Troubleshooting guide
Customers order through email and spreadsheets: A Practical Diagnostic Path
Customers order through email and spreadsheets can have several causes that look identical from the outside. Use this path to gather useful evidence without making the original problem harder to reproduce.
Record the symptom before changing it
Capture the exact screen, user role, time, device, and sequence that produces the issue. Note whether catalog and availability data becomes stale occurs at the same time.
- Save exact error text
- Record the last known working date
- List recent code, content, vendor, DNS, or account changes
Separate reachability, data, and behavior
First confirm whether the affected system can be reached. Then confirm the expected record or content exists. Only then test the behavior supported by eRP, inventory, ecommerce, and API integrations.
- Reachability check for import, export, and reconciliation tooling
- Data or content check related to wholesale catalog and account portals
- Behavior check for order, reorder, and approval workflows
Use stop conditions
Stop and preserve evidence if a test could overwrite data, invalidate logs, lock out users, or remove the only working copy. Recovery work needs a known restore path before intrusive changes.
- No confirmed backup
- Unknown production ownership
- Security or payment data may be involved
Verify the repair in the real journey
A green technical check is not enough. Repeat the original journey, test a nearby edge case, and confirm the result from the perspective of wholesalers and distributors coordinating catalogs, accounts, orders, stock, pricing rules, and fulfillment.
- Wholesale catalog and account portals
- Availability, document, and fulfillment dashboards
- Responsive and accessible web application delivery