Sales Portal

01- Scheduler
1. Scheduler Upon clicking Log In, the Sales portal will display the home page as shown below.  There are buttons in the left column to help users perfo...
Mon, 7 Mar, 2022 at 12:18 PM
02- Central Command
1. Awaiting Allocation This is the Central Command page and it has three views which are:  Awaiting Allocation (Shows all sales order approvals that ...
Mon, 7 Mar, 2022 at 12:19 PM
03- CA Cost Tracking
1. CA Cost Tracking In CA Cost Tracking page, it contains five views which are:  Weekly Rebate (Records the competitor’s weekly rebate)  Daily Rebate...
Mon, 7 Mar, 2022 at 12:19 PM
04- Customer Analytics
1. Customer Analytics In Customer Analytics page, there are four views (top navigation buttons) which are available on this page, they are:  Daily Re...
Mon, 7 Mar, 2022 at 12:21 PM
05- SO Listings
1. Processing Newly Submitted Orders When a distributor has just submitted their Purchase Orders through optimalOne, these Purchase Orders will appear in...
Mon, 7 Mar, 2022 at 12:21 PM
06- Other SO Listings
1. Other SO Listings This is Other SO Listings page which contains five views (top navigation buttons) that are available on this page:  With Issue...
Mon, 7 Mar, 2022 at 12:21 PM
07- Rebates by PO
1. Awaiting Submission In Rebates by PO page, there are three views (top navigation buttons) that are available on this page. They are:  Awaiting Sub...
Mon, 7 Mar, 2022 at 12:22 PM
08- Customer
1. Awaiting Approval To view the details of purchase order, user needs to select any customer name.  A new dialog box will appear for user to view the ...
Mon, 7 Mar, 2022 at 12:22 PM
09- SO Allocations
1. Sales Order Allocation Listings To view the sales order, user has to select at any distributor name.  A new dialog box will appear for user to view ...
Mon, 7 Mar, 2022 at 12:22 PM
10- Inquiries
1. SO Inquiry At any time, you can find an order in the system by going to the Sales Order Enquiry page and search for an order.    - Click on the ...
Mon, 7 Mar, 2022 at 12:22 PM