Processes

Practical knowledge MHZ.expert

In this article we will show you the different processes.

The main navigation takes you to the "processes" menu point.

Bildschirmaufnahme von der Menüleiste Vorgänge in Expert

Here you can choose from:

  • Orders
    Price information
    Pick-up orders
    Service orders
    Deliveries 
    Free deliveries
    Invoices/payments/credit notes
    Sales list

Example process "Orders"

Bildschirmaufnahme vom Bestellvorgang in Expert

The search mask is repeated, only slightly modified, in all other transaction types such as price information, collection orders, etc.

  1. Status: Here you can filter between pending or completed orders.
  2. Characteristic: You can browse your orders by commission, order number or item number. 
  3. Time frame: Narrow down the time frame of your search. You can either choose between the predefined periods (slider to the left) or enter an individual period (slider to the right).
  4. Column description: With a click on the column description you can change the sorting of the columns from increasing to decreasing.
  5. Order number: By clicking on the order number you will get to the detailed view and can see the status of your order.
  6. Shopping cart: By clicking the shopping cart icon, your already placed order will be added to the shopping cart again. 
  7. PDF document: If the PDF icon is red, you can download your order confirmation as a PDF file by clicking on the icon. If the icon is black, no order confirmation is stored in the system yet.

 

More instructions