How To Manage Tracking & Follow-Up

In the main navigation menu, select the "Orders" module and click on "Tracking & Follow up".

To sort orders by status, click on the PO status field and select statuses. You can also review orders and update orders without sorting.

Select an order and review order history, internal notes, and any comments pertinent to the order.

In the right side icon menu, click on the truck to update tracking information.

Update tracking information and click submit.

By entering the shipping cost associate with the order, you will auto-populate the "Net Freight" filed for customer invoicing.

To update status, click on the "Flag" icon and update the status, such as Finalized. You can also add notes, select a follow up date, and detail the person contact and how they were contacted.

To remove the order from your follow up list, click on the "remove from list" check box.