The Header & Ship-To Section on the Main Order Entry Page

Depending on how your portal has been configured, the Header Info and Ship To sections either do or do not appear by default. 

You can toggle showing and hiding those sections by clicking "Show Header" or "Hide Header".

Tip: Crik-IT administrators can automatically configure this for each user from the Tools tab, Maintain Permissions page, in the Order Entry Permissions section.

Header Fields 

• Req Ship Date: This is the requested ship date. It will appear on the order form as well. 

• Customer Reference: This can be used to enter a customer's reference number, such as a PO number. Any value entered in this field will appear on the order form and in QuickBooks: 
  • QuickBooks Online: in the Memo field.
  • QuickBooks Desktop: as an extra line item.  

• Customer Info: This is an optional field where you can record info about the customer.  If there is a standard order set up for this customer, this field will default to the Customer Info from the standard order. (add link when available)

• Notes: This is an optional field where you can enter notes about this order. 

• Order Contact Info: These three fields will default to the name, phone, and email address for the user entering the order.  Or, if you have set up a default contact name, phone, and email address to use on orders (from the Settings link), that info will be used instead.

Ship To Fields

• If a Crik-IT order doesn't have a ship-to address, it cannot be submitted. 

• Ship To: You can select a pre-defined ship-to address from the ship-to drop-down, or you can manually enter a ship-to address here. Click here to learn how to set up Ship To addresses that will show in the drop-down. 

• Ship Via: This is an optional field where you can select a preferred Ship Via method. You can add your preferred shipping methods through Maintain Dropdown Values in the Tools tab.

Questions? We're here to help! Please reach out to us at support@crik-it.com.