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From the 

Home tab, select Fill Orders.

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PrintFillOrders PrintFillOrders

Print Fill Order Records

1. Use the Search tool to locate orders From the Review Orders:Orders to-be Filled screen, search for the correct order to be filled . Then, click Refreshrecord.
   • Ordered By Site -
   Click the ellipsis icon to locate a Site or Site Filter
   • Use the drop-down menu to select a site.
   • Delivery Date on or Before - Use the calendar tool to
   select
   • establish a beginning date.
   • Ordering Group - Use the drop-down menu to select
   a specific
   • an ordering group
   . By default, Any Ordering Group is selected
   • .

2. Select the

   report(s) to print

   correct Order to-be filled ID from the list by placing a checkmark in

   the Print column

   the correct column. You may choose Select All

    to print reports for all order or Select None.
3. Select Print. Then, choose to print Order Details or Fill-Order Pull Sheet for the order(s) selected.
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Establish report criteria. Then, choose to print or export the report. AnchorED11824ED11824 Expand

title	Order Details report

4. By default, Include Closed/Filled line items are included in the report. Uncheck to exclude the items. Then, click Ok.
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 or Select None by clicking the checkbox at the top of the screen.

5. Click Print and select one of the report options. You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview

   .The Order Details report displays the Order ID, Order from Site, Deliver to Site, and Requested Delivery Date. Included is the Catalog Number, Item Description, Case/Unit Description, Purchased Case Price, Donated Value/Case (if applicable), Quantity Ordered, and Quantity Remaining

   .

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   1. Expand
      title Fill-Order Pull Sheet

   report
6. By default, the System Default report layout is selected. If you have created another layout for pull sheets, use the drop-down menu to select the correct layout. Then, click Ok.
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You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview

1. - It is recommended you print the Fill-Order Pull Sheet in order to have a list of items needed to fill an order.

   The Fill-Order Pull Sheet report displays the Slot Number, Catalog Number, Item Description, Case/Unit Description, and total item Quantity. The Site requesting the order, Inventory Tag, Donation Source, Lot Number, and Quantity are also displayed.

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ExpandtitleLoading Detail Report

1. By default, the System Default report layout is selected. If you have created another layout for pull sheets, use the drop-down menu to select the correct layout. Then, click Ok.


Image RemovedYou may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview

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   Expand
   title Order Details report - You may wish to print the Order Details report prior to filling orders.
   The Order Details report displays the Order ID, Order from Site, Deliver to Site, and Requested Delivery Date. Included is the Catalog Number, Item Description, Case/Unit Description, Purchased Case Price, Donated Value/Case (if applicable), Quantity Ordered, and Quantity Remaining. By default, Include Closed/Filled line items are included in the report. Uncheck to exclude the items. Then, click Ok. Image Added Image Added

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   title Loading Detail Report - The Loading Detail report should accompany the order to ensure all items have been loaded for delivery.
   The Loading Details report displays the Site, Slot Number, Inventory Tag, Catalog Number, Item Description, Case/Unit Description, and total item Quantity. The report also notified you if you have insufficient inventory to fulfill orders and displays insufficient quantities. By default, the System Default report layout is selected. If you have created another layout for pull sheets, use the drop-down menu to select the correct layout. Then, click Ok. Image Added

 

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1. Select an order to be filled by clicking on the row. Then, click Fulfill Order.

   Note
   You may fulfill multiple orders at one time by placing checkmarks in the correct rows and clicking Fulfill All Orders. If multiple orders are filled at one time, the Transfer Ticket report will not print.

   Info
   Multiple orders may not be able to be filled at the same time is certain issues exist (blank order, back order, insufficient on-hand inventory, manual review request). The system will fulfill orders where no issues exist and skip orders with issues.

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2. Review and complete issuing details for each item. When you are done, click Save Changes.

   Info
   Use the scroll bar at the bottom of the screen to view all columns. Click the plus + icon to expand and view/edit additional details (Case/Unit Quantity, Partial Quantity, Quantity Available, Inventory Tag, Lot Number, Purchased Case Price, Donated Value/Case, Expiration Date) of each item.

   1. By default, the Issued Date is the current day. To change the date, click the calendar icon and select a different date.

   2. The Issued From cell is the site currently selected and cannot be edited.

   3. The Issued To cell displays the site or reason inventory is being issued and cannot be edited.

   4. Verify the quantities on the issuing order when filling an order and make any necessary adjustments.

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      title Add Items to the Issuing Record
      Click the Add Item button. Use the Search box to locate a specific item. Select the correct item. Then, click Ok. Image Modified Enter Case/Unit Quantities and Partial Quantities (if applicable). Note By expanding the catalog number, you can view multiple inventory tags associated with the catalog number. The system will always issue the closest expiration date first (if noted) or the oldest inventory tag to minimize spoilage of stock. Image RemovedImage Added

   6. To remove an item from issuing, select the item. Then, click Delete Item.

   7. Enter any necessary comments in regards to the issuing order.

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      title Comments - Review additional details to add comments to an Issuing Record.
      Click the Add Comment button. Image Modified Enter comments about the item/issuing. Then, click Ok.  Image Modified Click Close when you are done entering comments.

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3. Order Discrepancies - If all quantities have not been fulfilled, an Order Fulfillment box will appear notifying you that not all items have been accounted for and you must decide how to handle discrepancies.

   1. Take note of the discrepancy between the Open Ordered Quantity and the Fulfilled Quantity columns.

   2. Disposition - Use the drop-down menu to select how to handle the discrepancy. 

      1. Backorder - Places the item on backorder for future fulfillment.

      2. Close - Closes the item ordered even if quantities have not been met.

   3. After you have completed discrepancy details, click Ok.

      Note
      If you have made an error and have completed filling all order quantities, click Cancel and make necessary changes.

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4. Once the order has been filled, the Transfer Ticket criteria window will appear. Use the drop-down menu to select the Report Layout. Then, click Ok.

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   You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.

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Edit Order Edit Order

Edit Order

Editing Orders allows you to recall fulfilled orders or close an order when the entire order has not been fulfilled.

From

the Review Orders tab, select and order. Then,

click Edit Order.

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Reopen All

If an error has been made, you may choose Reopen All to recall the entire order.

Click Reopen All. Then, read the Reopen All notification statement and select Yes if you would like to proceed. Then, click Save Changes.

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Close All

If your site does not allow back ordering, you may choose Close All to recall the entire order.

Click Close All. Then, read the Close All notification statement and select Yes if you would like to proceed. Then, click Save Changes.

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