Orders Introduction
The Orders area is the primary section used by administrators to upload and create sales orders, and to organize the orders into batches. Orders define a record of sale for your company that is used to trigger compensation calculations. Using the Orders area, you can add batches to a queue for processing, initiate credit and incentive calculations, as well as create validation rules and corresponding validation error messages.
What You Can Do
You can complete the following tasks in the Orders area:
- Upload orders, download orders to a file, and create or delete order items
- Create a batch, and assign orders to a batch
- Add batches to a queue for processing (such as calculating through credits or incentives and resetting to pre-credits or pre-incentives)
- Release held commissions through the process queue
- Create validation rules and validation error messages
- Save commonly used searches for future references and ease of use
note: To improve the experience of navigating between orders and results, the period you select in the Orders and Results areas remains in effect (during your current session) until you select another period.
Typical Implementation Process Flow
Access Control and Privileges
The Orders privilege with its underlying pages is needed for access to the Orders area. You can provide various administrator roles read-write or read-only access to the primary menus of the Orders area. This is helpful if you have teams of administrators with different roles (create, process, check status, and so on).
Related Articles
The following articles detail each of the primary menus and functions of the Orders area: