All orders that come your way from your dealers, you will be able to see in your part of the app. To select orders easily and find those you’re looking for fast, you can filter them by retailer, price, status, purchase order number, and vendor order number.
View and Edit Orders
To view and edit an order, click on the edit icon in the Orders table, as shown in the image below.
Change Order Status and Give Dates
To change order status or give delivery dates to your dealers, you can edit the Order form. The edited dates will be visible on the calendar page on the retailer side of the app.
Review Orders
To review an order, scroll down to the bottom of the page. Here you can see all the details regarding an order you received, such as cabinet style, whether ordered cabinets are assembled or knocked down, etc.
You can also use the ability to select returning payments from your dealers as a credit or a refund. This can be done when a dealer cancels their order and only after the order is paid.
When canceling an order that has payments, you will be presented with a modal dialog where you can select the appropriate option.