Clients follow their orders

What it is

Each request and each order on the portal shows a tracker with eight stages: New, Sourcing, Quoted, Approved, In production, QC, Shipped and Delivered. The order page also lists what was ordered, the buyer’s own reference and the shipments with their tracking.

Why it matters

Clients see where their order stands without asking you, and the tracker never says more than your records show.

Steps

The tracker moves on by itself, from what you record:

Stage	Reached when
Sourcing	The request is no longer New, or a request for quotation exists
Quoted	A quotation is submitted
Approved	The client approved a quotation, or a client order is submitted
In production	The factory order is submitted
QC	A quality inspection is submitted on the goods received from the factory
Shipped	A delivery note for the client order is submitted
Delivered	A shipment for that delivery is marked Delivered

Common mistakes

• Leaving the factory order as a draft. The client’s order stays at Approved until you submit it.
• Telling a client their goods have shipped before the delivery note is submitted. The portal will still say otherwise.

Tips

• The buyer’s order number (Customer’s Purchase Order on the client order) is shown on the portal as “Your reference”.
• Sourcing has no pages for quality inspections, delivery notes and shipments yet. Type Quality Inspection, Delivery Note or Shipment in the search bar at the top to open its list.