Overview

An order is of no use if we don't know about it.  Whenever an order is successfully accepted within OctEportal, a record appears in the list.  This process within OctEportal looks at how we are notified about orders, and how we deal with them so that the customer gets the goods or services they purchased. 

Managing the Sales Orders Process

By default no one other than the administrator will be able to view or edit Sales Orders.  To set the required permissions we recommend that you:

1. Set up a 'Sales Order Processor' Role
2. Assign specified users to this role
3. Modify the Sales Order module Role Settings. 

For more information on how to do this see Setting Sales Order Module Permissions

Handling Sales Orders

Log in with Sales Order Processor permissions 

Open the page where you handle Sales Orders

A list of your outstanding sales orders will be displayed in ASCENDING date order (i.e. oldest first)

By default only the orders ready for delivery will be shown.

Reporting on Sales Orders

OctEportal provides three summarised lists.  They are:

• Orders Ready for Delivery - ones which need the goods sending to customers
• Payment problems - ones where you need to follow up payments, and
• Find Orders - general search through your orders using the filter you have chosen (on Ready

Select the relevant link and click

You can print the report as a PDF file which will be sorted in one fo the following orders:

Search Orders

Click Find Orders.  Enter any relevant details and date range and then click

Individual Order Processing

Edit an Order:  For more information go to Order Details

Edit a Delivery: For more information see Order Deilvery

 Setting Associated Sales Order Pages

On the Sales Order page, RIGHT Click the Edit pencil on the Sales Order menu

Select Options

Note: the associated delivery and order details pages must have their own sales order modules

Set any associated pages for the Order Detail, and Deliveries respectively and click

Setting Sales Order Module Permissions

1: Set up Sales Order Processor Role

Login as Administrator

Select Security Roles from the Admin menu

Add a 'Order Processor' Security Role - see Security Roles for more information

2: Assign Specific Users to this Role

Click  to open the user assignment window

Locate a relevant User from the User Names and click Update. 

Repeat for each relevant user

Click Cancel to close the form

Click  to save the role and associated users

The role should now appears in the list of all roles

3: Setting up the Sales Order Module

Go to the page where you want the sales orders to be processed.  If there is no module then

Add a Sales order module: Select Sales Order Processing from the list of Modules,  and click Add Module.

A list of your outstanding sales orders will be displayed in ASCENDING date order (i.e. oldest first)

Edit the Module settings: RIGHT click the edit pencil for the module and select Edit Module.

Locate the Role Settings options and Asign the Order Processor to the Viewer and Edit panes  For more information on this see Module Options