Inventory
Manager
|
- Access item queues, for example, alerted items, available items.
- Quick search for items by item #, UPC #, and keyword.
- Add and edit items and item sets.
- Add items to categories, hide, show, suspend.
- Recount items within each category.
|
Orders
Manager
|
- Access order queues, for example, incomplete, waiting fulfillment,
unreconciled orders.
- Access payment queues, for example, unattached, orphaned, alerted
payments.
- Find, select, and operate on orders. For example, advance workflow, create
email batch, clear alert.
- Add and edit orders and payments.
- View sales reports for selected time spans.
|
Payment
Manager
|
- Access payment queues. For example, unattached, orphaned, alerted
payments.
- Find, select, and operate on payments. For example, advance workflow,
suspend payment.
- Add and edit payments.
- View payment transactions for selected time spans.
|
Invoice
Manager
|
- Access invoice queues, for example, invoices to fulfill, unpaid
invoices.
- Access credit memo queues, for example, credit memos to approve, unapplied
credit memos.
- Find, select, and operate on invoices and credit memos. For example, print
invoices, print credit memos, suspend invoices.
- View reports for accounts receivable and sales summaries by item and
customer for selected time spans.
Note: The Credit Manager accesses the same page.
|
Shipping
Manager
|
- Access shipping order queues, for example, shipping orders waiting
assignment, pick/pack, or fulfill.
- Find, select, and operate on shipping orders. For example, move to a
specified site, print pick/pack sheets, pack lists, pick labels.
- Add and edit shipping orders.
Note: Use the related Shipping Portal to perform bulk operations on
shipping orders in particular states.
|
Vendor
Manager
|
- Find, select, and operate on vendors
- Add and edit vendors.
|
PO
Manager
|
- Access purchase order queues, for example, incomplete purchase orders
(POs), purchase orders waiting approval.
- Find, select, and operate on purchase orders. For example, print, email,
suspend purchase orders.
- Add and edit purchase orders.
|
Customer
Manager
|
- Access customer queues, for example, waiting approval, closed.
- Find, select, and edit customers and organizations.
- Add customers and organizations.
|
Report
Manager
|
- View the latest active reports.
|
Activity
Manager
|
- Find, select, and edit activities.
- Add activities.
- Assign codes and result codes to activities. (Only available if the system
integrator has configured the pick lists to contain codes.)
- Notifies user of activities they need to follow up on.
|
Email
Manager
|
- Find emails - drafts, emails that have been sent, and those waiting for a
response.
- View the customers who received an email and the orders referenced.
|