Fill Orders

Overview

For sites that fill orders on a regular basis,

Step 1: From the Home tab, select Fill Orders.

Step 2: Fulfill orders.

Search for the orders to be filled.

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.

You may choose Select All to fulfill all orders or Select None to clear selected orders.
Once you have selected orders to fill, click Fulfill Order.

Step 3: Review and complete issuing details for each item. When you are done, click Save Changes.

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.

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.

Add Items to the Issuing Record

- 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.

Comments - Review additional details to add comments to an Issuing Record.

- 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.