Acknowledging Web Orders

Acknowledging Web Orders

If you have a website on the AIM Tech Suite all orders placed on it will connect to your Order Management platform. For sites that are inquiry only, these orders will appear as Quotes. For websites set for eCommerce, orders will be Sales Orders. In both cases, you will find a notification on your order management dashboard notifying you of the pending order. Let’s use a Web Sales Order as our example.

1. To see all new web orders navigate to 'Projects', then 'Sales Orders'.

Screenshot 1

2. Once on the Sales Orders Overview page, you will find a checkbox for New Web Orders. Select this to only see Sales Orders from your website that you have not acknowledged.

Screenshot 2

3. In order to remove the order notification from your dashboard, we must mark the project as acknowledged. You can do this at whatever time makes the most sense for your process in regards to the orders.
To acknowledge web orders you will first want to open the Project from the previous page. On the Project Overview, locate the Edit button in the upper right corner and select it.

Screenshot 3

4. You will now be able to Acknowledge the Web Order by checking the box and saving the project. This will remove the notification on your dashboard.

Screenshot 4

Last updated: June 12, 2020

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