For orders with a status of Pending Authorization , you can still change the order payment method. To change the payment method for an order: On the Order menu, click Order status. The Search Orders page displays. To display a list of orders, specify search criteria, then click the Search Orders button. In the order […]
Canceling an order
Poetic allows you to cancel orders that are no longer needed or that have errors that cannot be resolved. You can only cancel orders with a status of Entry in Progress or Entry with Errors. You cannot cancel orders that have been processed. To cancel an order: On the Order menu, click Edit order. The […]
Authorizing a return
About authorizing returns Once a return has been requested, a decision must be made whether to allow (authorize) the request. The authorization process includes an option to escalate the request in order for someone else to make the authorization decision. Searching for and selecting a return to authorize To search for and select a return […]
About returns
Poetic allows users to manage the return of products from invoiced orders. The return process is as follows: A return request for the order is created in the system. The request is reviewed to determine whether it should be permitted. If the user isn’t qualified to make that decision, they can escalate the return request. […]
Working with contract renewals
About the contract renewal options Customers who purchase subscriptions must renew subscriptions when they expire. The renewal function includes sending a series of renewal notifications to let customers know that it is time to renew, and provide instructions for processing the renewal. The View Contract page includes: A link to the Renewal Dashboard – A […]
Viewing a summary of renewal orders
About the Renewal Summary The Renewal Summary provides a summary of renewal orders for multiple companies. From the summary, you can, depending on your security privileges: View a renewal order Edit a renewal order Download a report of the summary results Generating the Renewal Summary To generate a Renewal Summary : In the Subscription menu, […]