Articles on: Orders

How to forward or unforward orders to a partner company

This guide offers a quick overview of how to forward orders to a partner company.


Introduction:


Dropboy provides a feature that allows you to either "unforward" or "forward" orders to your partner company. Unforward means if an order was received from your partner company, you can send it back to them. Forward means you can send an order, created by you, to your partner company.


If you're unfamiliar with networks, follow this article: What are the features of the "Networks" tab? How can I read the "Networks" article sequentially


Steps:


  1. Open the web-portal and log in.


If unfamiliar, follow this article: How to login in to the Dropboy web application

  1. Navigate to the Orders tab.


If unfamiliar with basic navigation, follow this article: How to learn 'Basic Navigation' of the web Dropboy application



  1. Select the orders you want to forwords to your partner company or choose the entire page order at once.


Learn how to select all orders with one click and its benefits: How to select all orders at once and perform actions together


  1. Click 'Three Dot Menu Icon'.



  1. The menu options list will be Shown.


  1. Click on the 'forward' option.



  1. Assign To will be shown,


Two options visible: 'Unforward' or 'Forward'.


  • Unforward: Selecting this option and save.


It will retract or cancel the forwarding of previously sent orders, returning them to their fowarded company.



  • Forward: Selecting the "Forward" option and confirm, it will display a dropdown menu where you can choose your network from the available options.


The selected orders will be forwarded to your partner company.



Related Articles:How to manage order assignments and unassign from 'Trays', 'Vehicles', or 'Routing Rules' in a single popupHow to unassign any order or multiple ordersHow to create a duplicate orderHow to print bills for one or multiple ordersHow to print labels for one or multiple ordersHow to use the direct menu option to send orders to 'Routing Rules'


What is the Orders tab? How can I read order tab articles sequentially?


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Updated on: 20/11/2024

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