How to Access Order Status Tracking in Xvantage for Associates through CRM

Overview:

This article explains how to access Order Status Tracking from Xvantage for Associates (X4A) CRM to monitor the status and progress of customer orders.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, navigate to Order Status Tracking under the Sales section.

6. The Order Status Tracking page opens within Xvantage for Associates.

7. If you have access to multiple countries, select the appropriate country from the dropdown menu in the upper-left corner of the page and click Continue.

8. The system displays all orders for the selected country.

9. You have successfully accessed Order Status Tracking and can view order information, monitor order progress, and track the current status of orders for the selected country.