Deferred Orders Future Date

Deferred Orders Future Date

Click on the "Phone" button on the home screen and enter the phone number to pull up the customer's info.







Click on the "Notes" button at the top of the page.





Click on "Add Note" and enter the note and hit "Complete". Then Select "Okay" to save changes.



















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    • Looking Up Deferred Orders for Future Date

      In order to look up an order that has been deferred to a future date, begin by clicking on "Back Office" on the home screen. Now, click on "Deferred Orders". This will allow you to select a date to pull up deferred orders scheduled for that day. You ...
    • How To Enter Customer Notes

      Click on the "Phone" button on the home screen and enter the phone number to pull up the customer's info. Click on the "Notes" button at the top of the page. Click on "Add Note" and enter the note and hit "Complete". Then Select "Okay" to save ...
    • How to Take a Deferred Order

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      Most likely, it is because the customer has been placing orders under a different account.  Look for duplicates of the customer, and combine them if needed.  Shoot an email off to repeat returns (Dana@repeatreturns.com/ Shelley@repeatreturns.com) to ...
    • Looking Up Customer Order History

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