Awaiting confirmation

The ‘Awaiting Confirmation’ page is a dedicated space within our system where orders that have been priced by an advisor await customer approval. This interface allows for efficient monitoring and follow-up on price requests submitted by customers.

Key Features:

• Registration Field: Displays either the vehicle registration number for specific part requests or general categories such as ‘Stock’ for broader inquiries.
• Order Number: Each order is given a unique identifier, which remains consistent through the confirmation process.
• PO Number: If provided, it reflects the purchase order number for integration with financial tracking.
• Company Column: Indicates the company that has placed the order, enabling quick identification for account management.
• Make and Model: When applicable, it shows the make and model of the vehicle for which parts are requested, which is critical for ensuring order accuracy.
• Advisor & Requester: Lists the advisor who priced the request alongside the customer who initiated it, ensuring clarity in communication channels.
• Quote Value: The price quoted to the customer for the requested parts, awaiting the customer’s confirmation to proceed.

Navigation and Tools:

• Status Indicators: Colored dots signal the current status of the order, guiding advisors on necessary actions.
• Search Functionality: Utilize the search bar to quickly locate specific orders using various criteria.
• Export Capability: Allows for the exporting of the order list for reporting purposes or further analysis.
• User and Depot Selection: Filter orders by user or depot to manage orders across different teams or locations.
• Pagination Controls: Navigate through different pages to manage multiple orders with ease.

This page serves as a critical step in the order processing workflow, bridging the gap between the initial price inquiry and the final confirmation. It empowers advisors to keep track of pending confirmations and enables timely follow-ups to ensure customer satisfaction and order progression.