Explore Order Management

Topics:

• Notify Store or Warehouse when Orders are Placed
• View, Edit, and Delete All Order Notes in the Operations Portal
• View Inventory Levels When Changing Order Item Warehouse
• Order Entry - Search Products When Changing Order Item Code
• Re-Push Order Tender to the ERP
• Bulk Order PDF Download Options
• Download Order PDF Files in Bulk
• Order Entry - Product Search Options
• Global Customer Comments
• Unit Standard Setting
• Child Line Items
• View & Recalculate Available Inventory on Orders
• Orders - Send Email Alerts Every 5 Minutes if Orders are Not Yet Released to the ERP
• Assigning Guest Orders to a Cash Account
• Orders - Validate Delivery Address via Avalara Before Releasing an Order to the ERP
• Void and Reset Payments in the Portal
• COD Payment Link - ACH / EFT
• Issue a Charge via Credit Card
• Manage Company Payment Methods
• Edit Your Monthly Payment Statement Template
• Company Catalog Price List Download
• COD Payment Link Overview
• Split Payments
• Specify SALE or AUTH When Paying an Order
• Change the Payment Terms on Orders and Cash Quotes
• Checkout - Shipping Methods
• Updating & Removing Add-ons
• Customer Portal - Exclude Orders by Status
• Download Order PDF Files in Bulk by Company
• View and Print Manually Created Invoices
• Add Products from a Catalog to an Order, Cash Quote, or Quote
• Large Price List Downloads
• Setup & Manage Product Lists
• Order Entry in the Operations Portal
• View System Events for Companies, Customers, and Orders
• Configure Countries & States
• Discount Records and Add-ons
• View & Filter by ERP Order Type in Both the Operations Portal & Customer Portal
• Tag and Filter Orders by Sales Rep
• Display Scheduled Delivery Date in the Customer Portal
• Automatically Assigning Guest Orders to a Cash Account
• Order Approval Workflow - Send Notifications Based on Shipto
• Order Approval Workflow
• Orders - Monitoring & Releasing Orders to your ERP
• Receive Order Placed Notifications for Assigned Customer Accounts
• Order Automation in the Operations Portal
• Add, Edit, and Remove Addons on an Order
• View Inventory on Order Items
• Order Settings for Child Items
• Creating Backorders
• Cancel an Order
• Customer Returns - General Flow