Once an order has been saved and completed, it must be sent so it can be filled by the site, warehouse, or vendor.
Review Sent Orders
You can choose to review sent orders that have not yet been received.
Step 1: From the Home tab, select Review Sent Orders.
Step 2: Select an order and click Edit Order or by double-clicking.
Need clarification for Reopen All and Close All.
Send Completed Orders
Completed orders need to be sent for the entire process to finish. The orders will be sent to the vendor or site.
Step 1: From the Home tab, select Send Completed Orders.
Step 2: Select the completed order you wish to send. Then, click Send Order.
You may select an order and choose Print prior to sending the order. You may include closed/filled line items in the print option.
Once you select to send an order, you will be prompted again to print or export the order to complete the process.
Step 3: The print screen will appear with the completed order. 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.
If you choose to Close Print Preview prior to printing or exporting the order, the order will not be sent for processing.
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.
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.
Show Closed Orders
You can review orders that have already been closed. If an order is closed, the receiving process has been completed.
Click Show Closed Orders. The closed orders will appear with line through them. Select an order and click Edit Order or by double-clicking.
Mark as Unsent
You may mark a completed order as unsent. The order will be completely removed from the order process.
Step 1: Select an order and click Mark as Unsent or by double-clicking.
Step 2: Confirm you wish to mark the orders as not being sent by clicking Yes.
Show Closed Orders
You can review orders that have already been closed. If an order is closed, the receiving process has been completed.
Update
Click Show Closed Orders. The closed orders will appear with line through them. Select an order and click Edit Order or by double-clicking.
Advanced Options
Mark as Sent
You may mark an order as sent
Step 1: Select an order and click Mark as Unsent or by double-clicking.
Step 2: Confirm you wish to mark the orders as not being sent by clicking Yes.
Delete Order
You may delete a pending order. This will be completely removed from the order from the system.