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Once an item has been 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 Fill Orders.
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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 task has been completed. |
- Search for the orders to be filled. Then, click Refresh.
- 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.
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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 Catalog Number, Item Description, Case/Unit Description, Purchased Case Price, Donated Value/Case (if applicable), Quantity Ordered, and Quantity Remaining.
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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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You may fulfill multiple orders at one time by placing checkmarks in the correct rows and clicking Fulfill All Orders. |
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- 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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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.
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