Order Management
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
The Order PowerView helps you manage an order from within a report. To work
with an order from within a report…
- In WinTOTAL’s Order PowerView, edit the order directly from the order
form.
- As necessary, update this order’s behavior in WinTOTAL by marking the
check boxes in the Options pane on the left. Options
are:
- Extended Billing – Adds a billing section to your order
form so you can manage your invoice data from within the order form.
- Desktop Billing – Adds the current report into
WinTOTAL’s desktop billing system. Once you check this box, WinTOTAL
enables it by default for all new reports.
- XSite Order – Sends the current report out to your
XSite so that your clients can view, pick up, and pay for it through your
XSite.
3. When finished with your order, click Save to
apply your changes.
Appraisal Desktop
In WinTOTAL’s Appraisal Desktop, you can manage numerous orders all at the
same time. To manage orders from the Appraisal Desktop…
- In WinTOTAL’s Appraisal Desktop, use either the regular folders or the Tracking folders to find the desired report/order.
- Click to select the report/order you want to update.
- Click the Order Form tab at the bottom of the screen to
view the report’s order form.
- As necessary, click Edit to update the order form and
click Save to apply your changes.
- To update the internal status of the order, click Add Internal Status at the top
of the screen and fill out any pertinent status details.
Related Topics:
Creating Orders
Updating Order
Status