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Poetic Online Help

Page-level help for the Poetic application

  • Admin
  • Basics
  • Downloads
  • License Management
  • Order Management
  • Profile Management
  • Reports

Changing a company’s primary contact

Each company has a primary contact. This person is the default point of contact for the company. To change the primary contact: On the Overview tab of the Company Profile Maintenance page, click Change Primary Contact. The Search Users form displays the company’s active users. You can use the search criteria to narrow the list […]

Filed Under: Profile Management

Authenticating a new user

When a user registers as a new user for an existing company, their record is flagged to indicate that they need to be authenticated. The authentication confirms that the user belongs to the company. Unauthenticated users cannot log into Poetic with a user name and password. They can only log in with a LAC. When […]

Filed Under: Profile Management

Adding users to your company

To add a user to your company: On the Administration menu, click My users. The Search Users page displays. Click Add User. The User Profile Maintenance form displays. Enter the user’s contact information, then click Save.

Filed Under: Profile Management

Inactivating and re-activating a company

To prevent all of the users of a company from having access to Poetic, you can inactivate the company. You can also re-activate a company that has been inactivated. Inactivating a company To inactivate a company: On the Overview tab of the Company Profile Maintenance page, click Make Inactive. The Inactivate Company form displays. Use […]

Filed Under: Profile Management

Viewing information about a return

To search for and view information about a return: On the Order menu, click Return status. The Search Returns page displays. If you belong to an end customer, Poetic automatically searches for and displays the returns for orders belonging to your company, with the search criteria section closed. In the search criteria, the Company name […]

Filed Under: Order Management

Fields on the View Return page

Return Header Information Order # The number of the returned order. Click the order number to display the View Order page for the order. Program The name of the program under which the order was placed. Return status The status of the return. Return order # For received orders, the number of the return order […]

Filed Under: Order Management

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