Overview
- Highlights from some new forms to come to Stone Edge.
- NEW: Version 8.006 adds support for AVO and ACS permissions with Stone Edge Security System
- Security System Overview: Security Options – Stone Edge Order Manager
Advanced View Orders (AVO)
Replaces View Orders screen
- Filter options
- Quick filters
- Search by different parameters
- Sort by most recent or oldest order
- Approve and Edit Orders
- Charge payment
- View totals based on filtered records
- Info can be copied to the clipboard
- The bottom displays two sections at a time
- Notes
- Shipping information
- Drop-ship information
- Product information
- Side section with customer options
- More buttons can be programmed as requested.
Advanced Customer Service (ACS)
Replaces Create New Orders and View Customer’s screen.
- Customer Information
- Orders and Quotes
- Transaction and credit data
- Customer-specific notes
- Print address label
- View statements and apply a payment to the account
- Create new orders using selected customer
- Allows edit billing and shipping information
- Add items to order
- Create a payment for the order
- Save or keep it as a quote
- Customers listed based on filter
- Can total information from filtered records
- Info can be copied to the clipboard