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Bump / Move Orders

Notify - How To

This outlines How To Bump / Move Orders in Notify.

 

How To Bump / Move Orders?      ▲ ▼

Orders/Sales can be bumped/moved as follows:

 

Individually     ▲ ▼
  • Select an order/sale listed in any one of the Order Processing Steps (columns).
  • Select the:
    • Right arrow to bump/move the order/sale to the NEXT processing step (that includes any Additional steps, if configured).
    • Left arrow to bump/move the order/sale back to the PREVIOUS processing step.

 

ntf-settings-screen-1

 

Notes...



If an order/sale is selected in the last processing step (right most column) or in the last additional step of the last processing step and the right arrow is selected, a SMS notification (if configured) will be sent to the patron who submitted the order/sale. The order/sale will also be removed and will no longer be available to Notify.

 

Multiple     ▲ ▼
  • Select the Bump all option displayed at the bottom of the processing step.

 

IMPORTANT

 

To ensure a Bump all option is displayed, ensure the Bump All option is enabled for the processing step in Settings.

 

  • Once selected, a confirmation prompt will be displayed. Select the Bump All option to bump all the orders/sales listed in the processing step to the next processing step. Otherwise, select the Cancel option.

 

Notes...

 

if a filter has been applied, then the Bump All option will only bump those orders/sales that have been listed as a result of the filter.

 

ntf-settings-screen-2

 

End of article      ▲