Configure Order Management

Topics:

• Update Product Lists Item Details by Import
• View & Edit Order Item Purchase Order & External Purchase Order Numbers
• Create a Product List From an Order
• Edit or Remove a Product List
• View Product Details During Order/Cash Quote/Quote Entry and Price Checking
• Export All Customer Product Lists at Once
• Capture Credit Card Signature on an Order
• Add Products to a Product List Manually
• View User Fields on Product Lists
• Export Product Lists Assigned to a Company
• Create Return Reasons
• Notify when Customer Submits Return
• Manually Create a Product List
• Sort Product Lists by Company ID & Customer ID
• Edit and Remove Products from a Product List
• Create a Company Product List by Import
• Show Proof of Delivery when Generating PDFs (Single Order)
• Show Proof of Delivery when Generating PDFs (Multiple Orders)
• Attaching Files to Orders
• Delete Customer File from an Order
• Exclude Orders by Status in the Customer Portal
• View Product Purchase History During Order Entry
• Automatically Assign Guest Orders to a Customer Account
• Setting up Additional Charges for Quotes, Cash Quotes, and Orders
• Download Order PDF Files in Bulk by Company
• Commenting On Orders
• Issue a Refund on an Order
• Hide Orders Using the Customer Status
• Customize Customer Order Status Values
• Subscribe Employees to Receive Notification when Customer Submits Return
• Update Cash Quotes and Orders as Non-Taxable
• Update Payment Terms on Orders and Cash Quotes
• View Inventory Levels When Changing Order Item Warehouse
• Display ERP Quotes in the Customer Portal
• Setting Pricing Warehouse