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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. |
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Order statuses
Status | What it means |
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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 |
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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 |
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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 |
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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 | ||||||||
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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
| A customer value for a bid can be added in the editor (TD Synnex Only). | ||||||||
Supplier comments
| 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
| Choose the your created extrinsic field and to set a value. | ||||||||
Business area
| 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 |
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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 |
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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 |
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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.
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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.
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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.
