When a customer places an order, here's exactly what happens next. This walkthrough covers the full order confirmation and processing flow, from reviewing and confirming the PO to entering tracking, RMA, and serial number details so your customer stays informed and the order moves to shipped.
In this video, we'll walk you through how to confirm and process a customer order from start to finish. When a customer uploads a purchase order, you'll receive an email notification letting you know an order has been submitted back on your dashboard. All orders awaiting confirmation will appear in the pending confirmation tab.
Click into the order to review the details and download the PDF of the purchase order to make sure everything is correct. Once you've verified the order, press the confirmation button. This notifies the customer that you've received their order and are processing it for shipment. At any point during the process, you can message your customer to thank them for the order, or ask any clarifying questions.
When you have the shipment details. Enter the tracking number, RMA number and serial number. All of these fields must be completed in order to finalize the shipment. Once the shipment is finalized, your customer will be notified and the order will move to the shipped tab on your dashboard for easy tracking.
Following these steps ensures your orders are processed accurately. Your customers are kept informed, and shipments are tracked efficiently.