Overview:
This document provides the steps on how to extract customer order reports in XVantage for Associates (X4A).
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Then, select Order status tracking (OST).
Once you are on the OST page, enter 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 onto your computer with all the customer’s orders.
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 – Through this option, you will receive a daily report at 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, a group email address needs to be created.
After a couple of minutes, you will receive an email with the format of the report that you have chosen.