Overview:
Upon receiving the order approval notification, associates must proceed to release the order. Only users with the Order Management Associate with Basic+ role have the required access to release ETO orders.
This article provides the steps on how to use ETO in Order Exceptions in Xvantage for Associates.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Click Order Management.
Ensure you are in the Pre-Order Exceptions tab.
Click Email to Order.
Use the search bar to locate the specific order, then press Enter. You can search using the Reseller PO, BCN, Confirmation ID, or Customer Name.
The matching results will be displayed.
Click the specific order to open its details.
Click Resubmit Order.
Note:
If an IMSO is generated through ETO, users can enter the Reseller PO number, verify that the order matches the submitted PO, manually release any holds, and then click Print to finalize the order.
If you encounter any issues while using ETO, open a ticket in IMServe and assign to X4S.GLBL.IM.SUP.
Sample order notification:
ETO Initial Order Sent to ETO Box and Order Acceptance:
ETO Order rejection sample:
