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My Orders

This is a guide to the My Orders page.

Hunter Kelly avatar
Written by Hunter Kelly
Updated over a week ago

This is a guide to the My Orders page.

The My Orders page is where all of “your” orders can be found.

The page is arranged with several tabs with the order #’s displayed below.

All - contains All orders chronologically with the newest first.

Requested- All orders that contain at least one new product request.

On Order - All orders that contain at least one item that is currently “on order” from the manufacturer.

Schedule Delivery - All orders that contain at least one item that is currently “in-stock & Reserved” and is ready to be scheduled for customer delivery.

Pending Delivery - All orders that contain at least one item that is currently scheduled for customer delivery.

Delivered - All orders that contain at least one delivered item.

How to:

As items move through the various stages the Order # will move from left to right through these tabs.

The date filter at the top can be used to filter by order created on a certain date, or within a date range. This filter is most useful on the “All” tab

The search box can be used to search for various pieces of information. Customer info and model number searches are the most common. This search box searches exclusively through your orders and will generate results faster that the main search bar at the top of the page.

Clicking the “House Deal” icon will filter the results to show only orders that have been marked as a house deal and will be excluded from commission payment.

The arrow on the left of each row can be clicked to expand the row. The expanded section will show the items on the order that are currently in that status.

Simply click the order # to open the Order in a new tab.

It is possible for one order # to be on multiple tabs at once. Orders can contain items in various statuses while being processed by the company.

Editors Notes:

This page is designed to help productivity and allow users the ability to carry all their work with them in an organized digital format. We encourage our users to find new ways to use these pages and make themselves more productive. What follows are various methods that are already in use by some of our users.

Many salespeople on carry a laptop with them at all times to maximize their access to their work. Working from home is sometimes not possible depending on the current software situation at their company. With it is easier than ever and we courage salespeople to work together to better build their weekly schedules to take advantage of this freedom.

Companies may in time learn that a more productive salesperson makes for lower costs at the store level. Fewer employees will be needed to manage a store's needs once all users are well trained and taking advantage of all the tools available like the “My Orders” page.

Most salespeople that use no longer print copies of quotes or orders for themselves. This has slashed printing costs for all companies by 50% or more. Quotes or orders are only printed out upon customer request with automated email copies being sent out to every customer. Salespeople have adjusted their technique to maximize the entirely digital format.

The My Orders page reads from left to right aligned with the various stages that inventory can be in when associated with an order. Salespeople have maximized this by focusing on one of these tabs in particular every morning when arriving at work. The “Schedule Delivery” tab is particularly powerful. Items are usually brought into the warehouse in the morning. As the salesman receives inventory scan-in alerts they will call customers that are now ready to receive them for delivery. This pushes items out of the warehouse and frees up their time to focus on new customers shopping in-store. Emptying this tab means that a salesperson has completely caught up with their current customers' delivery needs, and this is a major achievement.

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