The Sales Overview page (available in both the CMS and AMP Shop) provides a comprehensive view of all orders placed by sales reps and buyers. Regularly monitoring this page ensures you don’t miss any new orders that might not appear in your email and enables you to approve or edit orders if you’ve set up an order workflow.
Accessing the Sales Overview Page
You can access the Sales Overview page in two locations:
- CMS: Click on the Sales Activity tab.
- AMP Shop: Click on the Sales Overview tab.
This page allows you to view all orders placed through AMP, as well as orders imported from your backend system. It also gives you the ability to approve, edit, and track orders through different stages.
Viewing Order Details
- Click on the date of any order to open and view its detailed information.
- In the CMS, you have additional options for interacting with orders, such as filtering based on customer, territory/rep, CSR, or the email address of the person who placed the order.
If you are a CSR or Sales Rep, your view will default to show only orders assigned to you via the Territory/Rep Code.
Filtering Orders
Use the filtering options to streamline your view and find specific orders:
- By Customer: Filter orders by a specific customer to focus on their activity.
- By Territory/Rep: Filter orders by territory or rep to see orders assigned to specific sales reps or areas.
- By CSR: Filter orders by the CSR who is handling them.
- By Email Address: Filter by the email address of the person who placed the order.
Order Types and Status Filters
Order Type: Filter by order type, such as:
- Genuine Orders: Officially placed orders.
- Quotes: Orders that are in quote stage.
- Tests: Test orders for evaluation.
- Voided Orders: Orders that have been canceled.
Order Stage: If an order workflow is enabled, you can filter orders by the current stage. This lets you track where each order is in your internal workflow (e.g., "In Progress," "Approved," "Shipped").
You can find the order stages under the "Stage" column, and filter them by selecting the appropriate stage from the dropdown menu.
Search Orders by Order Number or PO Number
- Use the search fields in the Order # and PO # columns to quickly find specific orders. This is especially helpful when buyers inquire about particular orders.
- You can also filter orders by date by using the Date column. Select a date range to view orders placed within that period.
Custom Columns
If you need additional data columns for your orders (such as custom fields for your business), please contact AMP support at support@amptab.com for guidance and options on customizing your order views.
Moving Orders Through the Workflow
To progress an order through your order workflow:
- Click on the order date to view the full order details.
- In the upper-right corner of the order page, you’ll find the Order Workflow section.
Here, you can review the order and click through the workflow stages to move it from one phase to the next. This ensures orders are processed correctly, from placed to closed and ready to ship.
Summary of Key Features
- View Order Details: Click the order date to see more details.
- Order Filters: Easily filter orders by customer, rep, stage, type, or date range.
- Order Workflow: Move orders through defined stages and update their status as needed.
- Custom Columns: Contact support if you need additional columns for order data.
- Search Orders: Quickly locate orders using the Order # or PO # search fields.
Pro Tips
- Order Workflow Visibility: If you have an established order workflow, ensure your team knows which stages are critical for their role in the process.
- Stay on Top of Inactive Orders: Regularly check the Sales Overview page to stay informed of any unapproved or pending orders.
By effectively using the Sales Overview page, you can ensure that all orders are tracked, approved, and processed in a timely manner, enhancing both your team's workflow and your customer satisfaction.