...
- 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.
| Expand | ||
|---|---|---|
| ||
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.
|
| Expand | ||
|---|---|---|
| ||
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.
|
Step 4: Select an order to be filled. Then, click Fulfill Order.
| Note |
|---|
Only one order can be fulfilled at a time. |
...
You may fulfill multiple orders at one time by placing checkmarks in the correct rows and clicking Fulfill All Orders. |
Step 5: Review and complete issuing details for each item. When you are done, click Save Changes.
...
| Expand | ||
|---|---|---|
| ||
|
To remove an item from issuing, select the item. Then, click Delete Item.
...
| Expand | ||
|---|---|---|
| ||
|
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.
| Note |
|---|
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.
| Anchor | ||||
|---|---|---|---|---|
|
Step 1: From the Review Orders tab, select and order. Then, click Edit Order Quantities.
Step 2: