How to Identify and Import an Order From an Offline Quote

When a customer orders a part from an offline quote, the part’s owning location will get an email notification. This includes information for the purchase of the offline quote. To import the order into Visual, follow these steps:

Step 1. Receive an email notification that a new offline quote order has been placed for your location.

Step 2. Open Visual to the Customer Order Entry screen. Click on the Craft icon. Craft is our ecommerce website software.

Step 3. Filter the results by site. This will allow you to see ecommerce orders placed for your location only. An order from an offline quote will begin with EOQ.

An order from an offline quote that already has a part created will appear similar to a standard eCommerce order, but the order number has the prefix EOQ.

Step 4. When you find the order, highlight the line and right click on the order line under Visual Order ID and select Craft Order Detail. You can log in and view important information about the order similar to importing an Ecommerce order.

Step 5. Log in to Craft.

After logging in, you will be sent directly to the order you selected in the import tool.

Step 6. View the order details and fill in any missing information.

Note: Craft contains all the information on the customer’s order that was automatically filled in by the website. However, some information may be missing, and you can fill in any such information at this time. For example, if the customer already has an account, the Visual Customer ID may be missing in the Craft Order. Enter this information in this step.

Step 7. Highlight the order line, then select “Import” at the bottom of the screen.

Step 8. Confirm the customer ID, note the warnings about the part and create the order.

While the order is importing into visual, a pop-up with all appear to confirm customer ID stating “Confirm Match”. Review the popup to confirm the customer ID or to populate a new ID. Click “OK” when finished
A second popup will appear asking if you'd like to create the order.

All e-commerce offline quote orders will be imported into Visual in an “On Hold” state by default.

Once imported, a popup with the finalized order number will appear. It will begin with EOQ to connote the type of order it is.

Step 10. Complete the order processing in Visual.

The import tool provides you the Order ID – So return to Visual and manually enter this in the Customer Order Entry.

Step 11. Confirm the order details and proceed with your standard order entry process.

Compare the order details in Visual with those in Craft to ensure they are correct.
Process the order. Many locations update the order by filling in fields (if not already populated by ecommerce entry) such as Order Entered By, PO Received Date, and line item Ship Dates.

Release order into production.

Please reach out to Julia Hartley if you have any questions