6 Order Actions: Order Summary and Order Detail Screens

You will have one or more actions available to perform on the order, based on your user privileges and order status. Available actions include:

• Approve

• Reject

• Cancel Order

• Update Dates

• Share

Approve an Order

1. To approve an order, tap Approve. A notification appears confirming the approval.

   Figure 6-1 Approval Notification

   
   

Reject an Order

1. To reject an order, tap Reject. A notification appears confirming the rejection.

   Figure 6-2 Confirm Reject Pop-up Window

   
   

Cancel an Order

1. To cancel an order, tap Cancel Order.

2. Tap the reason for the cancellation.

3. Tap OK. A notification appears confirming the cancellation.

   Figure 6-3 Confirm Cancel Pop-Up Window

   
   

Update Dates

1. To Update Dates, tap the Update Dates button. A pop up window appears.

2. The following dates can be edited:

   • Not Before

   • Not After

   • OTB EOW

     Figure 6-4 Update Dates Window

     
     

3. Tap the arrow corresponding to the date you want to change.

4. Tap and scroll to select the new Month, Day, and Year.

   Figure 6-5 Update Dates Selection Window

   
   

5. Tap anywhere on the screen to accept the new dates. Tapping Cancel discards any changes.

6. Tap OK. The Confirm pop up window appears.

7. Tap Yes. A pop up appears confirming the dates are updated.

8. Tap OK. The new dates appear in the corresponding fields for that order.

Share an Order

The Share button located in the bottom toolbar will enable you to send a summarized view of the orders on this page via SMS or e-mail to a contact. This will allow you to clarify information about the Purchase Order or provide an explanation for why it cannot be approved in its current state. To share a Purchase Order:

1. Tap the Share button in the Order Summary or Order Details screen.

   Figure 6-6 Order Details Screen Share Button

   
   

2. Tap either Text Message or the Email.

   Text Message

3. For Text Message, enter the mobile number in the To: box and any message in the section below it.

   Figure 6-7 New Message Window

   
   

4. Tap Send.

   Email

5. For email, follow the on screen prompt to navigate to your business's email application, then enter the email address and finish the process using your default email application.