Configuration+ | Sales Order Lookup

Problem: Sales reps often get inquiries from customers on the status of the order. While they can search quotes, this doesn't always guarantee the correct order(s) will be found.

Solution: The rep could always transfer their customer down to the order management or shipping department. But with a few power configurations, sales users can look up the order themselves.

Add Order link to the Sales Dashboard

asn_order_link (115K)

Link Calls Order Status Search page

Rep can search by order number, customer name, PO, or quote number.

ont_order_search (103K)

View Order, Delivery, and Invoice Details

From search results, desired order information can be viewed in detail.

ont_order_detail (152K)

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