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Once an order item has been saved and completed, it must be sent so it can be filled by the site, warehouse, or vendor. |
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Need clarification for Reopen All and Close All.
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manufactured from an order, you need to Fill Orders for the Sites. You may also choose to fill an order or transfer inventory to a different site through Issuing. |
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Step 1: From the Home tab, select Send Completed Fill Orders.
Step 2: Select and print reports.
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Reports must be printed prior to fulfilling orders. Once orders have been filled and changes have been saved, the order will no longer appear in the list; therefore, reports cannot be printed after the |
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task has been completed. |
- Search for the orders to be filled. Then, click
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- Refresh.
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You may select an order and choose Print prior to sending the order. You may include closed/filled line items in the print option.
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- Delivery Date on or Before - Use the calendar tool to select a date.
- Ordering Group - Use the drop-down menu to select a specific ordering group. By default, Any Ordering Group is selected.
- Select the report(s) to print by placing a checkmark in the Print column. You may choose Select All to print reports for all order or Select None.
- Select Print. Then, choose to print Order Details or Fill-Order Pull Sheet for the order(s) selected.
Step 3: Choose report options. Then, choose to print or export the order
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The Order Details report displays the Order ID, Order from Site, Deliver to Site, and Requested Delivery Date. Included is the |
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Catalog Number, Item Description, Case/Unit Description, Purchased Case Price, |
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Donated Value/Case |
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(if applicable), Quantity Ordered, and Quantity Remaining.
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- Print - Brings up the Print window in order to select a printer and print preferences.
- Quick Print - Sends the order to the default printer.
- Export To - Allows you to select a file type and location on your local or network drive.
- Email To - Allows you to select a file type in order to email the order.
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If you choose to Close Print Preview prior to printing or exporting the order, the order will not be sent for processing. |
Mark Incomplete
The Mark incomplete option allows you to send an order deemed incomplete back to the Order menu for necessary edits and corrections to be made.
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Edit Order
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Show Closed Orders
You can review orders that have already been closed. If an order is closed, the receiving process has been completed.
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Mark as Unsent
You may mark a completed order as unsent. The order will be completely removed from the order process.
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Show Closed Orders
You can review orders that have already been closed. If an order is closed, the receiving process has been completed.
Update
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Advanced Options
Mark as Sent
You may mark an order as sent
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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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Step 4: Select an order to be filled. Then, click Fulfill Order.
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Only one order can be fulfilled at a time. |
Step 5: Review and complete issuing details for each item. When you are done, click Save Changes.
- By default, the Issued Date is the current day. To change the date, click the calendar icon and select a different date.
- The Issued From cell is the site currently selected and cannot be edited.
- The Issued To cell displays the site or reason inventory is being issued and cannot be edited.
- Verify the quantities on the issuing order when filling an order and make any necessary adjustments.
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To remove an item from issuing, select the item. Then, click Delete Item.
- Enter any necessary comments in regards to the issuing order.
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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.
- Take note of the discrepancy between the Open Ordered Quantity and the Fulfilled Quantity columns.
- Disposition - Use the drop-down menu to select how to handle the discrepancy.
- Backorder - Places the item on backorder for future fulfillment.
- Close - Closes the item ordered even if quantities have not been met.
- After you have completed discrepancy details, click Ok.
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If you have made an error and have completed filling all order quantities, click Cancel and make necessary changes. |
Step 6: Close the Edit Issuing Record tab.
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Step 1: From the Review Orders tab, select and order. Then, click Edit Order Quantities.
Step 2: