Orders

The Nettailer order section will provide you with a list of orders that are ready to be handled. The order list contains useful and detailed information such as the order number, who placed the order, and much more. Once you are ready to start processing your orders, you will first need to click on an order to begin the process. The Nettailer order section also provides you with a comprehensive filter system, should you wish to search for a different order status or filter orders by other means.

USEFUL TIP You can save your search filter settings. On future searches, you can just select a preconfigured search instead of having to select and configure all the filter details every time.

Order statuses

Status	What it means
Order received	Orders which have been received but are waiting to be processed.
Wait finance	Orders which are waiting for confirmation of payment.
Await bank	Orders which are waiting for confirmation of payment.
Payment denied	Orders that have been put together & payment attempted, but payment was unsuccessful.
Processing	Orders that are awaiting dispatch.
Partially dispatched	Orders where some lines have been dispatched, but others have not. This could also mean that some lines have not been fully dispatched (E.G. 5 hard disks ordered, but only 3 dispatched).
Dispatched	Orders which have been completely dispatched, but are not confirmed as delivered.
Delivered	Orders which have been delivered to the customer.
Cancelled	Orders which have been cancelled.

Order administration: Order items tab

When you open an order, you'll see all the items within the order along with the customer's details. The first page displayed is the Order Items tab.

An important feature on this page is the Online Cost Price and Stock Check button (PNA). This tool provides detailed insights into which distributors sell the items in the order. It allows you to make quick, informed decisions by showing essential information, including stock availability, ETA dates, pricing, and profit margins.

Selecting a Distributor and Sending Orders

To proceed, use the dropdown menu next to each product line to select a distributor for ordering the goods. Once selections are made with the chosen distributors, you can click Send Online to transmit the order directly to the distributor for processing.

When using the Send Online functionality, Nettailer will display a confirmation popup to ensure you want to proceed. After confirming, another popup will appear, confirming the order has been sent to the distributor's system to be processed.

Amending Orders

Before sending an order, you can make changes by selecting Log in as Customer to edit the order from the customer's perspective. Once changes are made, click Save & Close to save them.

Order Confirmation and Tracking

After submitting the order to the distributor, Nettailer will store additional details, such as the Order Number, Distributor, and Tracking Information, on the Tab Line within the order.

Status Updates

Nettailer automatically updates the customer via email with changes to the order status throughout the process.

Running under the tabs at the top of the page are several buttons which let you take various actions;

Feature	What it does
Printable order	This button will open a new window with all the order details, so if you need to print a complete copy for filing, use this.
Create & end PO to supplier	This button will send electronic purchase orders to the distributor(s).
Cancel order	This button will mark the order as cancelled. Details will still be stored by Nettailer & can be seen in the back end & also by the customer.
Edit Customer	This button gives you a direct link to modify any of the customer information (for example, the customer calls up after placing the order as they have entered an incorrect contact number).
Export	This button will export the order. This will only work if you have correctly set up an export for orders in Exports.
Log in as user	You will be logged in as the user that placed the order.
Log in as customer	You will be logged in as the customer's default user.

If a product is not in stock, you can choose to order from a distributor and deliver to the client at a later date if the client accepts these terms, or you can cancel the current order line by logging in as a customer (see section log in as a customer)

Order administration: Order Lines

Underneath each button described above, there is a table of the lines you will see on the order. What columns you want to be visible can be set under Setting > Admin setting.

Feature	What it does
Articleno	Shows the part number of the item. Clicking the part number will show you the product details. On the product details screen, you can click 'Show product in store' to view the product information in your storefront.
Quantity	Shows how many of the products on the line have been ordered. If you need to change the quantity, you can do. Remember to click 'Apply' after you've modified the quantity, or it won't be saved.
Purchase price	Shows the purchase price of the product at the time it was ordered from the chosen distributor.
Cost price	Shows the actual cost price available to you as it will be influenced by the 'price logic' that's been selected in cost price strategies.
Discount ADD-ON	Shows the discount on the product.
Sales price inc	Shows the price the customer paid per unit, including VAT.
Total inc	Shows the price the customer paid for the entire line (I.E. (Price inc) X (Quantity)) including VAT.
Price ex	Shows the price the customer paid per unit, excluding VAT.
Total ex	Shows the price the customer paid for the entire line (I.E. (Price inc) X (Quantity)) excluding VAT.
Margin	Shows the margin made on this line (I.E. ((Price ex) - (In price)) X (Quantity)). This is exclusive of VAT.
Ratio	Shows the margin in percentage.
Status	Shows the status of the individual line.
Supplier	Let's you pick which distributor to order the product from. If the purchase order has already been sent to the distributor, this will show who the product was ordered from.
Is marked for return	Select if the customer wants to return the product.
Split	Use this button if you want to split the order line and send purchase orders to two different suppliers. This is useful if one supplier has limited stock and the ordered quantity is higher than this stock value.
New row	Use this button if you want to add a small order fee or charge for the chosen payment method.

Order administration: Online cost price and stock check

Below the order lines and to the left you find the PNA check button. Click this to look for the most current distributor stock levels & prices. Always do this before picking the distributors & sending the order online.

Order administration: Bottom bar

At the bottom of the order page, you find different tabs.

