Faq - Orders

To accept or decline an order, simply follow the instructions below:

Navigate to My To-Dos > Orders > Order Lists which will be displayed at the bottom of the screen, pending and click on the desired order.

Open

If you would like to see more information about the item, click on its ERP Code, a # followed by a number.

Open

After reviewing all required information, click Reject or Accept

In the Accept Order popup, enter your referral code, if any; and a comment, if necessary.

Just below, you will find the available orders in a list and if you want to Download orders, select it through the selection box and click Download Order.

If you wish to return, after clicking on the respective button, you must inform the reason for the return and include a comment. Finally, click Confirm to complete the action.

If you wish, you can accept multiple orders in the received orders list, select the orders you want to accept and click the link > Accept.

If all selected orders are in Pending Acceptance status, a popup will appear to add a comment and click Confirm.

To archive orders, follow the steps below:

Navigate to My To-Dos > Orders

Select the orders you want to archive and click the Archive Orders link;

The Pop-Up message will be displayed and after confirmation, the order will be archived.

To view archived orders, you must consult them through the Advanced Filter and then select the Show archived orders option and click Filter.

If you wish to unarchive the order, simply select the desired order and click on the link > Undo archive.

The statuses in the orders tab are:

• Returned - Supplier: Returned by Supplier (and available for edits);

• Approved - Waiting accept: New order, whose supplier has not yet accepted;

• Approved - accept: Approver has already accepted;

To accept a follow request, follow the instructions below:

Navigate to My Historic > Follow-Up > scroll down and the list of items will be displayed, locate and click on the desired order.

In the list that will be displayed at the bottom of the screen, locate the desired order and click on the link in the "Code" column.

In the Current Status panel, click + Actions > Accept.

So that it is possible to complete the steps of your order if it has Follow-UP go to My To-Dos > Orders;

After displaying the order list, click on the desired order;

When opening the order, in the Items panel, select the Follow-up tab and click on the Complete step link, to carry out the step the order is in and update to the next step.

If you wish, you can also update the Tracking step of your order in My historic > Follow-up;

Click on the item code and in the Current Situation panel, verify that in the Responsible field your company is designated as responsible for the stage the order is at.

After confirming that your company is responsible for the pending step to be updated, click the +Actions button and complete the step you want to update.