Overview:
This article explains how to access the Active Orders view in CRM and review key order information, including order status, customer details, and order totals.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Orders.
The My Orders view opens by default unless a different default view has been configured.
Select the current view name to display the available views.
Select Active Orders.
The Active Orders view displays a list of active orders and related information, including:
Order Name
Status Reason
Grand Total
Customer
Email