Handle customer order

Click either Pagero Web PortalHandle customer order or use the shortcut Handle customer order on the home page.

handle_customer_order_1

On the page Handle customer order a search result of incoming customer orders are presented. Select the order you wish to handle to get a number of options.

handle_customer_order_2

Approve / Deny order – Choose if you want to approve or deny the order and an automatic order response will be generated. At this stage no changes can be made, either the order will be approved or denied in its entirety. When the order response is created the page for approving and sending the document is shown.

hantera_kundorder_3

Preview the document by clicking the PDF-icon. Click the row with the order to see more detailed information about the document.

Check the document you are handling and click Send to approve and send the order response.

Create dispatch advice – An automatic dispatch advice is generated through the information from the order file.

Preview the document by clicking the PDF-icon. Click the row with the order to see more detailed information about the document.

Check the document you are handling and click Send to approve and send the dispatch advice.

Create invoice – Click Create invoice and the order is automatically sent to Pagero’s form for creating an invoice in the invoice portal. The information on the invoice will be filled out automatically based on the information from the order file. Fill out the missing information, such as invoice number, expiry date and VAT. When the invoice is complete, approve it and send it.

Step-by-step-guide on how to create and send an invoice.