Orders

Use the Next Topic and Previous Topic arrows, and ,  in the Navigation Pane of the Knowledge Base to read the topics about the Process Orders screen in sequence. (The buttons are actually white on the black background of the Navigation Pane.)

Contents of this Topic: Show

Overview

Main Menu>Process My Orders>View & Process My Orders

Main Menu>What would you like to do?>Process My Orders*      

 

 

Snapshot - shows an overview of the order; this is the default view when the Process Orders screen is opened

Order - shows order-related actions in the accordion and the order details in the right-hand pane

Items - shows items-related actions in the accordion and  order details in the right-hand pane

Payment - shows payment-related actions and transaction data in the right-hand pane

Shipping - shows more tabs to view packing/tracking information and place drop-ship purchase orders  

Customer - shows customer-related actions in the accordion and billing/shipping information is displayed in the right-hand pane

Notes - a list of order-related notes is displayed in the right-hand pane

Custom - contains links to email the customer and to hide kit parts

 

 

 

Description of the Process Orders Screen

Process Orders: Snapshot view

The Top of the Screen Displays...

The Progress Bar

    1. are all items available to ship?                                         Complete or Incomplete!

    2. has payment been received?                                            Paid in Full, Balance Due! or Credit Due!

    3. has the order been approved?                                           Approved or Unapproved!

    4. have all of the items on the order been shipped?                 Shipped, Nothing Shipped! or Not All Shipped!

Quick Filter Drop-down List

Accordion  

Snapshot

Order

Items

Payment

Shipping

Customer

Notes

Custom

The Lower Left Corner Displays...

Settings Button

Info Button

Help? Button

Additional Information

Configuring Custom Fields

Help

Multi-Order Processor

Quick Filters

Settings

Snapshot

 

Created: 2/17/12

Revised: 5/11/15

Published: 08/19/15