When you're entering an order or quote, it's important to make sure you're sending it to the right person. Here's how to do that: (See below for screen shots)
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When you're filling out the "Ordered By" field, hit F1 on your keyboard.
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This will bring up a list of names. Look for the person who placed the order or quote, and select their name.
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If the person's name isn't on the list, click on the words "Ordered By" and add them to the system.
By following these simple steps, you'll make sure that every order and quote goes to the right person. And that means our customers will get the right information at the right time.
Note:
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When you're entering the name, if the correct spelling of the name is not known, using F1 will help to identify the correct spelling of the name, which will cause the acknowledgement to go to the correct email address.
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If the contact is not in our system, we have to add them in to the system by clicking on the words "Ordered By".
If you have any questions, don't hesitate to ask.
EXAMPLE: Take note of the email when entering the name manually, as opposed to selecting the contact using F1:
