Online Order Processing

 

• Go to AWM Manage Page

 

• Click Online Order

 

 

• Work on the “To Be Recorded Orders” (Orange)
• Check the Payment, Payment Receipt, and Payment Message

 

 

 

• Verify the Status is in “Order Paid-To Be Recorded” and Click MYOB Customer

         

• Once you click MYOB Customer this screen will show, if the customer has no existing account with u

 

• If the customer is an existing customer, Choose the customer account on file (Verify all information are the same) Do not create another account for the customer

 

• Fill up the necessary field and click Save

• You will now see that the customer has an account in MYOB

       

• Click “MYOB INVOICE

     

• The screen will show details for the order. Verify all information are the same. (prices and number of items item description)

 

    

• Verify stocks are available

• Change the Promise date to the next day that we are on the area
• Click the Invoice date to today’s date (if you did not fill this up, it will default to  today’s date)

 

     

• If you want to change the delivery date you can change it and select for the Next Date we cover the area

         

• Click Override Date for any days we do not cover the area or for Urgent Delivery and choose the applicable date and click Yes

     

        

• Change the Sales Person name to your name

 

        

• Add notes if there are special delivery instructions.
  • Make sure to follow the standard note procedure:

        WHO: Name of the person you talked to
        HOW: How you contacted them( or how they contacted us)
        WHAT: What they wanted
        WHY: The reason why they wanted it
        WHEN: Date of Contact
        WHO: Your Initials

• Click Create Invoice for new customer if the stock is available and the order was paid.  For existing customers we can invoice them.

 

        

• Click Create Order if stocks are  not available or still waiting for payment

 

        

• To apply the payment on the invoice click 'YES"

 

       

• Click close to close the pop up box

             

• Click the Invoice Number Created (this will open the AWM Manage Customer Search page

          

 

    

• Click on the invoice number to print the invoice

      

• Click the print icon on the invoice page

 

    
 

•  Choose Transport Printer (print 2 copies)

• Send an Email to the Customer informing them that order has been processed and provide  the delivery date.

 

• Send a chat on Despatch Chat room with the Name of the customer and order number also inform them that the invoice was printed and an email was sent

• Change the status on online order page to “Product Paid not Picked"

     

•  Go to Trello and Add the order of the customer. https://trello.com/b/YMnfBBY8/transport-and-despatch