POR is added to conformation List to double check with supplier that they are processing the order Customer is sent a review” e-mail 1 day to capture feedback “Please Comment is asked for (Alarm can be set, with defaults set on stock record). Order is taken off Work List if already on it Posting Collections Open existing Delivery/Exchange/Collection and press [New] on order to start new transaction, then select [Collection] type. Any Pending Alarms are deleted POR (Purchase is sent to supplier for action Need for Collection Date is taken off Customer is sent a review” e-mail 1 day later to capture feedback “Please Comment is asked for (Alarm can be set, with defaults set on stock record). Order is taken off Work List if already on it The purchase order e-mail now has a job summary, special instructions, and google maps link: Posting Excess Open existing Delivery/Exchange/Collection and press [New] on order to start new transaction, then select [Excess] type. Residential + Commercial No Account SRI (Invoice with payment) is posted in Exchequer and e-mailed to customer after credit card reconciliation following day Account SIN (Invoice) is posted in Exchequer and e-mailed to customer Notes Notes and Alarms can be viewed for the whole job from any Delivery/Collection/Exchange/Excess transaction: [Add Note] button adds a note, or an alarm. Order Options Menu This is at top right of transaction window Mark Credit Card as Paid By pass credit card validation Unlock All fields Unlock all locked fields For use when control – is required Supplier View Record Open the supplier record for currently selected supplier
POR is added to conformation List to double check with supplier that they are processing the order Customer is sent a “Please review” e-mail 1 day to capture feedback Comment is asked for (Alarm can be set, with defaults set on stock record). Order is taken off Work List if already on it Posting Collections Open existing Delivery/Exchange/Collection and press [New] on order to start new transaction, then select [Collection] type. Any Pending Alarms are deleted POR (Purchase is sent to supplier for action Need for Collection Date is taken off Customer is sent a “Please review” e-mail 1 day later to capture feedback Comment is asked for (Alarm can be set, with defaults set on stock record). Order is taken off Work List if already on it The purchase order e-mail now has a job summary, special instructions, and google maps link: Posting Excess Open existing Delivery/Exchange/Collection and press [New] on order to start new transaction, then select [Excess] type. Residential + Commercial No Account SRI (Invoice with payment) is posted in Exchequer and e-mailed to customer after credit card reconciliation following day Account SIN (Invoice) is posted in Exchequer and e-mailed to customer Notes Notes and Alarms can be viewed for the whole job from any Delivery/Collection/Exchange/Excess transaction: [Add Note] button adds a note, or an alarm. Order Options Menu This is at top right of transaction window Mark Credit Card as Paid By pass credit card validation Unlock All fields Unlock all locked fields – For use when control is required Supplier View Record Open the supplier record for currently selected supplier