Order Details

Description

When an order is selected from the Orders main page, the Order Details page is displayed. A header displays the order number, status, and the name and address of the client.

The Order Details page is comprised of the following information:

Order Details

Client Name (hyperlink)
Order Date
Order Submission Date
Last Updated
Assigned User
Submitted User
Approved By
Approved Date
Origin
ERP #
Customer PO
Ship To (address)
Bill To (address)
Line Items
Subtotal
Discount
Tax
Freight
Total
Total GP (Sales Manager & Admin only)
Outside GP (Sales Manager & Admin only)
Shipping Method
Ship By

Line Items

Line Item Number
Item # (hyperlink)
Generic, Brand, Manufacturer
Size, Strength
Target, Cost
Price Set
Last Order, Last Price, Date
Ordered, Shipped, Backordered
Subtotal
Total, Total GP, Outside GP

Line Items can be reordered by selecting the "Reorder" button. A side panel displays where items can be adjusted and saved.

Notes

Type
Date, Time
Author
Text

Existing notes can be sorted by Date (New - Old) and (Old - New). Notes can be edited and deleted via the "Edit" button and ellipsis button dropdown.

Action

Create New Note

To create a new note for this order, select the “+ Create Note” button in the upper righthand corner of the Notes card.

This brings up the “Add Note” side panel. There, users can designate a type of note and enter note text. Select “Submit” to submit the note for the order.

Transactions

Existing client transactions are displayed here.

Related Invoices

Invoice # (hyperlink)
Date
User
Lines
Tax, Freight, Discount
Subtotal, Total, Amount Owed
Total GP, Outside GP
Payment Status (color-coded)

Orders will be submitted to Sales Managers for approval if the price listed is below the minimum price for that item. Sales Managers can either approve or reject the order by clicking “Approve Order” or “Reject Order” buttons. These are only available for Sales Managers.

As the Sales Manager, a new option appears to revise the order. Revising the order places the contents of the order back into the customer’s cart. If there are already items in the cart, the user will have the option of clearing the cart or merging the current item list with the item list from the cart.

Action Menu

The Action dropdown menu at the top-right of the page includes:

Email Order (a side panel opens with an email template)
Export PDF (an Order pdf is downloaded)

Link to Main Page

Main Page -- Orders