Add item to a sales order and send a payment link

Add an item to the sales order, send a payment link, order confirmation and create a purchase order.

Step 1
Go to the Sales Order that should be changed

Step 2
Under the “Sales order”-tab; click “modify”



Step 3
Find the item number for the item you would like to add by going to Bolia.com to copy the item number as marked below


(You can also find the item number by following the Search for items guideline)

Step 4
Click “Add line”




Step 5
Paste the item number in the field “item number”



Step 6
Change the quantity if needed



Step 7
Click “Bolia” and “Update delivery details”


Step 8
Choose “handling type” depending on what the customer prefers




Step 9
Click 'Calculate'




Step 10
Choose the preferred pick up/delivery date in the field “Select time range” and click “OK”
(You should not change the date/time anywhere else)




Step 11
Make sure you have the correct warehouse, handling type, delivery date and time range on the item line




Step 12
If discount is needed your SM and ASM can add that by following the “Add discount guideline”

Step 13
Click “Send payment link” under the “Bolia”-tab



Step 14
The “Change card amount for customer” will automatically be filled in with the balance. Click “OK”

The customer will now add their credit card information through the link and be withdrawn for the missing amount. The payment will usually be registered within a few minutes.


Step 15
When the payment is registered go to ‘Bolia’ and click ‘Create purchase order’.




Step 16
Now you need to make sure the sales order is not in “modify-mode” by clicking “complete”.
(If the “complete”-button is not visible, you are no longer in “modify-mode” and can proceed to step 18)




Step 17
The “Balance”-field should now be “0,00” and you can click “Submit & Confirm”.

The new order confirmation will now be sent automatically to the customer.



Step 18 
Make sure the items ordered has a check mark



You have now added an item to the sales order, sent a payment link, order confirmation and created a
purchase order :-D