How do I manage orders made on the phone?
At anytime you can create and manage an order all by yourself for when orders take place completely out of the digital world.
Make the Order
- Make sure you have still setup your supplier and provided an email address (even if you don't want to send emails, this just helps us identify them).
- Check the box "do not email supplier" if you prefer not to send orders made through LineNow to them. Note, it can still be a good idea to send order confirmations for orders made on the phone.
- Using the Orders Tab, in the Orders Snapshot, select "Create Order" under the appropriate supplier.
- Add the items and confirm the order. If you have checked the "Do Not Send Emails" button it will not generate an email, otherwise it will.
- Alternatively to the Orders Tab, you can also create an order on the go by sending an email with all the details to your reply______@linenow.co email address which works like a chatbot. This email address is found in the Home Tab > Connections Section. In your email, make sure to include the supplier's name, and the items you're ordering.
Manage Your Order
- To manage the order yourself, click into the order screen (by clicking on the Order ID) and hit the "Reconcile" button in the Order Items section.
- Then you can set the order status, edit pricing, or make whatever other updates you need to make until the order is fully processed.
- When the order arrives you just receive as normal under the Inventory Tab > Incoming Inventory Sub Tab