Options

Fields

Accept & Print:

•         one order: Click the Accept & Print option in the Next Action column, or select the order and click the Accept & Print option at the bottom of the screen

•         more than one order: Select each order to accept or click Select All, and click the Accept & Print option at the bottom of the screen

Search for orders: See the search fields to the right

View order detail: Click View for an order to advance to the View Order Detail Screen

Reject:

•         one order: Click the Reject option in the Next Action column, or select the order and click the Reject option at the bottom of the screen

•         more than one order: Select each order to reject or click Select All, and click the Reject option at the bottom of the screen

Selecting and deselecting multiple orders: You can select each order individually, or use the Select All option at the bottom of the screen. The number of selected orders is indicated at the bottom left. Alternatively, you can use the Deselect All option at the bottom of the screen to clear your selections.

Navigation:

•         Return to Home Screen: click Home (top left)

•         Advance to View All Open Orders Screen: click View All Open Orders (top right)

Sort displayed orders: Click a column heading displaying order data (such as Order Number) to sort the displayed orders by the information in that column.

Searching:

•         Order Type (All Order Types defaults if your location can fulfill both delivery and pickup orders, however you can also select Delivery or Pickup. If the location can fulfill only delivery or pickup orders, the specific order type defaults)

•         Shipping Method (if your location fulfills delivery orders)

•         Order Number

•         First Name

•         Last Name

Note:  You can’t search based on company name.

•         Phone Number

•         Date (can include a “from” and “to” date)

Results:

•         Orders Found

•         Order Number

•         Customer

•         Date

•         Order Type

•         Shipping Method

•         Next Action: always Accept & Print

Top of screen:

•         Current store location

•         User ID

Bottom of screen:

•         Orders Selected

More Information

Background

•         How can a new order be late?

•         Why is the same order listed twice?

•         How to display all open orders? Use the View All Open Orders Screen, available from the Home Screen by selecting Open Orders.

•         How to display all orders across all locations? Use the Search Orders Screen, available from the Home Screen by selecting Find Orders.

Assignment of New Delivery or Pickup Orders