Sage Sync Associate Resource Guide

ACTION REQUIRED ITEMS

Any order that requires your action to be taken on it will be shown here. 1. Confirm Change Order • Orders with a change order that requires the customer to approve in their My Projects (selling method: CDT) or an add-on PO / refund/rebill 2. Upload Laminate Order Form • Laminate – Product Only orders that do not have a Laminate Order Form file type attached 3. Upload Vanity Order Form • Small Project orders that do not have a Vanity Order Form file type attached Important note: Orders in the categories above are in a HOLD status, it’s crucial to resolve as soon as possible to move forward with the countertop project

4. Notes

• Orders with notes for easy visibility to read and reply

To view what classifies an order as “Past Due” under each category, hover over the info icon

Click on Active Orders or Past Due Orders where orders exist on the homepage • All orders can also be viewed under any category by clicking on Action Required, then Confirm Change Order, Upload Laminate Order Form, or Upload Vanity Order Form • Click on the blue hyperlink to view the order details