Included in -NEW products will be Legacy builds and Harvard products. These bypass the quoting process and go straight to the CSR Team as an Order in the Order Accepted Stage.
Orders containing all Harvard products for FMS Sites only will go straight to the IPS Pricing Team for processing. This is because they are not entered into ASTEA, but in QuickBooks instead. Only Harvard Orders for FMS Sites will be processed by the IPS Pricing Team.
The information contained below is for orders that are NOT for Harvard Products for FMS Sites. Instructions for those can be found below:
1. Refresh the CSR Dashboard.
2. Click on the View Report hyperlink in the My Open Orders Window.
If you have no Orders there, go to Orders in the CSR Queue.
3. If you are not already assigned as the CSR, do this first. This will prevent others from working on the same job you are.
4. Click the Pencil next to Order Name. Enter the ASTEA Job Number. Copy this number.
5. In the Order comments, please add a note confirming the vendor. Do not delete any of the information that is already there.
6. Click Save.
7. Click on the Related Tab.
8. Under Order Products, click on the hyperlink for the product SKU.
9. Enter the ASTEA Job number on the Order Number field.
10. Click Save.
11. If the CSR team needs to interact with this order again before closing it out, as a best practice you may want to move the status to Fulfillment Pending and Mark as Current Status - that will make the order easier to find. Otherwise you can just leave the status in Order Accepted.
The Supervisor will run the Closed Job report out of ASTEA. The order must be Activated in Salesforce so it will show as completed in eCommerce.
12. Scroll down to the Shipping and Billing section on the Order.
13. Confirm that the order was paid by PO - if so, there is no need to check the "Paid" checkbox.
If the order was paid for by Credit Card or PayPal, please follow these instructions: eCommerce: How do I process credit card transactions in eCommerce?
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