form will autopopulate to the Sales Orders - Therabody - Standard Sales Order. It is extremely important that the correct form is selected.
• Customer: Select the appropriate account.
  • Third-Party Retail Purchase, Gift, or Therabody Reset/Retailer Store Account:
    • 1998689274 ANZ B2C - Warranty Processing
    • 1998689278 Canada B2C - Warranty Processing
    • 1998689282 EMEA International B2C - Warranty Processing
    • 1998689288 UK International B2C - Warranty Processing
    • 1998689290 US B2C - Warranty Processing
  • Dotcom Purchase (Therabody.com or Amazon.com):
    • theragun-anz: Moduslink Australia B2C
    • theragun-uk: Moduslink JCS INTL B2C Orders
    • theragun-eu: Moduslink Venray B2C
    • theragun-us: TelAdvance
    • theragun-ca: Paragon Bay Warehouse (TIL)
  • Amazon Orders: Select the “Amazon” account by typing in “Amazon” followed by the country/region (us, ca, uk, anz, de, fr, es...).
• PO#: Enter the order number being replaced, including a '-#' to indicate the replacement order (e.g., US2388888812345-R001 for the first replacement).
  • If the order was purchased from a retailer, use the retailer's order number. If unavailable, use the Case number related to the request.

Classification

• Return Authorization Type: Select if appropriate.
• Return Reason: Select if appropriate.

Sublists

• Item:
  • Enter the SKU of the item being replaced.
  • While still on the item line, scroll to the right and select the following:
    • Location: Select the warehouse where the item will be shipped.
    • Discount Reason: Select the appropriate option from the dropdown.
  • Click ‘Add’.
  • Repeat the process above until all items being replaced have been added to the Sales Order.
• Under ‘Discount Item’, select Warranty: B2C Customer NEW - This is specifically for zeroing out replacement (SO).
• Under ‘Rate’, enter “–100%”.

Shipping

• Shipping Method:
  • US Shipments: FedEx Home Delivery.
    • If expedited shipping is necessary, select ‘FedEx 2 Day’ and reach out to the warehouse requesting that the shipment is expedited.
  • CA, EU, UK, ANZ Shipments: Standard.
• Ship to Select:
  • Hover over the dropdown box and select the ‘+’ to enter the customer’s shipping information in the new pop-up window.
  • Label: Customer Name & Last Name.
  • Addressee: Customer Name & Last Name.
  • Attention: Customer Name & Last Name.
  • Phone.
  • Address 1: Building or house number and street name.
  • Address 2: If applicable, secondary address information such as numbers for apartments, suites, PO Boxes, etc.
  • City: Fill it in for all locales.
  • State: Fill it in for US, CA, and ANZ only.
    • If an EU/UK Sales Order contains this information, the order won't flow correctly.
  • Zip Code.
  • Email Address.

Billing

• Hover over the dropdown box and select the ‘+’ to enter the customer’s billing information in the new pop-up window.
• Label: Customer Name & Last Name.
• Addressee: Customer Name & Last Name.
• Attention: Customer Name & Last Name.
• Phone.
• Address 1: Building or house number and street name.
• Address 2: If applicable, secondary address information such as numbers for apartments, suites, PO Boxes, etc.
• City: Fill it in for all locales.
• State: Fill it in for US, CA, and ANZ only.
  • If an EU/UK Sales Order contains this information, the order won't flow correctly.
• Zip Code.
• Email Address.

Note: When entering an EU, UK, or ANZ address, it can be entered in the box by selecting the ‘Override’ checkbox.

Final Check and Save

1. Double-check all input details on the Sales Order.
2. Click 'Save' once satisfied with the accuracy of the information.