Manage Orders

Navigate to the Supplier Orders section

1. Navigate to the supplier section using the main menu. Admin / Inventory

2. Next to the supplier, click on the small blue Book Icon.

Order Processing Step by Step

1) User: Items Requested - Locations request items from the Workorders.

• View Pending order Requests

2) Admin: Create Orders and finalise contents

• Create an Order from Pending Request

• Mark Items as on Backorder

• Cancel Order

• Mark order as Dispatch Ready

3) Warehouse: Prepare Order and dispatch shipments

• View Order

• Using the Printouts, Pick and pack the Shipment's Items into Boxes.

• Mark Shipment as Ready for Dispatch / Dispatched

• Add Tracking Information

• Add Warehouse Charges

4) User: Receive Shipments

• Use the Wo Allocation Printout to identify Items

• Mark Shipment as Received.

Orders Section

Tab 1: All Orders

A complete list of orders for this supplier. This includes orders from all sources such as Workorders and Web Stores. From here, you can:

• View and filter all the orders for the supplier.

• Download, Print or Send the data.

• View Order for further processing

• Printouts such as the Order Manifest, Workorder Allocation List, Pack List or Pick List

• Edit Warehouse Charges

Tab 2: All Pending Order Requests

A list of all the items which have been requested for this supplier, but not yet added to an order. From here, you can:

• View Currently Requested Items

• Create Orders for Requests

• Mark unavailable Items as on Backorder

• Edit Requested Items Quantity

Tab 3: Location Orders & Returns

A list of the locations and their current status, grouped by Location. This facilitates the administration of orders for a single Location.

Tab4: All Shipments

A list of all the shipments which belong to this supplier.

This gives you a quick overview of all the shipments within the system.

You may filter this list by Status, Warehouse and Courier. This can be useful for quickly seeing what shipments need action at a given time.