4 View Order
Purpose: Use this screen to view or update items on an order that are currently assigned to your current store location for shipment, sourcing, or pickup, and optionally to perform the next processing step for the order, such as picking the order.
Which order lines are displayed? The View Order screen displays order lines only if they’re eligible, at your current store location, for the processing step related to the screen where you selected the View option. For example, if you click View at the New Orders screen, only order lines that haven’t yet been accepted at your current store location are displayed. If you click View at the Ready to Pick screen, only order lines that have been accepted at your current location, but not yet picked, are displayed.
Available when? This screen is available by selecting View in the bottom right at the following screens:
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New Orders: If there are any order lines that haven’t yet been accepted.
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Ready to Pick: If there are any order lines that have been accepted, but haven’t yet been picked.
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Ready to Receive: If there are any order lines on a ship-for-pickup order that have been shipped from the sourcing location, but haven’t yet been received at your current location.
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Ready to Ship: If there are any order lines on a delivery order that have been picked but not yet been shipped to the customer, or on a ship-for-pickup order that have been picked but not yet been shipped to the pickup location.
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Ready to Pick Up: If there are any order lines on a pickup order that have been picked but not yet picked up by the customer, or on a ship-for-pickup order that have been received at your current store location but not yet picked up by the customer; also, if a ship-for-pickup doesn’t have a separate sourcing location, but instead the order lines were picked at your current store location.
If all the items on an order are assigned to a different store location, aren’t open, or aren’t in one of the statuses described above, you can review the order at the View Full Order screen, which is available from the All Orders screen. Also, you need to use the View Full Order screen to view all lines on an order, regardless of status.
Options at this screen
Option | Procedure |
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perform the next step in processing the order |
Depending on the order’s current status, the next processing step is:
Error message? A message indicates if the status of the order has changed since you advanced to the screen. |
change the order pickup date |
Select Change Order Pick Up Date from More Options () at the bottom right to open the Change Order Pick Up Date window. This option is available only for a pickup or ship-for-pickup order, and only if your organization is configured to automatically cancel unclaimed pickup or ship-for-pickup orders after a specified number of days. Also, an error message indicates if the status of the order has changed since you displayed the current screen. |
view the packing slip |
Select View Packing Documents from More Options () at the bottom right to view and optionally print the Packing Slip. Depending on the fulfillment type and the order status, this option may not be available. For example, it’s not available before the order is accepted, or when a ship-for-pickup order has been shipped from the sourcing location but not yet received at your current location. |
view order history |
Select View Order History from More Options () at the bottom right to advance to the Order History screen. |
cancel the entire order |
Select Cancel Order from More Options () at the bottom right to cancel the entire order. The Cancel Order window opens. You might cancel an order if the customer has indicated that they don’t want the order. Order Orchestration does not attempt to find another location for the order. Note that canceling a ship-for-pickup order that is shipped to your current location from a different sourcing location is available only after the order has been received. |
reject the entire order |
Select Reject Order from More Options () at the bottom right to reject the entire order. The Reject Order window opens. You might reject any order if you don’t have the stock available to fulfill it. What happens when you reject:
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cancel an item |
Select Cancel Item from More Options () to the right of the item to cancel the item on the order. This option is available only if your organization supports updates to individual order lines. The Cancel Item window opens. You might cancel an item if the customer has indicated that they don’t want the item. Order Orchestration does not attempt to find another location for the item. Note that canceling an item on a ship-for-pickup order that is shipped to your current location from a different sourcing location is available only after the order has been received. |
reject an item |
Select Reject Item from More Options () to the right of the item to reject the item on the order. This option is available only if your organization supports updates to individual order lines. The Reject Item window opens. You might reject an item if you don’t have the stock available to fulfill it. What happens when you reject:
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return to the previous screen |
Select Done from the bottom right to return to the previous screen. |
Fields at this screen
Fields | Description |
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Order number |
The number or code identifying the order in the originating system. If the order is Under Review, this is indicated to the right. |
Next action |
The top of the View Order screen displays the next available action for the lines currently displayed, which are based on the list screen where you selected the View option. Possible next actions are:
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Number of units |
The number of units on the order. |
Fulfillment Type |
A fulfillment type of Delivery, Pickup, or Ship for Pickup is indicated to the right. The express icon () is to the right of the fulfillment type for a delivery or ship-for-pickup order if the carrier assigned to the order is flagged as an express shipper. |
Sourcing locations |
The sourcing location(s) are displayed above the items on a ship-for-pickup order only when you advance to this screen from the Ready to Receive screen, and include the location code and the location description of each location that has shipped one or more items on the order to your current location, where the customer picks up the order. If there is more one sourcing location, the screen indicates Sourced from Multiple Locations. |
Items: For each open order line on the order that is assigned to your current store location, the following information is displayed. Depending on the screen where you selected to view the order, order lines in the corresponding status are displayed. For example, if you selected View Order from the Ready to Pick screen, order lines that have been accepted are displayed. Not displayed:
You can review all order lines at the View Full Order screen. |
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Item description |
A description of the item. An image of the item may also be displayed. |
Item code |
A code identifying the item. |
Price |
The price of a single unit of the item. |
Available Quantity |
The available quantity of the item after subtracting the quantity on any open orders. Since the quantity of the displayed order line is added to the calculated available quantity, the available quantity displayed for two order lines for the same item will differ if the order lines are for different quantities until the order is ready to ship or ready for pickup. For example, if the available quantity is 50, and the quantity on the order line is 5, the available quantity displayed is 55; however, if the quantity on the order line is 2, the available quantity displayed is 52. Not displayed when you advance to this screen from the Ready to Receive screen. |
Quantity in correct status for next processing step |
The current quantity that is:
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Sourcing location (unlabeled field) |
The sourcing location(s) for the order line are displayed for each item only when you advance to this screen from the Ready to Receive screen. The location code and the location description of the location that has shipped the item to your current location, where the customer picks up the order, is indicated. |
Order Details: Information about the customer and the placed location are displayed. |
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Sold To |
The customer who placed the order. Can include:
If the address has been updated in the originating system since the order was originally created, it isn’t automatically updated here. |
Ship To |
The shipping address for a delivery order, if a separate shipping address was specified. Not displayed for a pickup order or a ship-for-pickup order. Can include:
If the address has been updated in the originating system since the order was originally created, it isn’t automatically updated here. |
Location Detail |
Includes the location code and description for each of the following:
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