Managing your Orders within Insight

Managing your Orders within Insight

Synchronizing Orders

Orders can be set by request to auto-sync. Contact your Sales-Rep to have this setup for you. Alternatively, to manually start the synchronization process, click SYNC in the top center of the page.

Depending on the number of orders we receive from your eCommerce store, this may take a few minutes. Please be patient during this time.

Searching Orders

We currently offer the ability to search for orders by order number, suburb and a combination of both. Simply enter the criteria into the relevant search boxes and click SEARCH.

Once you have finished your task, you can reset the search by:

• Selecting the CLEAR button; or

• Clear both search fields and click SEARCH.

Processing Orders

You can process multiple orders or one at a time, whichever you prefer. Select the orders in the list using the "Ctrl" key on your keyboard and using your mouse to select each of the orders that you wish to submit then click the Submit button. Follow the onscreen prompts to complete the order.

Archiving Orders

When you have completed the entire fulfillment cycle for an order, you can archive it. This removes it from your orders page but may show up in relevant searches. If you archived an order by mistake, please contact us at it@bex.co.za to have it returned from the archive.

Address Management

Within your list of Synced Orders, there are three columns Accuracy, Accuracy Percent, and a Coloured Indicator. These columns give you visibility on how accurate we deem your address to be.

⚠️ It is important you take note of these values and correct any addresses that are deemed to be inaccurate.

You can do this by double-clicking the order in your Orders listing view, which will bring up the Order Address Management screen.

From this editor you can can use the search box under suggested address to search for the correct address for your chosen order and/or correct any other information within the address. You can also use the load next address to quickly load the next order in the list.