Overview
The Order Details View is the central workspace for reviewing and managing an appraisal order in Mercury Network®. Use it to review order information, identify matching orders, view vendor and assignment details, communicate across systems, reassign or duplicate an order, and update its status.
How to open an order in the Order Details view
Open an order using either of these options:
Double-click the order in the orders list.
Select the order, and then select View from the toolbar.
From Order Details, you can perform common order management tasks, including editing or duplicating the order, sending messages, updating the order status, and reviewing assignment information.
How to identify matching orders for the same property
If more than one order exists for the same property address, a banner appears at the top of Order Details. Select More info to view the matching orders.
In the Matching Orders window, review the list and select a Tracking Number to open that order's details.
How to view Vendor and Trainee information
The Vendor information section displays details about the vendor assigned to the order. If the order is assigned to a supervisor appraiser, the supervisor can add a trainee to the order, and the trainee's information also appears in this section.
How to reassign an order to another employee
Double-click the order to open Order Details.
In the Assignment Information section, select the name of the employee currently assigned to the order.
In the Assign to Employee window, select an employee from the list, and then select OK.
How to switch between a VMP XSite order and Mercury Network®
For orders placed through the VMP Client Portal, select View XSite Order on the right side of Order History to open the same order in your VMP XSite.
When viewing the order in the VMP XSite, select View Mercury Order in the upper-right corner of Order Details to open the same order in Mercury Network®.
Outcome
After opening Order Details, you can review and manage the order, identify matching orders for the same property, view vendor and trainee information, reassign the order to another employee, and move between Mercury Network® and the VMP XSite.