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

Order Details Actions

The available order actions are determined by the order's status in the workflow and may include any of the following:

Cancel Order

Select and confirm to cancel and existing order.

Place on Hold / Release Hold

Select to place an order on hold or release orders from Hold status.

Export PDF

When selected, a pdf of the order will be downloaded.

Email Order

When selected, an email template with the order's details is displayed.

Fulfill Order

When selected, a pending order will be fulfilled.

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

Reorder

Line Items can be reordered by selecting the Reorder button. A side panel opens where item quantities can be adjusted or items can be removed. Select "Save" to finish.

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 right-hand corner of the Notes card.

This brings up a side panel where you can designate a note type 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 selecting 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, then you 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 a dynamic list based upon the order's status in the workflow and mirrors the available actions in the Order Details section - see above.

Link to Main Page

Main Page -- Orders