General Use #

Order Reference Numbers are assigned by eCat when the order is generated on the iPad. Each order reference number is unique and consists of a unique user number, the order date, and a sequential number. Each time an eCat user taps eCat's 'Submit Order' button, a copy of the order is queued to send to your eCat server. If the user taps the button multiple times for the same order, multiple copies of the order will be sent to the server. If the order is sent multiple times, a version number is appended to the second and subsequent copies of the order. For example, if order # 577-11312-138 were sent three times, the order numbers would appear on the order list as follows:

577-111312-138 (first copy of the order, the 138th order from user #577, submitted on 11/13/12
577-111312-138-1 (second copy of the order)
577-111312-138-2 (third copy of the order)

Orders submitted through eCat Online will have an -S at the end of the order number.

Search for orders from a specific customer or sales rep by entering all or part of the customer or rep name in the search box and clicking the search icon.

Sort the order list by clicking column headers. By default the order list sorts with the most recently received orders at the top. Click the Order Number, Order Date, Customer Name or Rep name column headers to sort orders as desired. Click the same header multiple times to toggle between ascending and descending sorting.

Edit Orders by clicking the order number.

View Details for a specific order by clicking the icon just to the right of the order total.

Print Orders by clicking the printer icon.

NOTE! The “Delete” button permanently deletes the order. There is no “undo”!

Download Orders #

You can download orders in a CSV format text file by clicking "Download orders as CSV" at the top right of the order list.

Once there, you can choose which columns to include in the download, including everything from the order header and order line items. This includes any order custom fields you've defined and that were filled out for that order.

You can also modify the title for each column. We provide reasonable defaults, but you may find you need a different name.

Choose a date range and click Download CSV. You'll receive a CSV with the columns you've chosen.

N.B. the form will save your selections when you click the Download button

Ways to use the CSV download #

• You can use the CSV download to download key order details more easily than by using our API.
• You can audit recent order submissions. For instance, using the Submit Date/Time (when the rep clicks the Submit button) and Receipt Date/Time (when our server receives the submission), you can determine if some orders are taking an unusual amount of time between submission and server receipt.