Processing Order Confirmations
While a order is being processed, until confirmed you will be sent a notification email with details of the pending order. You have the ability to edit if you would like to receive this notification and choose other options of the status of notification. At any point this maybe edited, this is a quick guide on Processing order notifications. To access these Processing Order options log onto the Management portal, navigate to 'Pricelists' down the left column, select your supplier, navigate to 'Order Processing' and you will see the following options available.

Sales Order Processing
You can select the Default Sales Order State to be 'Submit for Processing' or 'Hold as Draft' and the email to where the notification will go.
Goods Return / Credit Order Processing
Credit Order export method has three options to edit, you can be notified of your Credit order via; Email, Export, ScanPack then Export. The address where Credit order confirmations is also editable here.
Purchase Order Processing
What contact details are shown on the Purchase order (Whether it be Company, Sales Rep or both), Product line sorting (eg. name, code or category) and the export method.
Recent Articles
Management Portal - Adding a Pricing Rule Walk Through Video
Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...
Performing a Hard Reset on an iPad
Adding a Favourites List to a Retailer
In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...
Accessing and Managing Favourites Lists
In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...
Creating Bespoke Favorites Lists for a Contact
In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...