The Order Status Section

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:

• The manufacturer must be set up for the O4 Customer Portal

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 .