Order Watchers allow individuals or teams to receive important notifications about an order without needing to regularly check the order themselves. Updates can include reallocations, unallocations, purchase order request approvals or denials, inventory activity, order receipt, and delivery completion. Watchers can be added from the order by selecting the Watcher icon, choosing + Watcher, and selecting the appropriate user or team.
SOP: Add Order Watchers to Receive Order Notifications
Objective
This SOP explains how to add individual users or teams as order watchers so they receive important order updates and notifications. It helps ensure everyone involved in an order stays informed without needing to open the order manually.
Key Steps
1. Understand what Order Watchers receive 0:00
Order watchers receive the same notifications as the salesperson.
This keeps relevant team members informed of important updates and changes to an order.
Watchers can monitor order activity without needing direct access to open the order.
2. Review the types of notifications watchers can receive 0:08
Watchers may be notified about:
Reallocations
Unallocations
Purchase order requests
Approvals or denials
Inventory updates
Order receipt
Delivery completion
Use watchers when these updates need to be shared with others involved in the order.
3. Use watchers to keep stakeholders informed 0:20
Add watchers so everyone involved in the order can receive important updates and changes.
This reduces the need for team members to manually open and check the order.
It supports faster response times when action is needed.
4. Open the order and access the Manage Watcher tool 0:31
Navigate to the specific order you want to update.
Click the four-square icon at the top of the screen.
This opens the Manage Watcher function for the order.
5. Add one or more watchers to the order 0:41
In the Manage Watcher window, click + Watcher.
Open the dropdown list to view available individuals or teams already created in the system.
Select the salesperson, team, or multiple watchers you want to add.
6. Save the watcher changes 0:56
After selecting the desired watchers, click Update.
The selected users or teams are now added as watchers on the order.
Multiple watchers or teams can be added at the same time.
7. Confirm the benefit of using Order Watchers 1:08
Watchers stay informed of important order information without manually checking the order.
This helps them respond quickly and take action when needed.
Use this feature whenever timely visibility into order changes is important.
Cautionary Notes
Only users or teams already created in the system will appear in the watcher dropdown.
Make sure you select the correct order before adding watchers.
Confirm the watcher list before clicking Update to avoid notifying the wrong people.
Adding watchers does not replace the need to review the order when action is required; it only improves visibility.
Tips for Efficiency
Add all relevant watchers at once to save time.
Use team watchers when multiple people need the same updates.
Apply watchers early in the order process so stakeholders receive notifications from the start.
Use this feature for orders with frequent changes or multiple stakeholders to reduce manual follow-up.