The Order History feature in Phox automatically calculates and tracks your commercial term payments, streamlining your workflow. Here’s how to effectively use this feature
1. Accessing Order History
Log in to your Phox account.
Navigate to the “Order” and the "Order History" section from the main dashboard.
2. Filtering Orders
Automatic Filters: The system automatically applies filters to track commercial term payments.
Search Bar:
Use the search bar at the top of the Order History page to quickly filter specific orders.
Enter keywords related to the manufacturer, date range, or status to find the orders you need.
3. Reviewing Order Details
Order Overview:
Instantly review the total order cost, commercial term, and true cost amounts displayed next to each order.
Detailed View:
Click the arrow next to an order to expand and view more details about it.
4. Managing Notes
Add Notes:
Click on the notes icon next to an order to add any related notes.
Save the notes for easy access later.
5. Updating Order Status
Change Status:
Update the order status by clicking on the status dropdown next to the order.
Use this to remind yourself to follow up or to confirm the completion of the order.
6. Redownloading Order Forms
Download Button:
To redownload your order forms, click the download button next to the order.
The forms will be downloaded to your device for further use.
7. Duplicating Orders
Duplicate Button:
To repeat an order, press the duplicate button next to the order.
This action will create a new order with the same details, which you can then adjust as needed.
8. Tracking Commercial Terms
Automatic Calculation:
Your commercial terms are automatically calculated by the system.
Mark as Received:
Once you have received your commercial terms, easily check them off in the system.
These steps will help you efficiently manage and track your orders using the Order History feature in Phox. For further assistance, refer to the detailed guides and support available within the platform.