Navigation Menu: Management/Ordering
Objectives : Manage orders for number with the purchase of a mobile device and/or accessories from the Client's catalogue and asking for an internal order validation before it is sent to the distributor.
Click on at the top right. Choose the green button on the left : "Mobile"
Fill out the mandatory fields marked * - Select the Order Type
Choose at the bottom Click on
Choose the desired equipment, then click on
Choose (if available) the desired accessories, then
Choose (if not already done) the base subscription of the number using the button
Choose (if possible) the options for the line using the button Then
Fill in the quantity of devices that will be the same in the bottom box :
Option 1 : Select the person for each device using the button :
Option 2 : Give the device a label and if you wish, indicate its placement in the organisation of the company using the button "Modify"
At the bottom, under , choose an action (depends on your access)
At the top, under , you can show the email that will be sent with the order
Next , then confirm you action by clicking
Your order has been placed, you will be returned to your order list.
Your order will be in the following state :
The Validator profile can choose the action by logging in and viewing the order.
After, your order will show up as the following:
You can then choose the action :
Your order has now been sent to your distributor.
Side Note :
- Internal validation will only be available if configured for the user profile.
- Each step heading in the ordering process is customizable.
For example, we could replace "Ask for verification- Step 1" with "Ask for verification from cell X"…