Feature	What it does
Purchase orders	This tab shows all the purchase orders which have been created for the order lines. Click a PO to see the details.
Invoices	This tab shows all the customer invoices that have been created for the order. Click an invoice to see the details.
Returns	This tab shows all the RMAs which have been created for the order. Click an RMA to see the details.
Import logs	This tab shows all the imports that have been done on the order.
Attest log	This tab shows the different attests on the order, if there have been any.
Email	This tab shows all the emails sent out on the order.
Export logs	This tab shows all the individual exports for the order.

Order item editor

When you click on the product article number, you can access more information. In this editor, you are able to change multiple fields, such as custom bid, cost price, extrinsic fields, and business area.

Feature	What it does
Articleno	The part number of the item, which is a unique identifier that will be the same across all suppliers.
SKU	The Stock Keeping Unit number, another unique identifier that is often used for inventory management and may be different from each supplier. The one used here will be using the supplier used to fulfil this order or be determined by the store.
Name	The name of the product.
Qty	The quantity of this specific product that has been ordered.
Sales price	The selling price of the product to the customer.
Total	The total cost of the product line, which is typically the sales price multiplied by the quantity.
Status	The current status of the order item,
Line ID	A unique identifier for the specific line item within the order.
Bid id	If a bid process is involved, this field shows the ID of the bid related to the product.
Bid used	Indicates the specific bid ID that was applied to this order item.
From quote	Shows which quote ID this product is connected to.
Custom bid ADD-ON	A customer value for a bid can be added in the editor (TD Synnex Only).
Supplier comments ADD-ON	Text field for comments that you want to send to the supplier. Not supported by every supplier.
Supplier price	The imported purchase price from the supplier.
Purchase price	Not all suppliers can or will accept purchase orders with modified purchase prices. Set this value to 0 to reset
Cost price	In this field, you can set your own cost price.
Sales price	Field for editing the selling price of the product to the customer.
ETA Date	Estimated date for delivery of the product.
Extrinsic fields ADD-ON	Choose your created extrinsic field to set a value.
Business area ADD-ON	In this field, you can select which business area to use for this order item.

Order tab

Click on the Order tab to ensure you have the correct order information.

Here you can change the status of the entire order at any time, which updates all the order lines and shows any comments from customers.

The comment field allows you to communicate with customers should you need to request further information or inform them of a delay or any changes.

If you send an order directly from the system to a distributor, Nettailer will take care of the admin acknowledgement by sending all customers an email containing a “clickable link” to their orders. The customer can also view all this information once they have logged in under the resources tab.

Feature	What it does
Order number	Shows the Order number - this is unique to your store.
Internal Order Number	Shows the Internal Order number - this is a unique identifier for the entire Netset ecosystem.
Order source	Shows if the order has been imported or placed in the store manually.
External order number	Shows (and allows changes to) the external order number. This can be specified by the customer.
External order reference	Shows (and allows changes to) the external order reference. This can be specified by the customer.
Status	Shows (and allows changes to) the order status.
Don't send email to customer when the order is saved	Select this if the customer doesn't want (or if you don't want the customer to get) email updates throughout the order process.
Send a new order receipt when the order is saved	Select this if you want to send a new order receipt to the customer after the order has been saved.
IP Address	A permanent record of the customers IP address.
Order date	A permanent record of the time & date the order was placed.
Changed date	The time & date of the last change made to the order.
Desired delivery date	The date the customer would like the goods delivered.
Ordered by	The name of who placed the order.
Approved by	If the order went through an approval process, who approved it.
Sales person	The name of the account manager.
Total	Total value for all order lines & delivery, including VAT.
Total ex	Total value for all order lines & delivery, excluding VAT.
Currency	What currency the order was placed in.
Allow partial delivery	Whether the customer is willing to accept multiple partial deliveries, or not.
Register with the customer's contact information	Use this if you want the order to be registered with the customer's contact information at the supplier.
Invoiced	This will show if the order has been invoiced or not.

Customer info

Feature	What it does
Customer contact	The name of the customer.
Customer ref	If the customer has entered a customer reference for the order, it will show here.
Invoice reference	If the customer has entered an invoice reference for the order, it will show here.
Shipment reference	If the customer has entered a general reference for the order, it will show here.
User	Displays the customer ID number.
Nettailer-customer ID	The Nettailer ID for the customer. This is unique within Netset.
Customer no.	The customers account number.

Comments

There may be occasions when you need to communicate with customers regarding changes or amendments to their order after it has been placed. Any comments entered into this field will be emailed to the customer and stored against the order, along with a timestamp for reference.

Internal communication

Any comments entered into this field will be stored against the order for re-seller administrators only.

Terms & Conditions

Feature	What it does
Delivery option	Shows the delivery method that's been chosen.
Payment option	Shows the payment method that's been chosen.
Paid	Shows if the order has been paid for.

Packages

When a package has been shipped, you can enter the consignment number & select which courier it's been shipped with. This will email the customer with details & a tracking link.

To set up a courier, go to Shipping & delivery > Carriers.

Contact info tab

This tab shows the contact information for the order and lets you make changes if necessary.

Data added to these fields can not exceed the character limits set in the Form editor