How Do You Use Order Tracking Update?
Track the processes and activities for multiple orders using the Order Tracking Update. The Update grid allows viewing and updating of the activities for multiple orders on one screen.
Using the Update icon, activities for orders, customers, and vendors can be added and merged into column form using the wrench tool. These Activities (columns), along with other information contained in an order, can be arranged to follow the flow of the order process your company follows. Activity records can be edited directly on the Tracking Update form using the control types assigned to each: checkbox, combo-box, date or text fields.
Multiple Lists can be created, named and saved, depending on the activities important to your company’s departments or individuals who are using the Tracking Update. For example, the Purchasing Manager may have a List that displays Activities pertaining only to their involvement with each order named.
After designing a List, use the “Save View As” option under the Views Action within thewrench.
Be certain to name the list using a description easily recognized by the department or position who will use the list.