Purpose: The possible actions you can select for orders are listed below.
If an order includes lines with different Next Actions: On the View New Orders Screen and View All Open Orders Screen, the Next Action displayed is the earliest one in order processing. For example, an order includes a line whose Next Action is Accept & Print, and another line whose Next Action is Pick. The Next Action displayed for the order is Accept & Print.
For more information: See the Store Connect Overview, especially the Processing Orders Summary.
Action: |
Effect: |
Available From: |
|---|---|---|
• Confirms that you are beginning processing of the order, or selected item • Generates the Pick List Pull Sheet • Generates the Packing Slip, if the system administrator has selected the preference to generate this document at order acceptance • Changes the Next Action for the order or item from Accept & Print to Pick For more information: See Accepting and Printing New Orders for a discussion. |
Eligible orders: Only new orders or new lines are eligible for Accept & Print. |
|
• Opens the Select Cancel Reason Window. Once you select a cancel reason at this window, this: • Indicates that the pickup order, or a line on a pickup order, can’t or shouldn’t be fulfilled • Removes the canceled item or pickup order from all Store Connect order processing screens For more information: See Canceling Items on Pickup Orders for a discussion. |
• View Pickup Ready Orders Screen • View Unclaimed Pickup Ready Orders Screen Eligible orders and items: Only items that are on pickup orders and whose Next Action is Pick Up are eligible for Cancel. |
|
• Opens the Pick Order Window for you to confirm the items or order as picked, unless you select the option at the View All Open Orders Screen and your system administrator has set the pick verification method to: • Item: you advance to the Pick Order Detail - Item Screen • Scan: you advance to the Scan Items To Pick Screen • Confirms that one or more requested items on the order have been picked and are ready for shipment (delivery order) or pickup (pickup order) • Generates the Packing Slip, if the system administrator has selected the preference to generate these documents at pick verification, or if you select the Print Pack Slip? option at the Pick Order Window • Changes the Next Action for the order or item from Pick to Pick Up (for pickup orders) or Ship (for delivery orders) • Generates a notification to the customer that the order is ready for pickup, if it is a pickup order and isn’t UNDER REVIEW, and if email notifications were configured by your system administrator For more information: See: • Verifying Orders as Picked for a discussion • Pick and Ship for information on picking and shipping a delivery order in one step |
• View Orders Ready for Picking Screen • Pick Order Detail Screen (Pick option available only if your system administrator has not set your pick verification method to Scan) |
|
• Generates the Packing Slip, if the system administrator has selected the preference to generate these documents at pick verification, or if you select the Print Pack Slip? option • Confirms that one or more requested items on a delivery order has been picked • Confirms that you have shipped the order • If there are no more open items, closes the order and removes it from all Store Connect order processing screens • Typically, either Store Connect or the originating system generates a shipment notification email, depending on configuration Note: • Available from the Pick Order Window only for a single delivery order that isn’t UNDER REVIEW. • When you open the window by selecting Pick for an order from the View All Open Orders Screen or selecting Pick Order from the View Orders Ready for Picking Screen, this option isn’t available if there are already items on the order that have been picked but not yet shipped. |
||
Select this option for an order to advance to the Pick Order Detail Screen screen, where you can confirm individual items on the order as picked. See Pick for more information. |
||
Select this option for an order to confirm the entire order as picked. See Pick for more information. |
||
• Confirms that the customer is picking up the order, or selected lines on the order • Generates the Packing Slip for printing • Removes the order from all Store Connect order processing screens Note: Available only for a pickup order that isn’t UNDER REVIEW. For more information: See Order Pickup for a discussion. |
||
• Confirms that your store location can’t fulfill the order or item(s): • Delivery order: The system may attempt to find another location to fulfill the order. • Pickup order: The order is automatically closed, and typically the customer is notified by the originating system. • Removes the order or item(s) from all Store Connect order processing screens. For more information: See Rejecting Orders for a discussion. |
• View New Orders Screen: only items whose Next Action is Accept & Print are rejected. • View All Open Orders Screen: the entire order is rejected • View Order Detail Screen: all selected items are rejected • When you reject from the following screens, only items whose Next Action is Pick are rejected: • View Orders Ready for Picking Screen • Pick Order Detail - Item Screen • When you reject from the following screens, only items whose Next Action is Ship are rejected: |
|
• Generates a new copy of the Packing Slip Note: • Available only if the Next Action is Pick, Pick Up, or Ship, and if the packing slip has already been generating for printing; otherwise, Store Connect displays an error. • When you select individual items at the View Order Detail Screen and click the Reprint Pack Doc button at the bottom of the screen, only selected items are included on the packing slip. • Reprinting the packing slip doesn’t change the Next Action for an item or order. |
• View Orders Ready for Picking Screen (only if Store Connect is configured to generate the packing slip at Accept & Print and not to generate the packing slip at pick confirmation) |
|
• Generates a new copy of the Pick List Pull Sheet Note: • Available only if the Next Action for the order or item is Pick; otherwise, an error window opens. Not available if the Next Action is Pick Up or Ship. • When you select individual items at the View Order Detail Screen and click the Reprint Pick List button at the bottom of the screen, only selected items are included on the pick list. • When you select this option for an order at a list screen such as the View All Open Orders Screen, only items whose Next Action is Pick print on the pick list pull sheet. For example, if you have already verified one of the items on the order as picked, or if you haven’t yet accepted and printed the item, it isn’t included on the pick list pull sheet. • Reprinting the pick list doesn’t change the Next Action for an item or order. |
||
• Generates a reminder email to the customer for a pickup order Note: Sending the reminder email doesn’t change the Next Action for an order. Available when? The option to send a pickup ready reminder email is available only if: • the option was configured by your system administrator • the order is a pickup order • the order isn’t UNDER REVIEW • the order’s or item’s Next Action is Pick Up The email lists each item on the order whose Next Action is Pick Up. Note: An additional reminder email is generated each time you select this option. |
||
• Confirms that you have shipped a delivery order • Generates the Packing Slip for printing • If there are no more open items, closes the order and removes it from all Store Connect order processing screens • Typically, either Store Connect or the originating system generates a shipment notification email, depending on configuration Note: Available only for a delivery order whose Next Action is Ship, and that isn’t UNDER REVIEW. The shipment confirmation process varies depending on whether you are using integrated shipping or manual shipping. See Shipping Delivery Orders for an overview. |
||
Select this option for an order to advance to the Ship Order Detail Screen screen, where you can confirm individual items on the order as shipped. See Shipping Delivery Orders for an overview. |
||
The Ship Order Window (Manual Shipping) opens so you can complete the shipment process. See Shipping Delivery Orders for an overview. |