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TC-07226 : Create a Sales Order for Store Pickup
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Process Area : Store Ops
Steps To Execute
Login as: Kimray - Field Service Technician Kimray - Customer Support Specialist Kimray - Customer Support Specialist - Intl Kimray - Repair Tech Kimray - Sales & Services Manager Kimray - Service Supervisor Step 1. Navigate to Opportunities>Transactions>Sales Orders>New Step 2. Fill out the Sales Order required fields, Customer, Date, Location, Items, etc Step 3. Do not fill out any shipping information Step 4. On each item on the SO to be included in the pickup change the fulfillment choice to "Store Pickup" and the location to the approprite pickup location Step 3. Review Sales Order for accuracy Step 4. Click Save Change Shipping Carrier to "FEDEX/More". Change Shipping Method to "In-Store Pickup"
Expected Results
Sales Order should successfully save. The workflow should change the Ship-To Address to the store location address. The SO PDF should display the Customer Name in the Ship To address with the Kimray store location's address.