The sales board gives you an overview of all current orders as cards and displays them in three columns. The left column contains still unedited, newly received orders. The middle column contains confirmed orders. The right column contains completed orders.
Progress of order status
The progress of the order status of an order you see on the sales board is also displayed by the customer on his shopping cart.
The card of an accepted order moves on the board from the left to the right to the right column. You can simply drag the map to the right into the next column, or click the button on the map to continue the status of the order.
Reject the order
An order can also be rejected. To do this, select the corresponding menu item in the menu of the card. Rejected orders move directly from the left to the right column.
If an EDI interface already exists for ITscope, this automatically displays the status of the orders on the sales board. However, you can still move maps manually. The last state known to the system is set as set. Orders should be archived manually on the board.
An order that you no longer want to keep on the board, you can archive. This does not change the status of the purchase order, but only expalls it from your sales board. The customer therefore keeps the order in the status that led to the completion of the purchase order. For the archive exists own help page.
Involved persons on the order
An order can be assigned to each order on the card, which is also displayed to the customer. The employee who accepts the order is automatically registered as an employee, but any employee with the right "Sell" can be changed later.
As well as the editor, you will be shown the name of the person to the right of his company name in the title of the card. A tooltip provides you with a link to its profile, where you can view contact information.
You can download the orders on ITscope in the "openTRANS" format, for example, to process them in your merchandise business.You will find the download in the action menu of the respective card on the board or in the notification e-mail, which is sent when orders are received.
The openTRANS standard was designed to exchange EDI orders. The XML document contains all relevant ordering information.
Further explanation of the terminology used can be found in our sales board glossary.