Adding Or Removing A Product
!!!Remember, making an amendment with a product will remove the delivery date. Always make your customer aware there is a risk of losing the date and we cannot guarantee the next date until the order has been amended!!!
1. Locate and open the customer’s order in Vision. 2. Advise the customer the delivery date will change when amending an order 3. Click on the VCS button to go into the call logs. 4. Select the ‘Logs’ tab.
5. Click on the “Log Reason” arrow and select “Add or remove product” from the displayed list, then click OK.
4. The fault box will automatically appear, select the appropriate party from the list. This would either be customer or retail via store support.
5. If you are removing a product, select the specific one. If you are adding a product, select any item and click OK.
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