Tracking new purchases

Introduction

New Purchase Tracking is a powerful feature that allows you to monitor the progress of your recent purchases. This tool provides a streamlined way to stay informed about your order status, ensuring a smooth and transparent purchasing experience. This guide will walk you through the steps to effectively use New Purchase Tracking.

Step 1: Navigate to the "New purchases" page

• Access through widget
  • Navigate to the "Assets" widget on the homepage.
  • Click on the "New purchases" to view all the new purchase being tracked

• Access through menu navigation
  
  • Click on the "Assets" on the top menu.
  • Click on the "New purchases" tab to view all the new purchases in a table list.

Step 2: Using filters to refine your search 

There are two filter options available on the New Purchase page to help you quickly find what you’re looking for:

1. Filter by Stage of the Progress:

   • Use this filter to view purchases based on their current status (e.g., Order confirmed, Machine assembly, Delivered).

2. Filter by Machine Models:

   • If you know the machine model you are looking for, use this filter to locate relevant purchases easily.

 

Step 3: Viewing your purchase details

• Click on the purchase you wish to track.

• The application will display detailed information, including:

  • Left column

    • Machine image
    • Machine Model eg. 308C
    • Estimated delivery date
    • Days remaining base on the estimated delivery date

  • Right column

    • Progress tab: Progress of the current machine eg. Order confirmed as shown below

    • Progress content: Content related to the progress.

    • Documents tab: Feature all the documents related to the new purchase. eg. contract, asset release form

Step 4: Understanding the progress stages

The progress stages provide a clear overview of where your order is:

1. Order confirmed: Your quote has been received by Hastings Deering
2. Machine in-transit: Your machine is being shipped to the build location wharf
3. Arrived at wharf: Your order has arrived at the build location wharf
4. Machine assembly: Your order is in the process of being build
5. Assembly complete: Your order is in the process of getting ready for delivery
6. In storage: Your order is in storage. Please contact your sales representative to arrange for pickup or delivery
7. Ready for pickup: Your order is ready for pickup

8. Picked up: Your order has been picked up from the designated location

9. Shipped: Your order is shipped out of the build location

This guide covers navigating to new purchases, selecting a specific purchase, and viewing the current status of the purchase.