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

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

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.

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