So, what happens after an order is submitted in Crik-IT...
First, the vendor's order desk and the order contact person receive an email with the order attached as a PDF.
1. If the vendor uses QuickBooks (within 5 minutes of the order being submitted)
If using Quickbooks Desktop:
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Crik-IT sends that submitted order to the vendor's Crik-IT sync cloud
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The next time the vendor's Crik-IT Sync Manager (CISM) runs, that order will be downloaded into the vendor's QuickBooks system as a new sales order.
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By default, QuickBooks automatically assigns a sales order number that starts with "CISM".
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By default, the Crik-IT order Reference # will be in the PO number field on the QuickBooks sales order.
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The Crik-IT order Customer Information and Notes fields will show up in the Memo area on the QuickBooks sales order screen. The Memo field does not appear on sales order printed from within QuickBooks.
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That new sales order gets sent from QuickBooks to the vendor's Crik-IT sync cloud.
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Crik-IT syncs (this happens every 15 to 30 minutes during business hours), the sales order is brought from the vendor's sync cloud into Crik-IT as an order confirmation.
If using QuickBooks Online:
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Within 3 minutes, Crik-IT sends that order to the vendor's QuickBooks Online system as an Estimate. (Optionally, we can have the order sent to Quickbooks as an invoice. If you need this, contact us).
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The next time Crik-IT syncs Quickbooks' changes to Crik-IT (this happens every 15 minutes during business hours), the new estimate is brought from the vendor's Quickbooks system into Crik-IT as an order confirmation.
See notes below
2. If the vendor DOESN'T use QuickBooks
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When the vendor's order entry desk receives the email with the order attached, they enter the order into the vendor's order entry system.
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The next time the vendor's orders are synced to Crik-IT, that new order is sent to Crik-IT as an order confirmation.
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Depending on the vendor, this may happen every half hour, or may happen that night.
NOTES
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You can run a report showing orders entered into Crik-IT. This report is helpful when tracking down issues. You can see if an order has been submitted, if there were any errors when the order was submitted, and if Crik-IT has received an order confirmation for the order (which indicates that the vendor's system has successfully created a sales order for the order submitted through Crik-IT).
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Depending on how the vendor has configured Crik-IT, Crik-IT may send out automatic email alerts in the following situations:
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If an order was entered into Crik-IT and that order has not been submitted to the vendor and that order is set up to send out a reminder alert, Crik-IT will email the order contact person a reminder. Again, if the vendor has configured Crik-IT to NOT send this alert, Crik-IT will not send a reminder regardless of whether the order is set to send one or not.
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If a submitted order does not successfully get sent to QuickBooks.