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
All	Every order irrespective of what status it has.
Uncommitted	Orders where user didn't complete checkout.
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 items

The orders section is the first page you will see from the admin section when you are logged in as a store administrator. To view your orders pending in the store you will first of all need to click on “orders”. Once you have clicked onto an order you will be able to see all the items within the order and the customer content.

For those of you that use more than one distributor you can click on the online quantity in stock button which will provide you with information on which distributors sell the items within each order placed. This feature will allow you to make quick and informed business decisions on where to order items from as you will know if the items are in stock, the ETA date, the price and your margin.

The next step of the order process would be to use the drop down box next to each product line within the order and select a distributor to order the goods from. Once you have completed this process and providing you have a credit account with your integrated distributors you can now select “send online”. This will send your order direct to the distributors you have selected for processing. If you do not have a credit account or the distributor does not provide an online XML version you will need to place the order manually and directly with the distributors.

If you have sent your order / orders by using the “send order online” functionality, Nettailer will display a pop up box in the centre of your screen to confirm if you want to send the order. Once you have confirmed to send the Nettailer system will show you a confirmation pop up box that the order has been sent to the distributors EDI system.

If you need to amend an order you can do this up before you send the order. You can select “log in as customer” and amend the order as if you were the customer. Once you have processed an order you can save changes by clicking “Save & Close” Once you have submitted the order at distributor level further information such as the “Order Number”, “Distributor”, Tracking” etc will be stored on the Tab line and added to the order.

Throughout the order process the order status changes; Nettailer will update the customer with the status of their order by email.

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

Feature	What it does
Printable order	This link will open a new window with all the order details, so if you need to print a complete copy for filing - use this.
Send order online	This link will send electronic purchase orders to the distributor/s.
Cancel order	This link 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 link 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 link will export the order. This will only work if you have correctly set up an export for orders in Exports.
Log in as customer	This link gives you a quick easy way to log in as the customer.

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)

Underneath each red link is a table of the lines you will see on the order.

Feature	What it does
Part number	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.
In price	Shows the cost price of the product at the time it was ordered. This may not be the actual cost price available to you as it will be influenced by the 'In price Logic' that's been selected in Settings.
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.
Status	Shows the status of the individual line.
Distributor	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.
Online quantity in stock	Click this to look for the most current distributor stock levels & prices. Always do this before picking the distributors & sending the order online.

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 invoices which 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.
Export logs	This tab shows all the individual exports for the order.

Order item editor

In the order editor, when you press on the product, 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	It displays the part number of the item, which is a unique identifier that will be the same across all suppliers.
SKU	It shows 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	Shows the name of the product.
Qty	Indicates the quantity of this specific product that has been ordered.
Sales price	The selling price of the product to the customer.
Total	It shows the total cost of the product line, which is typically the sales price multiplied by the quantity.
Status	Reflect 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	It 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	Some supplier have to have a process in place to ensure that order is stopped so comment are read before the order is processed - Netset cannot guarantee this.This applies to ALSO, TD Synnex, Ingram Micro EMEA and EET.
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.
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

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

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 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.
External order number	Shows (and allows changes to) the External order number. This can be specified by the customer.
Send receipt	Allows you to send an order receipt to the customer.
Status	Shows (and allows changes to) the order status.
Do NOT send email to customer	Select this is the customer doesn't want (or if you don't want the customer to get) email updates throughout the order process.
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	A record of the time & date of the last change made to the order.
Desired delivery date	The date the customer would like the goods delivered before.
Ordered by	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
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.
Etailer-customer ID	The Etailer ID for the customer. This is unique within Netset.
Customer no.	The customers account number.
Is direct delivery	If the order is for white label delivery direct to the customer, this will be selected.

Comments

There may be occasions when you need to communicate with customers in reference to any changes or amendment from when the order was placed. Any comments entered into this field will be emailed to the customer & stored against the order and provide you with a time stamp.

Internal communication

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

Terms

Feature	What it does
Goods label	Shows the name that the goods will be sent to.
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.

Tech Data order info

If the order is being sent from Techdata, this will show which delivery method has been used.

Contact info

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

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

Online order info

If the purchase order has been sent online to the distributor, the details are shown here, including the date & time stamp and who sent the PO.

Online Xml info

If the purchase order has been sent online to the distributor, this shows the entire XML log.