Page Comparison

Return to Top

Anchor
Fill Orders Fill Orders

Fill Orders

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.

   Anchor
   ED13185 ED13185

   

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  is the site currently selected and cannot be edited.
   3. The Issued To cell displays  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.

      Click the Add Item button.

      Use the Search box to locate a specific item. Select the correct item. Then, click Ok.

      Image Removed

      Enter Case/Unit Quantities and Partial Quantities (if applicable).

      By expanding the catalog number, you can view multiple inventory tags associated with the catalog number

      Expand
      title Add Items to the Issuing Record
      Note
      Info
      When selecting Issue items to fill an order, the Quantity Issued amounts are prefilled to the requested quantity and highlighted yellow. If there is not enough inventory on-hand to fill an order, the Quantity Available field will be highlighted red and you may need to adjust the Quantity Issued.

      Note
      Multiple inventory tags may exist for an item. You can click the plus + sign to expand the item. The system will always issue the closest expiration date first (if noted) or the oldest inventory tag to minimize spoilage of stock; however, you may manually adjust those numbers.

      Info
      For whole cases or units, enter the number. For partial cases or units, use "/". Refer to the image in "Add Items to the Issuing Record for various whole and partial issuing examples.

   5. Expand
      title Add Items to the Issuing Record
      i. Click the Add Item button. ii. Use the Search box to locate a specific item and place a checkmark in the column for the item(s). Then, click Ok. Image Added iii.Enter quantities issued for the item. Image Modified

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

   7. Expand
      title Review and enter any necessary

      comments

      coomments in

      regards

      regard to the issuing

      order

      record.

      Expand
      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.

      Image Modified

3. Order Discrepancies - If all quantities have not been fulfilled, an The Order Fulfillment box will appear notifying you that not all items have been accounted for and you must decide how to handle discrepancies.window may appear if adjustments have been made to the Issuing Record. This allows you to review discrepancies and the system's course of action (e.g. closing a line item, backordering a line item, etc.).

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

   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.

      Image Modified

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

5. Anchor
   ED12389 ED12389

   The Transfer Ticket report will open is a separate window. You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.

   Image Modified

   Image Modified

Return to Top

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.

Image Removed

Anchor

BulkUpdate BulkUpdate

Bulk Update

The Bulk Update feature allows you to add an item to each order, remove an item from each order, or substitute one item for another on each order via wizard.

1. Click Bulk Update.
2. On the Bulk-Change Orders window, click Next to begin the process.

3. Select orders you wish to complete bulk changes to by checking/unchecking the boxes. Then, click Next.

   Note
   title Select Orders
   By default, all orders are selected.

   Image Added

4. Select which type of bulk change you would like to make and enter any comments. Then, click Next.
   Image Added

5. Complete bulk change information. Then, click Next.

   Expand
   title Add an item to each order
   Image Added

   Expand
   title Remove an item from each order
   Click the ellipsis icon and use the search tool to locate and select the item to remove. Image Added

   Expand
   title Substitute one item for another on each order
   Image Added

6. Verify the changes are correct. Then, click Finish to apply changes.
   Image Added

Return to Top

Anchor
AddlFillOrderReports AddlFillOrderReports

Additional Fill Order Reports

You may wish to print the Order Details or the Order Tracking Log reports.

1. From the Review Orders:Orders to-be Filled screen, search for the correct order to be filled record.
   • Ordered By Site - Use the drop-down menu to select a site.
   • Delivery Date on or Before - Use the calendar tool to establish a beginning date.
   • Ordering Group - Use the drop-down menu to select an ordering group.

2. Select the correct Order to-be filled ID from the list by placing a checkmark in the correct column. You may choose Select All or Select None by clicking the checkbox at the top of the screen.

3. 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.

Return to Top