Online Ordering


	Online Ordering

In order to leverage the power of your XSite's online ordering system, you first need to enable and tell it how things work in your office. Click each of the links in the following checklist for specific setup details of each step in the process. Not all of the items in the following checklist are essential. Those items that you must do to fully enable your XSite's online ordering system are marked with an asterisk.

Online Ordering Setup	Topic
Enable online ordering	Enabling Online Ordering*
Sending yourself a practice order	Sending Yourself Practice Orders
Define your product list	Setting Up Your Product List*
Create client fee lists	Creating Client Specific Fee Lists
Assign client fee tables	Assigning Client Fee Lists
Setting up your billing options	Setting Up Billing Preferences
Create appraiser fee splits	Setting Up Your Fee Splits
Assign appraiser fee splits	Assigning Your Fee Splits
Publish coverage area	Setting Up Your Coverage Area*
Set up user accounts	User Management*
Set up client accounts	Creating Client Accounts
Set up late payment notices	Late Payment Notices
Set up credit card processing	Credit Card Processing

Once you've enabled the online ordering features, you can access your orders and administrate your online ordering portal through the Orders area of your XSite. To access it, place your cursor over Business Management in the main toolbar at the top of the screen and then, click Orders in the toolbar that drops down. From the ordering portal on your XSite, you can:

Your web-based order management system first shows you a list of all your open orders with their present, or most recent, status plus some high-level statistics about orders on your XSite.
While viewing this list, you can sort it by clicking a column heading.
You can view orders based on their status by clicking a status item from the left side of the screen.
To limit the orders to just those received from a particular client, pick that client from the drop-down list.
Similarly, to limit the orders to just those assigned to a particular appraiser, pick that appraiser from the drop-down list.
If you have more orders than will fit on one screen (as designated by the page numbers in the upper right corner of the screen), just click one of the available arrows or enter a page number.
To view the details on an order or take action on it, double-click it.


		Note: If you're primary concern is to get listed in the XSites Network, the only online ordering steps required to submit your listing to the XSites Network are to enable online ordering, define your products and fees, publish your coverage area, and to, at least, set up your own user profile. For more information about getting listed in the XSites Network, refer to the XSites Network FAQ.