Rubikx Order Entry
Order Entry for Budgets
First, you will need to find the order in Rubikx. Login into the Rubikx backend here and navigate to the Orders page by clicking Orders > Orders at the top of the page.
Once you're on the orders page, make sure all websites are selected by clicking the store selector (building icon) on the top right of the page.
After that, find your order by scrolling through or searching at the top. Once you've found your order, click into it to view the order details. In the order details page, you can view the line items of an order and the payment methods used for an order. The below image shows an example of an order with a budget used, noted by the BUDGETBAL line item.
To find out what billing address we should use for the budget, we are going to first click on the highlighted name in the Customer tab.
After that, we're going to click on the "Budget" tab underneath the user's info. This will help us figure out what budget was used for the order.
Next, we're going to click on the line item of the budget that was used, then click the highlighted name next to "User Budget"
Finally, we're going to click on the highlighted name next to "Budget Template" to go to the budget overview page. This page will tell us key information about the budget used, such as the base amount, expiration date and invoice address.
Once we're on the Budget Template page, we can figure out what billing address to use. If the invoice address field is blank, we can use the default company billing address (found in Settings > Companies). If it's not blank, we can click into the highlighted address and the billing details that we need to enter will show.
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