Add Order Queue

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Add Order Queue

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Administration > Sales > Order Queues > Add Order Queue

Use order queues to replace the phone calls, faxes and guesswork that accompany order processing.  Every piece of information you need to move a transaction through the order process can be controlled and recorded within the Order Queue.

Order Queues are used to capture and manage orders based on specific criteria.  Order Queues ONLY display Orders, not invoices.  Adding an Order Queue allows you to specify managers and rules for the Queue. See Sales Overview for more videos.

Create a new order queue

Step 1: Enter the basic order queue information

a.Open the Order Queue Add screen.

Go to Administration > Sales > Order Queues > Add Order Queue.

Or, go to Administration > Sales > Order Queues > Manage Order Queues > Add button.

b.Queue Name - Enter a name for the queue, - for example, New Sales Orders, Orders to be Rescheduled, or Warehouse Orders.

c.Manager - Select the manager(s) for the queue.  Managers are the only users allowed to remove orders from the queue. Managers can also see the new queue listed in My Queues in the toolbar at the top of the screen.

Step 2: Select the queue rules

Open the Rules tab and select which orders appear in the queue. If you do not select any rules, users can add orders to the queue as needed.

Orders - Updated By Mobile, Orders - Updated By Mobile w/Data Conflict, Orders - Updated By Mobile w/Mobile Notes - See Setup Guide for detailed information about setting up Evosus Mobile Service.

POS - Bill Me Later Orders -  Auto-captures all POS Transactions checked off as Bill Me Later.

POS - Warehouse Orders - Auto-captures all POS Transactions checked off as Warehouse Order.

Return - Cancelled Orders - Auto-captures all cancelled Return Orders.

Return - Invoiced Orders:  Auto-captures all invoiced Return Orders.  Since Queues only display orders, the order will be in an Open-Invoice-Full or Closed-Invoice-Full status.

Return - New Orders: Auto-captures all new Return Orders.

Sales - Cancelled Orders: Auto-captures all cancelled Sales Orders.

Sales - Invoiced Orders: Auto-captures all invoiced Sales Orders.  Since Queues only display orders, the order will be in an Open-Invoice-Full or Closed-Invoice-Full status.

Sales - New Orders: Auto-captures all new Return Orders.

Sales - New Orders entered with No Schedule Date: Auto-captures all Sales Orders that have no service tasks assigned.  This would allow Service Managers to view orders that need to be scheduled.

Sales - New Orders with Insufficient Inventory: Auto-captures all Sales Orders where there is not enough inventory in stock for one or more of the items on the order.

Sales - Vendor Purchase Order - Ordered: Auto-captures all Sales Orders where a vendor Purchase Order has been associated  to the customer and Sent to the Vendor.

Sales - Vendor Purchase Order - Received: Auto-captures all Sales Orders where a vendor Purchase Order has been associated  to the customer and inventory has been received.

Sales - Warranty Item(s): Auto-captures all Sales Orders where one or more items were marked as Warranty.

Service - Cancelled Orders:   Auto-captures all cancelled Service Orders.

Service - Invoiced Orders: Auto-captures all invoiced Service Orders.  Since Queues only display orders, the order will be in an Open-Invoice-Full or Closed-Invoice-Full status.

Service - New Orders: Auto-captures all new Service Orders.

Service - New Orders entered with No Schedule Date:  Auto-captures all Service Orders that have no service tasks assigned.  This would allow Service Managers to view orders that need to be scheduled.

Service - New Orders with Insufficient Inventory:  Auto-captures all Service Orders where there is not enough inventory in stock for one or more of the items on the order.

Service - Tech Marked Complete:  Auto-captures all Service orders where one or more tasks on the order were marked as Complete.

Service - Tech Marked Incomplete: Auto-captures all Service Orders where one or more tasks on the order were marked as Incomplete.  This allows the Service Manager to quickly find orders that need to be rescheduled.

Service - Vendor Purchase Order - Ordered: Auto-captures all Service Orders where a vendor Purchase Order has been associated  to the customer and Sent to the Vendor.

Service - Vendor Purchase Order - Received:  Auto-captures all Service Orders where a vendor Purchase Order has been associated  to the customer and inventory has been received.

Service - Warranty Item(s) - Auto-captures all Sales Orders where one or more items were marked as Warranty.

Step 3: Save the order queue when complete

Click OK to save the order queue.

The Order Queue Search screen appears and displays the new queue.

Security Permissions Required

Category

Function

Administration-Sales

*Can Access Sales Tree Branch

Can Create Order Queue

Related Topics

Manage Order Queue

Search Order Queue