When using a new system, it's essential to understand what you're looking at. We've designed each view to be packed with valuable information, allowing you to gather everything you need at a glance without jumping around the platform - Let's dive into an active order and see what we've got!
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OK! this is an order with various delivery options for each item. Let's get closer..

First, we're going to learn about reading all of the icons and symbols you see here!

this is the Check Stock Icon. After an order is paid, this will be your next step, locating the stock!

This is what you see when you click it!

You can search for stock by location.

If there is availability,

You can reserve it!

If you want to see the other orders where this item is already reserved,

View the Orders!

and here they are.

If there are none available,

You can request it to be ordered.

The default is to get it ordered and in house as soon as possible.

If you're customer doesn't need it right away, it's a good idea to convey this to your inventory manager to avoid loading up your warehouse with inventory that will sit for possibly months. So just choose Select Date and pick the date on the calendar that your customer needs to pick it up.

Once you have requested an item, and it has not yet been ordered

You will notice a number below the check stock icon. The number indicates the quantity of items has been requested to be ordered.

this is the on order icon!! This status will reflect after your inventory manager places this item on order with the manufacturer, notice that is also displays that quantity number

when you click it, this is what you will see

Notice that while it has an ETA, there is no warehouse arrival date. This feature is used when your inventory manager has solid confirmation that the item is moving and truly expected, for example, they get notice that the whirpool shipment has left and the truck is in route with an updated ETA, then it would reflect that date here!

this is the reserved icon! this indicates that the item has been received in house and has been reserved to your order.

this is what you will see when you click it

Notice you can add a serial number here, our system is designed to assign serial numbers when they are scanned out for shipping. However, if you have an error in the warehouse and this does not happen. It can be added here.

when you are ready to schedule delivery, first choose your delivery method. this is the provider

and then the delivery date.

Pro Tip! It's a good idea to wait until all items on an order are in before you schedule delivery with your customer. One and done, am I right?!

Once you have scheduled delivery, notice your line item has disappeared. This is because it is no longer open,

it lives under the scheduled tab!

See! here she is!

Check THIS out!- If you need to change a scheduled deivery, just drop down the status and change it to open. Then you can choose another delivery date!

Notice, once the delivery has been scheduled that the abbreviation for the delivery provider displays under the warehouse?

This is the in transit icon! this status will reflect as soon as the item is scanned out of the warehouse.

This is what you see when you click it!

Notice right at the top, the active customer delivery link is posted. Your customer was already sent this link, but if they can't find it you can easily copy it and send it again. Also, you can follow the link yourself!

this is the view from the link, there is all kinds of information here and it will update in real time as it progresses through the delivery process!

As the delivery progresses, the order is updated in real time! You will have additional information in the drop down here!

Once the stop has been completed and all items delivered, you will also have the pre and post installation photos that were loaded up by the driver, as well as the customers signature!

PRO TIP!!!

You can add photos here !!!

and here !!!!!

This is your delivered icon! it reflects that the items have been successfully delivered. This will reflect immediately after the driver has left the delivery location.

This will be your view on the order, all of the other icons are removed and the delivery details are displayed! Notice when you hover over the house, you can easily see the delivery date.

Still with me over there?! I'll try to jazz it up a bit

OK!!!!!! BACK TO BUSINESS!!

Alrighty! See these little icons at the beginning of the line item rows? These specify the type of fulfilment that was selected for each item.

Super Simple! the truck is local delivery only,

The truck and wrench, you guessed it - local delivery and install.

The dolly... yep, thats pickup at the store!

And everyones favorite, the customer is unsure! Now let's see all of the options inside each of these, from an order..

Local delivery only...

Under this category, you have all of the options your company offers. These you see listed here are standard: Full Service, Inside Delivery and Drop-off. Each have their own descriptions and costs specified so you are never unsure of what you are offering your customer as you designated their delivery.

Local Delivery and Install..

These options will be specified to the actual item and what additional services might be offered for them -- See here-- it's a fridge -- so you might have install options such as adding a water line or door reversal, each with price delineations. On a dishwasher you might have a long hose option or maybe you have a certified natural gas installer, but it will come with an added cost!

this is your haul away option, depending on how your company wishes to charge for this service, your display here might vary -- for this example - you choose the number of items to be removed from the property,

and enter a per piece price

and your total haul away charge is posted here!

OK!! pickup!

nothing to cryptic here -- this is simply stating that your customer will be coming in to pick up the item themselves - typically there's no cost here - you just specify what location they will be picking up from

Lastly - your Customers Not sure

So - this option is only ever chosen when at the time of placing the order, the customer just didn't know how they wanted to handle fulfilment. If this option is not updated before the item gets to the warehouse, the salesperson will be notified upon arrival so they can reach back out to their customer and update the fulfilment on the order.

To do that - you just hop to the order and you can clearly see that the item is reserved - however the icon is not highlighted - indicating their is an issue -

just drop down the item detail with the arrow here -

and click the edit pencil next to change fulfilment type

and your back at this familiar screen !! - so - just select the updated fulfilment type!

Alright !! Time to go to your happy place and process all that juicy info !! Let me know if you have any questions !!

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