Customer Management Purchase order

Login at app.cribwise.com 

  

If you have a distributor account administrator role you can login at app.cribwise.com and place a hardware order to the supplier. An order can be placed for a main unit, for extensions, options, spare parts and accessories and must be placed to the same hardware supplier. If the user wants to order items from different suppliers, then they need to add multiple orders. 

 

There are several ways to add a hardware purchase order:

• accept a quote from the supplier
• place a new order from the customer account

 

Accept a quote from the supplier 

 

Step 1 – Depending on the account type, the user might need to fill in some information in the Account details: 

 

• Accept quote for an Active account. User will be navigated to the order flow (similar with the sing up flow). All the customer information will be prefilled and can’t be updated. 
• Accept quote for a Trial account. The only difference from accepting a supplier quote for an active account is that in the first step you need to confirm account activation (active account is preselected). All the customer information will be prefilled and can’t be updated. 
• Accept quote for a Prospect account. As a first step the user will be presented with account details where he needs to fill in all missing information (the same as new customer signup flow). 

 

Step 2 – Software information 

 

The same as for the signup flow, once the user clicks on continue, he will get to Software information step. Here the user can order addons or he can skip this step and go to the hardware information step. The user is not able to change the subscription type or the number of main devices. 

Read more about the Software information step here.

 

Step 3 – Hardware information 

 

All hardware items from quote will be presented in this step, and the user is able to update the hardware items if needed, upload the configuration file and the purchase order and continue to shipping details. 

 Read more about the Hardware step here.

 

Step 3 – Shipping information 

 

Shipping step is mandatory to be filled in for purchase order. This step is very important for the supplier to have all the correct information that they need to deliver the hardware items. 

 Read more about the Shipping step here.

 

Step 4 – Summary of order 

 

By pressing Next step the user is presented with the summary page where he can check the order details and confirm the order. Once the order is registered, the distributor and the supplier will receive an email with the order confirmation. 

Read more about the Summary step here. 

 

 

 

 

 

 

 

 

 

Newly created order is presented in the customer account > Order list, and the purchase order has status new.
 

 

 

By clicking on the order line, user is able to see order’s details. The user is not able to make any changes in the order.

 

After supplier will confirm the order and then provide more details, then the order will change status to Confirmed and you will get mail notifications about the changes. 

 

 

Notification for ETD updated – the “Estimated delivery date” has been updated by the supplier 

 

Notification for Canceled order – the order has been canceled by the supplier. An order can’t be canceled or changed in CMP by the distributor

 

 

Notification for Shipped order– the order is shipped from the supplier’s warehouse 

 

Create new purchase order from customer account 

 

User will be navigated to the order flow (similar to sign up flow) and the process is the same as the one for creating a hardware order from a supplier quote. 

The only difference is that the hardware items need to be manually added, since there is no quote in the system to import the items from. 

 

The distributor will not be able to change the order after it’s placed. Only the supplier can make changes or cancel the order. 

 

Hardware order statuses 

• New – a new HW order was registered by the distributor.  
• Confirmed – the order is received and the HW supplier is working on it.   
• ETD updated – the “Estimated delivery date” has been updated by the supplier 
• Canceled – the order has been canceled by the supplier. An order can’t be canceled or changed in CMP by the distributor. 
• Shipped – the order is shipped from the supplier’s warehouse 

 

For every status change, the requester will receive an email notification.

 

If the customer does not require installation for the ordered hardware, the subscription will be  automatically activated at shipping (the status will be changed from “In future” to “Active”). 

If the customer requires installation for the ordered hardware the subscription will be automatically activated when the installation is performed (the status will be changed from “In future” to “Active”). 

 

Please remember: If you want to contact the hardware supplier for a specific order reply to the automatic email that you received at order confirmation and don’t delete the reference number from the subject.