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Order Tracking

Step One

Go to “Customer Service” and select “Customer Management” or “Document Management”.

Order Tracking
Window and Door ERP and CPQ Software

Step Two

Go to confirmed orders, select the order you would like to view and click on “Tracking”.

Step Three

View the status for each item.

Item Status

Confirmed:

Item has been confirmed and has not been added to a production batch.

In Production:

Item has been added to a production batch.

Ready to Ship:

Item has been completed from production and is ready to be shipped.

Delivered:

Item has been delivered.

Invoiced:

Item has been invoiced.

Step Four

To view a detailed status for each item click on “Details”.

Step Five

The detailed view displays the item and each item quantity number status, production start and end date, batch number and warehouse location.

Window and Door ERP and CPQ Software
Window and Door ERP and CPQ Software

Step Six

Manually setting order/item to “ready to ship” status.

It is possible to set an order or an item to “Ready to Ship” status in the order tracking view.

To set an order/item to ready to ship, the order or item status needs to be “In Production”

Setting order to ready to ship status:

In the order tracking view, click on “Ready to Ship”

Step Seven

Click on “Yes” to set order as “Ready to Ship”.

Window and Door ERP and CPQ Software

Step Eight

Setting items to ready to ship status:

In the item detailed tracking view, select the items you would like to set to ready to ship and click on “Ready To Ship”

Step Nine

Click on “Yes” to set items as “Ready to Ship”.