Page Comparison

Once an order has been saved and completed, it must be sent so it can be filled by the site, warehouse, or vendor.

Depending on system setup, not all orders may appear in the list for Review, Approve and Send.

1. Review and Approve Orders.

1. Select the completed order you wish to

1. review and approve. Then, click 

1. Approve Order.

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

   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: Image Modified 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.

1. Anchor
   ED13184 ED13184

   Image Modified

1. The print screen

1. 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.

Image Added

Return to Top

Anchor
Incomplete Incomplete

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.

Select Mark Incomplete. You must verify you wish to make the order as Incomplete. Click Yes to return the order to the site.Image Added

Return to Top  

Anchor
Edit Edit

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.

Image Added

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.

Anchor
ED12587 ED12587

Edit Delivery Day

The delivery day may be changed when necessary (e.g non-service day, teacher work day) by clicking Edit Delivery Day.
Image Added

Use the calendar tool to select a new delivery date. Then, click Ok.
Image Added

Anchor
ED13191 ED13191

Add Item Ad Hoc

Ad hoc items, such as emergency substitutions, may be added to an order by clicking Add Item Ad Hoc.

Image Added

Select one or more items to add to the order by placing a checkmark next to each catalog number. Then, click Ok.
Image Added

New items are added to the bottom of the order. Edit item quantities as needed. Then, click Save Changes.
Image Added

Return to Top