(iNet 1.0 users only)
The following are some tips to help you identify and review the OrderPro or e-Store transactions that your customers have generated. Click one of the following to take you to the procedure steps:
Reviewing OrderPro Quotes and Orders
Reviewing OrderPro Quotes and Orders
OrderPro documents have the following codes in the Codes field on the header screen of Point-of-Sale (POS). These codes will help you identify iNet quotes and orders so you can review them.
Orders and submitted quotes have an S in the fourth position of the Codes field. Once a submitted quote has been reviewed by your store, you should change the S to an R and click Change. Once you have done so, the contractor will see the word "Reviewed" next to the quote.
Saved quotes have a C in the first position of the Codes field. A contractor will save a quote rather than submit it if he or she plans to work on the quote over the course of several days or longer. Once the contractor has finished the quote, he or she submits it by clicking the Submit button. Once the quote has been submitted, the contractor can no longer change it.
Use the Orders Viewer in POS to view OrderPro quotes and orders. To view OrderPro quotes, choose "X" in the "Type" field in the POS document viewer. To view OrderPro orders, choose "W" in that field.
Make any necessary changes to iNet orders (modify line items, delete items, add items, etc). Click here for more information.
e-Store orders have an S in the 4th (most right) codes position in POS. Use the Orders Viewer in POS to view e-Store orders by choosing "Z" in the "Type" field.
Make any necessary changes to e-Store orders (modify line items, delete items, add items, etc). Click here for more information.
If desired, you can review the customer's profile (name, address, credit card information, etc.) by displaying the e-Store Detail Information window. With the order displayed on the POS Header screen, click Menu, and then click e-Store Information.