As you receive orders within Stream, the Stream Dashboard offers various way to interact with your orders.
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TABLE OF CONTENTS
Viewing/Downloading PDF Copies
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Notes Regarding Automation
For those who are utilizing our platform to automate order delivery to an ERP or specific location, your account may be enabled with a Scheduler that automatically Delivers orders on a regular interval. Orders that are considered "Dirty" (those requiring Data Mapping) won't be included when the Scheduler delivers orders until the necessary corrections are made to the order.
For more information about requiring specific pieces of data such as Account Number (aka Data Mapping) before being able to Deliver an order, see our dedicated Support Article on the subject.
Delivering Multiple Orders
As you receive orders in Stream, they'll land in the Orders Ready to Deliver section of the Stream dashboard:
To deliver the orders you see to gain access to the export format you have set, click the Deliver Orders button just below that table.
NOTE: This action will automatically deliver all orders that appear in this section.
For more information about requiring specific pieces of data such as Account Number (aka Data Mapping) before being able to Deliver an order, see our dedicated Support Article on the subject.
You'll be asked if you'd like to download the batch when doing so:
If Yes is chosen, you will have access to download your export file of this batch of orders:
Once the orders are delivered, they'll appear in the Batches section of the Stream Dashboard for future access, grouped by those you chose to deliver:
Delivering Individual Orders
In cases where you wish to deliver single or specific orders from the Orders Ready to Deliver section, enable the Select Individual Orders option below the table (1) and you will now see checkboxes to choose the desired orders to deliver (2):
Same as delivering a single batch, using the Deliver Orders button will deliver the selected orders.
For more information about requiring specific pieces of data such as Account Number (aka Data Mapping) before being able to Deliver an order, see our dedicated Support Article on the subject.
You'll be asked if you'd like to download the batch when doing so:
If Yes is chosen, you will have access to download your export file of this batch of orders:
Once the orders are delivered, they'll appear in the Batches section of the Stream Dashboard for future access, grouped by those you chose to deliver:
Downloading Batches
Once you've delivered (aka "batched") your orders, you can manage them in the Batches section as shown above.
Here you can use the Download Now button for each batch to download your export file for that batch.
Those that have been previously downloaded will have a smaller download button next to the date it was originally downloaded.
Clicking on a Batch ID (the unique ID of each batch of orders) will take you to the Search Orders screen and display the orders within that batch for further inspection or PDF access.
Searching Batches
By default, the Stream Dashboard shows only the last 30 days worth of batches. As you begin to accumulate multiple batches and have the need to retrieve a specific batch, the Search All button can be used to find the desired batches.
The resulting window allows you to search through your batches by Date Range or Batch ID as needed.
Viewing/Downloading PDF Copies
Wherever you see the "eyeball" icon on the Stream Dashboard, you can access a PDF copy of an order or batch.
The resulting popup will allow you to view the order(s) and save or print the PDF copies as needed:
Suspending Orders
When you receive orders that must be suspended either temporarily or permanently (aka Cancelling), the Suspend next to each order can be used:
When choosing an order to suspend, you'll receive a popup allowing you to add a note for reference.
Depending on your needs, you can choose to Temporarily Suspend the order, which lets you retrieve and deliver it at a later date, or Permanently Suspend it, which is the equivalent of Cancelling the order.
Choose the desired button at the bottom of the window to proceed.
Browsing Suspended Orders
Once an order has been suspended, it can be found under the Suspended Orders section of the Stream Dashboard:
Click on the number of Suspended orders to navigate to the screen that will let you browse Suspended orders.
On this screen, you can filter by any column shown by clicking on the Filter icon:
To reactivate an order that was Temporarily Suspended, click the Reactivate button to the right of the desired order. This will send it back to the Orders Ready to Deliver section of the Stream Dashboard.
To permanently suspend (cancel) an order, click the Suspend button to do so.
NOTE: This action can not be undone, and will require the Salesperson/Sales Agency to duplicate and resubmit the order if you wish to have it again.
Searching Orders
The Search Orders screen allows you to search through orders you've received in a variety of ways.
To navigate to this screen, click Search Orders at the top of the screen:
By default, this screen displays the orders you've received within the last week.
You can change the date range by using the Select Order Date drop-down:
You may also filter by PO Number using the filter shown.
When looking at your orders, you may filter by the columns seen on the screen using the Filter icon:
PDF copies can be gathered using the corresponding button on the far right of each order as you can on the Stream Dashboard.