The Fill Orders button in the Inventory ribbon can be used for sites that fill orders on a regular basis, such as Central Kitchens and Central Warehouses.
Fill Orders
Step 1: From the Home tab, select Fill Orders.
Step 2: Select and print reports.
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.
Step 3: Choose report options. Then, choose to print or export the order.
By default, Include Closed/Filled line items are included in the report. Uncheck to exclude the items. Then, click Ok.
- You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.
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.
- 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.
- You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.
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.
Step 4: Select an order to be filled. Then, click Fulfill Order.
Only one order can be fulfilled at a time.
Step 5: Review and complete issuing details for each item. When you are done, click Save Changes.
- 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.
Click the Add Item button.
- Use the Search box to locate a specific item. Select the correct item. Then, click Ok.
- Enter Case/Unit Quantities and Partial Quantities (if applicable).
To remove an item from issuing, select the item. Then, click Delete Item.
- Enter any necessary comments in regards to the issuing order.
- Click the Add Comment button.
- Enter comments about the item/issuing. Then, click Ok.
- Click Close when you are done entering comments.
Order Discrepancies
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.
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.
Edit Order Quantities
Step 1: From the Review Orders tab, select and order. Then, click Edit Order Quantities.
Step 2:
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