Orders

Covers the Orders page and the left-side navigation pane, as well as how to view an order and order routing, edit, reprint, and cancel an order. It also covers submission errors.

How to Navigate the Orders Tab Page
Once a book has been created and checked, the order is ready for submission. The Orders page manages order submissions, order routing,  and displays the sta...
Tue, 6 Oct, 2020 at 10:42 PM
How to Navigate the Order Details Page
Access any order's Order Details page by clicking on the order within the list. The Order Details page displays with the order ID at the top of the pag...
Tue, 6 Oct, 2020 at 10:50 PM
How to Edit a Shipment
A shipment can be edited when it is the Accepted, Errored, and Processing state. Shipments in the Cancelled, At Dispatch, or Shipped state do not have the E...
Tue, 6 Oct, 2020 at 10:53 PM
How to Reprint a Shipment
Reprinting allows customers to send the items in an order for reprint. Each item can be selected to reprint and ship up to the original quantity of each ite...
Tue, 6 Oct, 2020 at 10:56 PM
How to Cancel an Order
Orders can be cancelled at any time except when in the Shipped state. Follow the steps below to cancel an order: 1. Click to open the Orders page. The A...
Tue, 6 Oct, 2020 at 10:57 PM
How to Navigate the Order Management Page
The Order Management section includes order routing feature and the submission errors. Order routing allows orders to be directed to the various PSPs. Each ...
Tue, 6 Oct, 2020 at 11:02 PM
How to Navigate the Order Routing Page
Clicking on an order routing set opens the page to view and edit the rule set.  The following is an example of a rule where phrases in italics are selec...
Tue, 6 Oct, 2020 at 11:04 PM
How to Add a Rule Set
Adding a rule set allows the user to direct the order to different destinations based on specific criteria. Follow the steps below to add a rule set: 1....
Tue, 6 Oct, 2020 at 11:09 PM
How to Edit a Rule Set
Follow the steps below to edit a rule set: 1. Click to open the Orders page. 2. Click to open the View Order Routing option in the Order Management ...
Tue, 6 Oct, 2020 at 11:10 PM
How to Delete a Rule Set
Follow the steps below to delete a rule set: 1. Click to open the Orders page. 2. Click to open the View Order Routing option in the Order Managemen...
Tue, 6 Oct, 2020 at 11:14 PM