Working with Orders

Order Management > Working with Orders


	Working with Orders

As mentioned previously, when viewing the orders list, you can access details and make changes by clicking the link for the order’s status. Once you’re viewing details for an order, new options appear under the Order menu.

Most of these items are self-explanatory, but we’ll describe them here.

Edit - Any orders placed on your XSite can be edited.
Send Message - This will send the client e-mail as well as log the communication permanently with the order.
Delay - This logs the status of the inspection as delayed.
Resume - This takes a delayed order and re-activates it.
Cancel - This takes an order out of your active list. You may want to use Cancel on test and sample orders so they don’t affect your statistics and reporting.
Complete - When an inspection has been completed and the report is ready to deliver, use this option to send notification to your client, update the order status and upload the final report to your XSite.
Reassign - Your online ordering system accommodates subaccounts. When you reassign an order, you can still maintain control over it. See the section, Subaccounts & Reassigning Orders for details.
Attach Document - Here, you can upload documents or use our DirectFax feature that digitizes things you fax to your website. See the section, anything paper into an order for details.
Print - Generate a hard copy of the order details.
Delete - Get rid of old orders in your system. This should only be used for sample or test orders, or any other order that you don’t need to keep or want to include in your management reports.
Change Status - Depending on what the current status of the order is, you’ll have different options on this screen. For example, if an inspection hasn’t been scheduled, we’ll default to that status item.

It’s important to note that all of the above actions result in communication being sent to your client. That’s the whole point of managing orders online – keeping your client informed proactively and saving everyone the time and hassle of repeated phone calls for status. A few minutes here and a few minutes there throughout the course of an assignment can add up!