Order Desk

How to Clean-up Data in Custom Fields After Import to Order Desk
Most of the Order Desk data is imported from the website and the Ecwid shopping cart.  There are, however, things that need to be reviewed and adjuste...
Fri, 24 Jul, 2020 at 5:15 PM
Process for Scheduling Orders in Order Desk
Summary Order Desk is an online software system used to track all orders, communicate to fulfillment partners and use for rebilling purposes. As the Ec...
Fri, 24 Jul, 2020 at 9:24 PM
Process for Moving the Orders out of the “Fulfilled” Folder:
The “Fulfilled” folder is a holding folder to watch orders after they have been sent to the warehouse, but still need to be monitored.  Typically, we are wa...
Fri, 24 Jul, 2020 at 7:17 PM
Process for Closing out Rentals in Order Desk
When a Rental is Returned:   Use this process to complete the order when a rental is returned. When a customer returns a knee walker to the warehouse, m...
Fri, 24 Jul, 2020 at 5:55 PM
Process for Canceling Orders with Order Desk
Depending on where the order is in the fulfillment process, a multitude of steps need to take place when a customer cancels an order, especially if the w...
Wed, 29 Jul, 2020 at 12:44 PM
Process for Credit Card Declines and Collections
Credit Card Declined / Collections:   Use this process if a credit card has declined for a rental renewal or rental final charges. Billing will move the...
Fri, 24 Jul, 2020 at 5:32 PM
How to Modify and Print an Invoice in Order Desk
Modifying an Invoice:   An invoice will need to be modified if a customer upgrades a knee walker, adds a KPC after placing the order, orders a replacem...
Wed, 29 Jul, 2020 at 9:08 AM
How to Add the Serial Number to the Invoice
Adding the serial number to the invoice:   When the warehouse provides us with the serial number that they shipped, we will need to add it to each invoice...
Fri, 24 Jul, 2020 at 5:52 PM
When to Add Internal Notes to Order Desk
  Remember to comment on orders when appropriate.  Each comment gets stamped with name and time, so there is no need to put that information in your commen...
Fri, 24 Jul, 2020 at 7:02 PM
How to Tag an Order in Order Desk
  There is a way to tag orders with a color to call attention to them.     Right now, use the following colors: Yellow:  Scheduled order at a future...
Fri, 24 Jul, 2020 at 5:24 PM