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Managing IHA Orders

You can locate and work with In-House Account Orders via the Order Manager in the CORESense Back Office. The following tasks are included in this section.

 

Search for IHA Orders

Access an IHA in Order Manager

Apply an IHA as Payment

Approve a Website IHA Order

 

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Path: Back Office > Products > Order Manager

 

Searching for IHA Orders

In the Filter Orders search box on the left of the Order Manager screen, scroll to the Order General Attributes section. An In-House Account drop-down menu lists all IHA Parent Customers.

Step

Action

1

Select an Parent Customer, and your search will include all IHA Orders within the selected date range from that Parent Customer’s ‘child’ accounts.

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2

From the Matching Orders section, click the Order Number link to view the desired order.

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Access In House Account

When reviewing an IHA Order from the Order Items tab, there are additional fields in the Order Summary information to the left of the screen:

 

In-House Account - This name and ID links to the Parent Customer’s General Attributes page.

IHA Department - Links to the detail of the department identified.

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Apply an IHA as Payment

In the Payments window of the Billing screen,  In House Accounts can be selected as a payment method.

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Approve a Website IHA Order

Website IHA orders are is placed into an Needs IHA Approval status in the Order Manager.

 

Step

Action

1

Perform an Order Status search using Needs IHA Approval to locate these orders.

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2

You can approve the orders individually, or in a batch.

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3

Leave any order you wish to update checked. Select Ready To Process from the Status drop down and click Update.

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See Also

 

 

 

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