Sage Sync Resource Guide

ACTION REQUIRED ITEMS

RETAIL ORDERS

All jobs that need attention are listed in Action Required Items – Retail Orders. Dates/Schedule & Confirm Order • Contact Customer - Orders that need the date that you first contacted the customer • Enter Ready to Measure/Template Date – Orders that need the date that the customer will be ready to have a measure or template completed • Enter Measure/Template Date – Orders that need the scheduled measure or template appoint ment date • Enter Actual Measure Detail Date – Orders that need the date the measure was completed, only for measure orders • Submit Change/Confirm – Orders that need a change order or orders that need to be con firmed if there are no changes • Validate Change Orders – Orders that have a new or additional RO as a result from a change order and need to be confirmed or submit another change order • Enter Scheduled Install/Delivery Date – Orders that need the scheduled installation appoint ment date • Enter Actual Install/Delivery Date – Orders that need the date the installation was completed • Pending Change Orders – Orders that are on hold after change order submittal Documents • Upload Post Template Drawing – Orders that need a post template drawing uploaded after a completed measure/template

• Print Packing Slip – Delivery orders that need the packing slip to be printed • Upload COC/POD – Orders that need the signed COC or POD to be uploaded

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