Sage Sync Resource Guide

PROCESSING RETAIL ORDERS

ACTUAL INSTALL/DELIVERY DATE

After an order is installed, the next action required is to Enter Actual Install/Delivery Date. This is the date that the install is 100% completed. Active Orders are with an Actual Install/Delivery Date of yesterday and today, Pending Orders are with an Actual Install/Delivery Date in the future or set as pending, and Past Due Order are with an Actual Insta//Delivery Date more than one business day ago.

After selecting Active Orders, Pending Orders, or Past Due Orders under Enter Actual 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.

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