Every wholesale order maintains a complete record of all changes made, allowing you to audit who did what and when. This is especially important in wholesale operations where amounts are significant and multiple people may intervene on the same order.
How it works
An order's history automatically records each modification with the exact date and time of the change. This includes edits to order data, tracking status changes, price or quantity modifications, and any other relevant updates.
In a wholesale environment, where sales reps may modify their customers' orders, administrators adjust commercial conditions, and the system updates statuses automatically, the history provides complete traceability for each operation.
When significant changes occur on an order, the system can send email notifications to the parties involved: the wholesale customer, the assigned sales rep, and the admin team, keeping everyone informed about the order's progress.
Available options
- View edit history: Review all changes made to the order with their timestamps and the user who made them.
- Status change log: Review the order's progression through the different tracking statuses (Received, In preparation, Shipped, etc.).
- Email notifications: Relevant changes trigger automatic notifications to the wholesale customer and the assigned sales rep.
Tips
- Check the history if you need to verify when a specific change was made, who made it, or what commercial conditions were originally applied.
- Email notifications keep the wholesale customer informed about their order's progress without manual intervention, improving the commercial relationship.
- The history is especially useful for resolving disputes or claims with wholesale customers, as it provides an objective record of events, including the prices and conditions applied.
- Use the history to verify that sales reps are correctly managing their customers' orders.