Overview

The goal of orders is to provide an easy way to manage the tracking of orders and communication with the retailer. This includes history of order outreach and status changes, as well as formatted emails sent on status updates.

Note: AMS does not facilitate payments, however does provide a location to document and send out invoice links.

Portal Submitted Orders

Retailers that have been given a retail portal link can browser the catalog and submit an order request.

Manually Create Order

To manually create a new order navigate to the retail businesses homepage then hover over an existing retail business and select "Add Order".

Then, similar to adding sales add line items to the transaction line items, either by product name or by SKU. Then when all line items are added scroll down and select "Review Statement". Review the Transaction Statement, adding any final fees and reviewing totals, then when satisfied everything is correct click submit.

New Order Notifications

When submitted an "AMS: New Retail Order" email will be sent out to retailer business contact "Primary Email" (which can be found in business details) as well as emails in AMS Business Properties "Email Notifications".

Additionally if a valid number is in the "Phone Notifications" field, also in business properties, then a text notification for new order will be sent out as well.

Order Details

To find orders navigate to Orders under the retail tab. Then hover over a record and select "Details" on the right hand side.

Note: currently the Orders homepage table can be "Filtered" by clicking on the status buttons at the top of the page. This will be replaced in the future with a search bar similar to other areas in AMS.

Edit Order Line Items

At the top in the "Order Line Items for: [Retail Name]" section is a list of line items in the order request.

If changes need to be made then line items can be edited by hovering over a record selecting "Edit". Or if a new product needs to be added click the "Add line Item" button in the top right.

Status Update

Status updates are how the order is progressed through its order stages and is also an easy means to send updates to the retailer.

Send Email Update

A value for "Send Email Update" must be selected and does not default to prevent errors.

When "Yes" is selected status update email will be sent to the "Contact Email" shown and to the AMS   configured "Email Notifications".

Status

A way to track and progress an order from New -> In Progress -> Shipped -> Delivered or Canceled.

Most importantly when updated to "Delivered" is when order data is finalized. Meaning the order can also be found under retail business transaction history as well as any revenue reports.

Note: Status value does NOT need to change to be able to send out an update email or to log comment notes or other changes in history.

Tracking Number

When this field is filled out it will be included in any status update emails that are sent out.

Invoice Link

Again AMS does not facilitate any payment processing. As such it is best to generate an invoice link using third party application then use this field for documentation as well as to easily communicate it to the retailer.

Comment

Any comments here will be included in sent emails at the bottom. When not sending an email it can be used as internal note taking which can be view in update history.

Update History

At the bottom of order details will be the full history of all status updates made to an order and the date time of those updates.