Accessing and Allocation of orders from a store in SendPro Online

Accessing and then allocating orders between users helps to allow you to ensure your orders are visible in the right place when needed. you can only do this if you have multi-user subscriptions.
Products affected: SendPro® Online
 

To allocate an order from one user to another user-

  1. Click Settings.
  2. Click Order Management.
  3. Select the orders to allocate using the tick box beside the order(s).
  4. Use the Select User drop down menu to choose the desired user.

Please Note: If you have a multi-user subscription, you can only access orders that you have synced from your Pitney Bowes account.
​​​​​​​
If you are not an admin, you will be able to edit and review the orders you have synced to your account. You will see “Review” for incomplete orders. You will not be able to edit or review an order you have not synced to your account. You will see an “Already in Process” message for orders belonging to other users.

UPDATED: 23 February 2022