You might want to check the status of one or more Orders or Payments
on a daily, weekly, or as-needed basis. This is visible on the Orders Manager
page in the Administration module.
Note: You can also view a summary of
Payments on the Payment Manager page, accessed from the Accounting accordion
menu.
In the Main accordion menu, select Orders Manager to
view the Orders Manager.
The Order Manager page shows six summary
sections of Order Information:
- Order Summary includes the following:
- Alerted Orders
- Orders Waiting Completion
- Orders Waiting Authorization
- Orders Waiting Approval
- Orders Waiting Allocation
- Orders Waiting Fulfillment
- Unreconciled Orders
- A New Order link that lets you create a new Sales Order.
- Payment Summary includes the following:
- Alerted Payments
- Unattached Payments
- Orphaned Payments
- Payments Waiting Authorization
- Payments Waiting Allocation
- Payments Waiting Capture
- Payments Waiting Application
- A New Payment link that lets you create a new Payment.
- Order Maintenance to select an Order maintenance action from the
Action drop-down menu. For example, Clear old credit card
numbers.
- Accounts Receivable Overview to view orders that are in Accounts
Receivable status over a specified period of time. Available time periods in
the Overview include:
- 0-30 Days
- 31-60 Days
- 61-90 Days
- 91-120 Days
- More than 120 Days
- Total
- Quick Sales Overview provides a quick status of sales completed
today, yesterday, this month, last month, this year, or last year. You can
also capture a Sales Summary by Item for a selected date and display that
summary in PDF or Excel spreadsheet format.
- 7 Day Overview provides a graphic depiction of sales for the past 7
days (including the current day).