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      Add An Order Queue

      Details: Location: Administration > Sales > Order Queues > Add Order Queue Order Queues are used to capture and manage orders based on specific criteria. Order Queues ONLY display Orders, not invoices. Adding an Order Queue allows you to specify managers and rules for the Queue. *NOTE: You must manually remove orders from your Queues, the system does not do that for you. Step by Step:

      1. Enter a name for the Queue, such as New Sales Orders, Orders to be Rescheduled or Warehouse Orders.

      2. Select a Manager(s) for the Queue. Managers will be the only users allowed to remove orders from the Queue. Managers will also see the new Queue listed in the My Queues pull-down list in the Menu bar (next to My Reports and Window).

      3. Check off the automated Queue Rules. Queue rules dictate which type of orders are added to the Queue. You are not limited to the number of rules a Queue has. A Queue is not required to have any rules and users can simply add orders to the queue as needed.

      Order Queue Rules:

      • POS - Bill Me Later Orders: Auto-captures all POS Transactions checked off as Bill Me Later.

      • POS - Warehouse Orders: Auto-captures all POS Transactions checked off as Warehouse Order.

      • Return - Cancelled Orders: Auto-captures all cancelled Return Orders.

      • Return - Invoiced Orders: Auto-captures all invoiced Return Orders. Since Queues only display orders, the order will be in an Open-Invoice-Full or Closed-Invoice-Full status.

      • Return - New Orders: Auto-captures all new Return Orders.

      • Sales - Cancelled Orders: Auto-captures all cancelled Sales Orders.

      • Sales - Invoiced Orders: Auto-captures all invoiced Sales Orders. Since Queues only display orders, the order will be in an Open-Invoice-Full or Closed-Invoice-Full status.

      • Sales - New Orders: Auto-captures all new Return Orders.

      • Sales - New Orders entered with No Schedule Date: Auto-captures all Sales Orders that have no service tasks assigned. This would allow Service Managers to view orders that need to be scheduled.

      • Sales - New Orders with Insufficient Inventory: Auto-captures all Sales Orders where there is not enough inventory in stock for one or more of the items on the order.

      • Sales - Vendor Purchase Order - Ordered: Auto-captures all Sales Orders where a vendor Purchase Order has been associated to the customer and Sent to the Vendor.

      • Sales - Vendor Purchase Order - Received: Auto-captures all Sales Orders where a vendor Purchase Order has been associated to the customer and inventory has been received.

      • Sales - Warranty Item(s): Auto-captures all Sales Orders where one or more items were marked as Warranty.

      • Service - Cancelled Orders: Auto-captures all cancelled Service Orders.

      • Service - Invoiced Orders: Auto-captures all invoiced Service Orders. Since Queues only display orders, the order will be in an Open-Invoice-Full or Closed-Invoice-Full status.

      • Service - New Orders: Auto-captures all new Service Orders.

      • Service - New Orders entered with No Schedule Date: Auto-captures all Service Orders that have no service tasks assigned. This would allow Service Managers to view orders that need to be scheduled.

      • Service - New Orders with Insufficient Inventory: Auto-captures all Service Orders where there is not enough inventory in stock for one or more of the items on the order.

      • Service - Tech Marked Complete: Auto-captures all Service orders where one or more tasks on the order were marked as Complete.

      • Service - Tech Marked Incomplete: Auto-captures all Service Orders where one or more tasks on the order were marked as Incomplete. This allows the Service Manager to quickly find orders that need to be rescheduled.

      • Service - Vendor Purchase Order - Ordered: Auto-captures all Service Orders where a vendor Purchase Order has been associated to the customer and Sent to the Vendor.

      • Service - Vendor Purchase Order - Received: Auto-captures all Service Orders where a vendor Purchase Order has been associated to the customer and inventory has been received.

      • Service - Warranty Item(s): Auto-captures all Sales Orders where one or more items were marked as Warranty.