This article is for management users and rep users.
What is an "Order Confirmation"?
QuickBooks Online Users: An order confirmation is the copy of an QuickBooks estimate that has synced back into CrikSales.
QuickBooks Desktop Users: An order confirmation is the copy of an QuickBooks sales order that has synced back into CrikSales.
Overview
As an admin, you'll see all order confirmations consolidated on the main page's Order Confirmations tab. This is across all customers, and all reps.
Note: If you have B2B customer users, you'll also be able to see the confirmations for orders they've placed through their CrikSales portal.
As a rep user, you'll see all the order confirmations for your assigned customers on the main page's Order Confirmations tab.
If you're a rep who has access to other reps' assigned customers, you'll also be able to see order confirmations for those reps' customers.
Sections: All, Accepted, Closed, Pending
You'll be able to see all order confirmations, including Accepted, Closed, and Pending order confirmations under the 'All' section.
You'll be able to see accepted order confirmations under the 'Accepted' section.
You'll be able to see closed order confirmations under the 'Closed' section.
You'll be able to see pending order confirmations under the 'Pending' section.
Order Confirmations Tab Columns
Dealer Name & Number → Customer name and number (assigned by QuickBooks)
Rep → Sales rep assigned to the customer for whom the order confirmation is for
Note → Note entered on the order
Order # → Confirmation number from QuickBooks
PO # → CrikSales order reference number
Order Date → Order confirmation creation date
Requested Ship Date → The Requested Ship Date on the order
Order Total → Order confirmation total
Sales Tax → Sales tax on the order confirmation
Status → Shows the order confirmation status
Payment → Shows the pay terms from QuickBooks, if applicable
Ship Via → Shows the shipping option selected on the order
View Order → Clicking 'View' to review the order confirmation details
Preview → Clicking 'Preview' will open a PDF copy of the order confirmation. You can print this form and download it if needed.
Search Filters
You must click 'Search' to apply any filter options. Click 'Clear Filters' to reset the order confirmations grid.
Confirmation # → Look for order confirmations by order confirmation number
PO # → Look for order confirmations by order number
Customer # → Use the customer number to look up order confirmations for a specific customer
Customer Name → Use the customer name to look up order confirmations for a specific customer
Rep drop-down → Select a rep to look up order confirmations of customers assigned to a specific rep
Order From → Enter an order confirmation creation start date to look up all order confirmations from this date onwards. Please note: The default is one month prior to the current date.
Order To → Enter an order confirmation creation end date to look up all order confirmations entered up until this date
Ship From → Enter a requested ship start date for to look up all order confirmations that have a requested ship date from this date onwards
Ship To → Enter a requested ship end date order to look up all order confirmations 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.
Up Next
Click here for where to find all CrikSales orders
Questions? We're here to help! Contact us at support@crik-it.com