Sales Person Account - My Orders

The My Orders section lets your sales team view both current and archived orders of their customers. It also helps them keep track and acquire more details about a particular order that was made by their customers.

Management and retrieval of customer orders is made easy through the section’s Current Customer drop-down menu. The menu displays the list of assigned customers which your sales personnel can choose from. Selecting a customer automatically displays the recent orders made by that particular client.

Searching and Retrieving an Order

The My Orders section contains numerous fields and search filters that will make it easy for your sales team to search, view, and manage the orders of their customers, including:

• Order Number
• Status
• Job Number
• Job Name
• Date Range
• Specific Date
• Date From & To

To search for a particular Order, choose a customer from the Current Customer drop-down menu to access their account. Select the search filter you want to use then press the Search button to process your request.

If you need to change any of the details you typed into the search filters, just click the Clear button to remove any data placed on them and start again.

Once the orders have been retrieved, information about these orders will be displayed in the Order Details form. The section will also enable sales people to save the information provided in PDF or Excel format.