Overview:
This document includes steps on how to extract customer orders report in X4A.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates (X4A) and open it.
From the left navigation menu, go to Sales à Order status tracking (OST). Put your desired customer account number (BCN) in the 2nd search box, and press Enter. All orders for this client will show up as search results.
On the right, you will have 2 options for downloading the report:
Export option – This allows you to download an Excel file on your computer with all the orders for that customer.
Order reports option – You will be redirected to a new section of OST in which you have the possibility to send the report in CSV or XLS format. In the Action column you can also specify the way in which the report is sent:
Email report – This option is the same as the Export one in the primary OST screen but will only show the open orders for the customer (it will not include the delivered/shipped/cancelled ones).
Manage subscription – by activating this option, you will be able to receive a daily report to the email address that you have provided.
You can send the report to a maximum of 10 email addresses. If you need to send it to more people internally or externally, please ask them to create a group email address.
After a couple of minutes, you will receive an email with the format of the report that you have chosen.