Overview

Increff OMS now provides the feature of Customer Support Panel which provides options to update the Outward Orders. This screen can only be accessed by the users who have both oms.csr and cims.csr roles configured through Increff Account server.

Functionalities

The following functionalities are available in Customer Support Panel screen for a person with CSR role (oms.csr and cims.csr):

• Search outward orders
• Cancel an outward order
• Unhold an outward order
• Cancel outward order line items
• Update the Payment Type
• Update Order Remarks
• View and update the Billing and Shipping addresses of orders

Search Outward Orders

Following are the steps to open the Customer Support Panel screen and search for orders:

1. Click on the Customer Support Panel icon from the Increff Omni Homepage.
2. The Outward Order(s) can be searched through the set of filters available on the screen.

⚠️ NOTE: The Customer Support Panel screen can also be accessed from Increff OMS Homepage under the Customer Support category in case the user has access to the OMS module.

Cancel Order