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Send Orders
Send Orders
Send Completed Orders


Step 1: From the Home tab, select Send Completed Orders.


Step 2: Select the completed order you wish to send. Then, click Send Order.

Info

Depending on the level of permissions, your supervisor or Central Office staff may need to review and send orders. If this is the case, you will receive the following message:

You may select to send an override request to your supervisor. It is best practice to contact your supervisor to let them know you have sent a request. If the supervisor approves your request, you will be able to complete the process. If you do not want to send an override request, simply click Ok.

Note

 For additional information about the ordering approval process, refer to I created my order. What's the next step? in Tips and Troubleshooting.

 


Step 3: The print screen will appear with the completed order. You must print or export the order to complete the process. After you have printed, exported, or emailed the order, click Close Print Preview.

The Order report displays the Order from Site, Deliver to Site, and Delivery Date. Included is the Item Number, Item Description, Unit Description, Purchased Case Price, Commodity Case Price (if applicable), Order Quantity, Purchased Total, and Commodity Total (if applicable). Total Purchased costs and Total Commodity costs (if applicable) are also included.

  • 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.
Warning

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.



Edit Order

You may choose to edit an existing completed order prior to sending it.

Select the order in need of edits and click Edit Order. Complete any necessary changes and additions to the order. Then, complete the Send Order process.


Show Closed Orders

You can review orders that have already been closed. If an order is closed, the receiving process has been completed.


Click Show Closed Orders. The closed orders will appear with line through them. Select an order and click Edit Order or by double-clicking.