How to – Allow customers to track their orders #
Manu Online has a separate application which can allow customers to track the status of their orders in your system. Customers can access this system by clicking a link on your own corporate web site.
There are two levels of sales order tracking in both the core system and the ‘Order Tracking Details’ module.
Included in the core system:
Access order tracking from your own web site
View details of individual orders entered, see if they have been shipped and view any shipping information such as consignment note numbers.
Included in the “Order tracking details” module:
Access orders tracking from the sales order confirmation email
View details of the order line status such as material availability, comments from production etc.
The system is enabled or disabled for all customers from the system settings page. If sales orders details is licensed, only certain customers can be given the right to access the more detailed status information. Internal users can access the same screens by clicking the tracking number shown on the sales order header.
Note that price information is not shown on the order tracking site.
To view the status of an order, the customer needs the order number in your system and the order tracking id. Both of these are printed on the sales order confirmation.
Sales order tracking. Check the deliveries from Deliveries tab.
In addition to the information shown to all customers, selected customers can also see work orders, started and planned, that are allocated to the sales orders. Work orders can be seen after selecting a sales order line. Work order data includes the planned finish date and work order batch size. Furthermore, the customer can see those materials that are needed in the work orders but have not yet been ordered, plus their quantities and purchase lead times.
Enabling order tracking #
Go to Admin and select ‘System settings’ to view your ‘Company properties’ information. Select the Default Terms tab and mark ‘Customers can see the detailed information of their sales orders’.
Create a hyperlink on your home page to take your customers to Sales Order Tracking System. The URL address is:
Your company name must be exactly the same that you use for logging in to the system. If you want to create links in other languages as well, just change the language in the end of the address (you can use any language the system can use).
Announce to your customers that they can check the sales order status (the status of their purchases) by entering the sales order number (not their purchase number) and the sales order tracking number that works as a password.
Optionally give detailed information to certain customers. Mark in customer information that this customer can see details (that concern work orders related to the sales order). Go to the customer’s partner card, select the E-Business tab and then tick the box marked ‘Customers can see the detailed situation of their sales orders’.