Receiving Orders

 
     

There are two ways you can retrieve XSite Order Manager orders: by e-mail and by synchronization.

 

     
 

Retrieveing Orders by Synchronization

 
     

Whenever you open XSite Order Manager, it automatically synchronizes your orders list with the order list on your XSite or Mercury Network account. To manually force a synchronization...

  1. From the Orders view in XSOM, click Synchronize in the upper left corner.
  2. Wait for the program to download your new orders.

 

     
 

Retrieving Orders by E-mail

 
     

You typically receive XSite orders as .ORD attachments in an e-mail.  You’ll use this for clients such as RELS/ValueIT that order from their own internal systems, bypassing the XSites Network.  You may also need to do this for your first XSites Network order since the automatic polling only takes effect if you have an order in your system and have “established” you use the Network or XSite ordering.

  1. Open your e-mail client and retrieve your new messages.
  2. Find and open the message with the new assignment.
  3. Run the attachment with the .ORD extension.
  4. XSite Order Manager then automatically places the order into your database and shows it to you on screen.

Once the order is in your database, you can open and manage it further at any time by double-clicking the entry for that order in the Orders section of your XSite Order Manager.  Of course, you’re welcome to double-click the .ORD file attachment in the original e-mail you received as well. 



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