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Changing the status of an order

Because you have authenticated your identity as user ID 50, you are a manager that can perform all the same tasks as a sales person, but you have the added ability to accept or reject orders. By accepting or rejecting an order, you are changing the status of it as well as adding additional note for the sales person to review. However, the data in the consolidated database is unchanged until you synchronize.

To approve, deny, and delete orders

1. Approve the order for Apple Street Builders.

   1. Click Previous to locate this customer.

   2. Click Approve to approve the order.

   3. In the Approve Order dialog, choose Good work! from the Note dropdown list.

   4. Press Enter.

      The order appears with a status of Approved.

2. Deny the order for Art's Renovations.

   1. Go to the next order in the list, which is from Art's Renovations.

   2. Click Deny to deny this order.

   3. In the Deny Order dialog, choose Discount is too high from the Note dropdown list.

   4. Press Enter.

   The order appears with a status of Denied.

3. Delete the order for Awnings R Us.

   1. Go to the next order in the list, which is from Awnings R Us.

   2. Delete this order by choosing Order > Delete.

      You are asked to confirm the deletion. Click Yes.

      The order is marked as deleted. However, the current data remains in the UltraLite remote until you synchronize changes to the consolidated database.