Orders
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Order statuses
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;
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.
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.
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.
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.
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.
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
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
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
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