The Order Status section of the O4 Customer Portal provides agency customers with the ability to view shipping information, including tracking, for their orders.
Requirements:
1. Select the Order Status section.
2. Users have the ability to search and filter orders.
- Shipping Updates- search for orders that have recently received shipping information
- Search by PO#- search by the purchase order number
- Search by Project Name- search by the project name associated with the order
- All Manufacturers- search for orders for all manufacturers
- Open Orders- search for orders that do not have the "closed" order status
- My Orders- search for orders that have the login listed as a contact
3. Use to generate the search listing. Note: only 30 transactions will display at a time.
4. Double click an entry to open the transaction.
5. The order detail screen will appear, showing line item information including tracking.
6. Users may export the order by selecting .
7. Users can switch to the Project View by selecting . This will show the quote that the order was converted from.
8. Users may export the quote by selecting .
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