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Orders

Order history and updates

Review important order information before changing or troubleshooting an existing order.

2 sections · Step-by-step help
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Review before changing an order

When troubleshooting an order, first review the customer, order details, current status, relevant dates, and any available history. This helps prevent a new change from obscuring the original issue.

What to verify

  • The order belongs to the correct customer.
  • Products and quantities are correct.
  • Current status reflects the actual workflow.
  • Important fulfillment information is current.
  • The order has not already been completed or replaced.

Keep moving

Create and manage ordersLearn the basic process for creating an order and keeping it current throughout its lifecycle.Understand order statusesUse order statuses consistently so everyone can see where an order is in the workflow.Troubleshoot common issuesA consistent process for identifying PrepTechPro problems before escalating to support.

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