Sage Sync Resource Guide

PROCESSING RETAIL ORDERS

SCHEDULED INSTALL/DELIVERY DATE

After an order is confirmed for NON-IME jobs and IME jobs are approved and paid - the next action required is to Enter Scheduled Install/Delivery Date . This is the date that the install is scheduled with the customer. Active Orders are received in the past five business days, Pending Orders are set as pending, and Past Due Orders are received more than five business days ago.

After selecting Active Orders, Pending Orders, or Past Due Orders under Enter Scheduled Install/ Delivery Date, there will be a list of Retail Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

27

© 2023 Sage Surfaces LLC