This article is for management users and rep users.
Overview
As an admin, you'll see all the orders entered in CrikSales consolidated on the main page's Orders Entered in Portal tab. This is across all customers, and all reps.
Note: If you have B2B customer users, you'll also be able to see the orders they've entered in their CrikSales portal.
As a rep user, you'll see all the orders entered in CrikSales for your assigned customers on the main page's Orders Entered in Portal tab.
If you're a rep who has access to other reps' assigned customers, you'll also be able to see orders for those reps' customers.
Sections: All, Submitted, Not Submitted
You'll be able to see all orders, both unsubmitted and submitted under the 'All' section.
You'll be able to see submitted orders under the 'Submitted' section.
You'll be able to see unsubmitted orders under the 'Not Submitted' section.
Orders Entered in Portal Columns
Customer → Customer name
Type → Customer type
Customer Info → Customer Info entered on the order
PO number → CrikSales order reference number
Submitted On → Date the CrikSales order was submitted on
Req. Ship → The Requested Ship Date on the order
Total → CrikSales order total
Note → Note entered on the CrikSales order
Confirmation # → If there is a QuickBooks transaction corresponding to a submitted CrikSales order, the transaction number will appear. Clicking on the number hyperlink will take you to the copy of the transaction in CrikSales.
Status → Shows whether the CrikSales order is submitted or unsubmitted
Actions → You can delete an order by clicking 'Delete". If the order is unsubmitted, you will see 'Edit'. If the is submitted, you will see 'View'.
Clicking 'Edit' will redirect you to the order's Order Entry Page where you'll be able to edit the order. Clicking 'View' will redirect you to the Review Page where you'll be able to review the submitted order.
Search Filters
You must click 'Search' to apply any filter options. Click 'Clear Filters' to reset the Orders grid.
Your Order # → Look for orders by order number
Customer Info → Look up orders by Customer Info entered on the order
Customer # → Use the customer number to look up orders for a specific customer
Customer Name → Use the customer name to look up orders for a specific customer
Rep drop-down → Select a rep to look up orders of customers assigned to a specific rep
Order From → Enter an order creation start date to look up all orders entered from this date onwards. Please note: The default is one month prior to the current date.
Order To → Enter an order creation end date to look up all orders entered up until this date
Subm From → Enter an order submission start date to look up all orders submitted from this date onwards
Subm To → Enter an order submission end date to look up all orders submitted up until this date
Ship From → Enter a requested ship start date for to look up all orders that have a requested ship date from this date onwards
Ship To → Enter a requested ship end date order to look up all orders that have a requested ship date up until this date
Please note: If you apply conflicting filters, you may not find what you are searching for. For example, if you check the 'Unsubmitted Orders Only' checkbox and enter a value that only appears on a submitted order in the 'Customer Info' search bar, the search will result in No Orders found.
Up Next
Click here for information on finding order confirmations
Questions? We're here to help! Contact us at support@crik-it.com