Order Management
Purchasing Escalations
When an email is sent to the Purchasing Escalations mailbox (either by an internal agent or external distributor), a Case is created in Zoho and assigned to the Order Management Queue. When working the Case, be sure to review the email then follow ...
PR Order Cancellation
After a PR Order Cancellation is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Order Management team. 1. Go to ZOHO, click the expand button, and click Kanban Task Board. 2. ...

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