Booth products added to an order will remain Proforma until a booth is assigned.The typical process for exhibition product orders is:
1. When a exhibitor contract is received, the association will add the XBT "Show" product to the order.
2. If booth requests were included with the contract, the association will add the booth requests to the XBT "Show" order line.
3. When registration is closed and booth assignments begin, the association will add the XBT "Booth Rental" product as a sub-line to the XBT "Show" order.
Booth products added to an order will remain Proforma until a booth is assigned.
4. The association then defines the exhibitor's friends and competitors, product descriptions, and directory information.
5. When booth assignments are finalized, the association will assign the booth to the XBT "Booth Rental" order line.
6. Then, badge information can be defined on the XBT "Booth Rental" order line.
7. If necessary, the association can create a booth share by adding an XBT "Booth Share" product as a sub-line to the XBT "Booth Rental" order line and select the customer that is sharing the booth and defined badge information on the booth share order line.
To access the Order Entry screen to create an order for an exhibition product, perform one of the following:
· From the Home Page, click Add a new order from the Orders section.
· From the Call Center screen, click Create a New Order from the Orders task category.
· On the Start screen, click New Order from the Quick Create task category.
· On the Start screen, click Enter Orders from the Work with Orders task category.
· From the toolbar, select CRM/Orders > Order Entry > Order Entry.
From the Order Entry screen, the first step to creating an exhibition product order is to add the exhibition product to the order. Next, you define the necessary shipping information. Finally, you create a receipt for the order.