Work with Orders |
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WinTOTAL’s Order Management tools exist in two places to help meet your workflow.
- If you prefer to do your order management as you work on your appraisal report, you can update your order with the Order PowerView.
- If you prefer to do your order management across groups of orders without having to open each order, you can do so in the Appraisal Desktop.
Order PowerView
Using the Order PowerView’s order management tools, you can:
- Update the order by changing the information in the order form.
- Check the Extended Billing option on the left to manage your invoice information through the order form.
- Update the status of the order using the Status pane on the left.
- Check the XSite Integration box if it hasn’t already been checked to ensure that this order syncs with your XSite.
Appraisal Desktop
Using the Appraisal Desktop’s order management tools, you can:
- Sort the order list by clicking a column heading.
- View your orders based on their status by clicking a status item from the Tracking pane on the left side of the screen.
- Update the status of the order by clicking Tracking Status at the top of the screen and selecting a status from the list that appears.
- View or edit the order form by clicking the Order Form tab at the bottom of the screen.
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