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By default, Include Closed/Filled line items are included in the report. Uncheck to exclude the items. Then, click Ok.
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 or Select None by clicking the checkbox at the top of the screen.

By default, the System Default report layout is selected. If you have created another layout for pull sheets, use the drop-down menu to select the correct layout. Then, click Ok.
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1. - It is recommended you print the Fill-Order Pull Sheet in order to have a list of items needed to fill an order.

   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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1. By default, the System Default report layout is selected. If you have created another layout for pull sheets, use the drop-down menu to select the correct layout. Then, click Ok.

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2. 
   

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   title Loading Detail Report - The Loading Detail report should accompany the order to ensure all items have been loaded for delivery.
   The Loading Details report displays the Site, Slot Number, Inventory Tag, Catalog Number, Item Description, Case/Unit Description, and total item Quantity. The report also notified you if you have insufficient inventory to fulfill orders and displays insufficient quantities.

1. By default, the System Default report layout is selected. If you have created another layout for pull sheets, use the drop-down menu to select the correct layout. Then, click Ok. Image Added Image Modified Image Modified

   
   

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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.

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2. Review and complete issuing details for each item. When you are done, click Save Changes.

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   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. To add a Site Category as a column, right-click on any column header and click "Column Chooser" to select a Site Category and drag the new column to your desired location. To save the present column layout, visit the Screen Layouts section of the Settings tab within Sites.

   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.

      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.

      
      

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

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      title Add Items to the Issuing Record
      Note
      "What happens if I am filling multiple orders but do not have enough inventory on hand?"
      When filling multiple orders at a time, Edison will attempt to fill one order at a time as it works through the list of selected orders. The sort order of the grid determines the order of the orders. If an order cannot be auto-filled, Edison stores the reason for the first failure and moves on to the next one. Orders can’t be auto-filled for the following reasons: Issuing quantity exceeds on-hand and over-issuing is not allowed Attempting to issue an inventory tag that this site has never received (safety check) Nothing on the order to issue (safety check) One or more items on backorder/reorder and requires manual review When finished, Edison will display the first error encountered (if there was an error) and a count of the filled orders as well as a count of orders it couldn’t fill.

      
      

      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. Image Removed

      
      

      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. 
      

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      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 Added

      
      

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

   7. 
      

      Enter

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      title Review and enter any necessary

      comments

      coomments in

      regards

      regard to the issuing

      order.

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      title Comments - Review additional details to add comments to an Issuing Recordrecord.
      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.

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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 the 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.

      

4. Once the order has been filled, the Transfer Ticket

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    report criteria window will appear. Use the drop-down menu to select the Report Layout. Then, click Ok.
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   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.

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Click Reopen All. Then, read the Reopen All notification statement and select Yes if you would like to proceed. Then, click Save Changes.

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Close All

If your site does not allow back ordering, you may choose Close All to recall the entire order.

Click Close All. Then, read the Close All notification statement and select Yes if you would like to proceed. Then, click Save Changes.

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FOSO

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.

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Reopen All

If an error has been made, you may choose Reopen All to recall the entire order.

FOSO

Fill Orders - Stage Orders

1. Click Fill Orders. Select orders that you plan to fill for the day.
2. Click on Stage Orders Image Added.The process of staging an order will encumber the inventory so that others cannot over-order and create a shortage in the Warehouse. 
3. Once your orders have been staged, click on View Staged Orders Image Added .Staged orders will be approved if there is enough inventory to fill those orders.

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If a shortage exists, click on the order to edit. Items may be Deleted from the order or users may Add Substitute Item Image Added.  By adding a Substitute Item, the original item does not need to be removed. If a substitute is made, the item will be highlighted in orange to denote the change.

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From the Review Staged Orders screen, select an Approved Order > Print Image Added > Staged-Order Pull Ticket. This pull ticket will include a QR Code for Warehouse Employees to scan to start filling the order.

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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.

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

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   title Add an item to each order
   Image Added                 Items to add - Click the ellipsis icon and use the search tool to locate and select the item to add.         Quantity to add - Enter the quantity to add. Then, select how the quantity should be distributed.                 To each order - Adds the entered quantity to each order (e.g. 1 cs/25 pears - 1 cs/25 of pears will be added to all three orders.                 Total, divided equally between orders in whole cases - Divides whole quantity cases evenly between all orders. 12/2612/26If quantities exceed the number of orders, the system will then begin distributing the remaining quantities, beginning at the top, to all sites until the quantity is depleted.                          (e.g. 5 cs - The system will add 1 cs to each of the three orders; Then, begin at the top of the list and add 1 case to the first 2 orders. Site A receives 2 cases, Site B receives 2 cases, Site C receives 1 case.

   
   

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   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

   
   

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   title Substitute one item for another on each order
   Image Added         Replace old item - Click the ellipsis icon and use the search tool to locate and select the old item being replaced.         With new item - Click the ellipsis icon and use the search tool to locate and select the new item to replace the old item.         For each XX conversion method of the old item - Enter the quantity of the old item and use the drop-down menu to select a conversion method (Primary Unit, Whole Cases, Usable Weight).         Replace with XX conversion method of the new item - Enter the quantity of the new item that will replace the old item.                 Rounded up to the next whole case - Rounds the newest item quantity up to distribute whole cases when partial cases exist.

   
   

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

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