Assigning Employees to Monitor Remote Orders

Use the Remote Message Maintenance window to identify which employees are notified about various types of remote orders. For example, the system can send messages about e-mail orders to one person, and messages about Web orders to another.

Any settings for the individual order types override the Default User Messaged fields in the Remote Order Entry Parameters window.

Before you begin, verify that a customer maintenance record exists for this customer.

To identify employees for remote order entry notification:

  1. From the Files menu, select Customer to display the Customer Maintenance window and display a customer record.

  2. From the Orders menu, select Remote Order Entry Parameters to display the Remote Order Entry Parameters window.

  3. From the Edit menu, select Remote Messaging to display a list of order types for which to manage messaging.

  4. When prompted, choose an order type for which to set remote messaging options.

  5. Identify the users who will monitor remote orders using the following fields.

Note: To assign multiple users to one field, either assign a message group or use the Multiple Items button to the right of the field.

Field

Description

Users Messaged Upon Log In

User ID or Message Group notified whenever the remote user logs in.

Users Messaged With New Order Number

User ID or Message Group notified whenever the remote user enters a new remote order.

Users Messaged With Order Changes

User ID or Message Group notified whenever the remote user changes the order.

Remote Order Queue Users

User ID or Message Group responsible for monitoring orders in the Remote Order Entry Review Queue and clearing the orders for processing.

  1. Click OK to save your changes and exit the window.

See Also:

Remote Order Entry Overview

How the System Determines Employees for Remote Order Entry

Setting Remote Order Entry Parameters