As the market wraps up, it’s crucial to follow these steps to streamline your workflow and ensure all orders are processed accurately. Use this checklist as a guide for managing orders, syncing data, and maintaining consistency across your systems.
General Recommendations
- Sync All Orders from iPad - Ensure that all orders taken on your iPad are synced with JOOR to avoid missing any critical information.
- Assign Unassigned Orders to Retailers - Assign any unassigned orders to the appropriate retailers. This is a good practice both pre- and post-market to maintain order accuracy.
- Use the Cancel/Replace Tool for Order Updates - If any styles need to be updated, use the cancel/replace tool to make changes, providing a replacement where possible. This ensures all orders reflect the most accurate product information.
- Sync your Orders in Batches - As soon as you begin approving orders, sync them in batches rather than waiting to do everything at once. This allows for faster processing into your ERP and gives you more time to resolve any potential errors before deadlines.
Pro Tip: If you have any concerns about your workflow, talk to your CSM for guidance.
- Use Excel Orders for Offline Orders - For any orders taken outside of JOOR, utilize the “Upload Excel Orders” feature to input them quickly. This ensures consistency, consolidation, and accurate reporting across all platforms.
For Non-Integrated Accounts
- Approve Orders by Deadline - Ensure all orders have been inputted, updated, and moved to the "Approved" status by the required deadlines. This helps maintain order accuracy and timeliness.
For Integrated Accounts
- Refresh Your ERP Token - Ensure that your ERP token is refreshed to maintain seamless communication between JOOR and your ERP. (This is a good practice both pre- and post-market). If you have trouble with understanding how to do this, write to support@joor.com
- Add and Sync New Customers - Add any new customers to your ERP system and push their information to JOOR. This ensures all new customer data is accurately reflected on both platforms.
- Re-sync Existing Customers - Make sure all customer data has been re-synced recently to keep retailer information up-to-date and correct.
- Add New Sales Reps - If new sales reps have been added to your team, ensure their details are added in JOOR with names and codes matching what’s in your ERP for smooth syncing.
By following this checklist, you’ll ensure that all post-market tasks are completed smoothly and your orders are processed without delays.
For further assistance or if you have any concerns, reach out to your CSM for support or write to support@joor.com.