3. How to Process New Houzz Orders | Scribe

    3. How to Process New Houzz Orders

    • Rachel Tufono |
    • 15 steps |
    • 2 minutes
    1
    Houzz orders are sent via email to [[email protected]](mailto:[email protected])and are visible to all employees copied on the Sales email group. Only the person managing the Sales desk (that's you today!) is responsible for opening and reviewing the "New Houzz Order" emails.

    Getting Orders from Houzz into Icera DB

    2
    Open the New Houzz Order email in your inbox.
    3
    In the email, click on the "Ship Order" button to open the order page in Houzz Vendor Dashboard. The order should open in a new tab in your browser.
    4
    In your browser, open the DB Purchase Order by Customer module in a third tab. Make sure to leave the Houzz Vendor Dashboard tab with the order details open. From the Select Customer dropdown menu, select the "Houzz - Direct Shipments" account.
    5
    Review past entries to ensure that the PO # is not already entered. The easiest way to do this is hit CTRL + F on your keyboard and search for the PO #. If no entry exists, click the "Enter a New Purchase Order" link.
    6
    Select "Houzz - Direct Shipments" from the Customer Account dropdown menu, then proceed to enter the rest of the PO data as you would for any other order. Click Next Step to proceed to the Order Entry page.
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    Tip! It is strongly recommended to copy / paste the Purchase Order # from Houzz Vendor Dashboard order page to ensure accuracy.
    7
    Now proceed to enter all the ship-to details into DB.
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    Tip! Once again, it is strongly recommended to copy / paste the ship-to details from the order page in Houzz Vendor Dashboard to ensure accuracy.
    8
    Update the Ship Notes field with the Ship By date and carrier service. In this example, the default note "SHIP .enter date. via. enter method." gets updated to "SHIP 2.6.24 via GROUND".
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    Tip! You can find the expected ship date and ship method on the Houzz Vendor Dashboard order page. For the SHIP BY date, always use the first date in the range.
    9
    Proceed to enter the items that have been ordered and their quantities into the DB order.
    10
    Carefully review all fields. If everything is correct, click Submit to finalize the entry.
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    Alert! DO NOT CLICK SUBMIT MULTIPLE TIMES. Click once and wait for the page to refresh. Clicking multiple times may result in duplicate orders.
    11
    Now that the order has been entered, we can review the pricing. If DB and the order in Houzz Vendor Dashboard do not match, then proceed to the next step. If DB and the order in Houzz Vendor Dashboard match, then proceed to the step 14.
    12
    If pricing needs to be revised in DB to match Houzz Vendor Dashboard, click the "Edit this PO Entry (Net)" link.
    13
    Simply update the Unit Net Price field to match the price indicated on the Houzz order and submit again.
    14
    Click Send to confirm the order and wait for the page to refresh (this sometimes takes a minute or two). You will know the confirmation is successful when the DB page refreshes with a date / timestamp.
    15
    And you're done! The Houzz order is now in our system and ready to be processed for shipment by our Logistics team.
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