Image Added- The print screen may appear with the completed order (depending on system setup). 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.
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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. Image Modified |
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Mark IncompleteThe Mark incomplete option allows you to send an order deemed incomplete back to the Order menu for necessary edits and corrections to be made. Select Mark Incomplete. You must verify you wish to make the order as Incomplete. Click Yes to return the order to the site.Image Modified Return to Top
Edit OrderYou 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. Image Modified From the Action tab, you may edit the delivery date, add an item, delete an item, view the worksheet, add an item ad hoc, and edit item quantities. Edit Delivery DayThe delivery day may be changed when necessary (e.g non-service day, teacher work day) by clicking Edit Delivery Day. Image Modified Use the calendar tool to select a new delivery date. Then, click Ok. Image Modified Add Item Ad HocAd hoc items, such as emergency substitutions, may be added to an order by clicking Add Item Ad Hoc. Note |
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When adding Ad Hoc items, item restrictions are ignored; therefore, Site Permissions must be established to allow adding ad hoc items. |
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