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FAQs
FAQs
Alta Via Order Agent automates order processing, but users may need guidance when reviewing data, handling exceptions, or locating documents.
Where can I find incoming documents and processed orders?
Where can I find incoming documents and processed orders?
All documents and orders are available in the Order Agent dashboard.
Users can:
view incoming documents
track processing status
access completed Sales Orders
How do I process a single order?
How do I process a single order?
To process an order:
Open the Order Agent dashboard
Select the order
Click Process
The system will open a prefilled Sales Order for review.
What happens if the extracted data is incorrect?
What happens if the extracted data is incorrect?
Users can adjust the data before saving the Sales Order.
Review the highlighted differences
Update incorrect fields
Save the corrected Sales Order
This ensures that only validated data is stored in NetSuite.
How do I handle orders with errors?
How do I handle orders with errors?
If an order cannot be processed, it appears in the Error section.
To resolve the issue:
Open the order
Review the error details
Open Staging Data
Correct the data
Retry processing
Can I view the original document?
Can I view the original document?
Yes, the original document (e.g. PDF) can be opened directly from the dashboard.
It is displayed alongside the Sales Order during the review process.
How do I search for a specific order?
How do I search for a specific order?
Users can search and filter orders in the dashboard:
Filter by user, date, or subsidiary
Use keyword search to find specific documents
What determines whether an order is processed automatically or manually?
What determines whether an order is processed automatically or manually?
This depends on the system configuration.
If automation is enabled, Sales Orders are created automatically
Otherwise, users must review and manually confirm the order
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