4 View Order

Purpose: Use this screen to view or update an order that is assigned to your current store location, and optionally to perform the next processing step for the order, such as picking the order.

If an order is assigned to a different store location, or is not open, you can review it at the View Full Order screen, which is available from the All Orders screen.

Available when? This screen is available by selecting View in the bottom right at the following screens:

Options at this screen

Option Procedure

perform the next step in processing the order

Depending on the order’s current status, the next processing step is:

  • Accept: You can accept a new order for processing when you advance to the View Order screen from the New Orders screen.

  • Begin Picking: You can begin picking an accepted order when you advance to the View Order screen from the Ready to Pick screen.

  • Begin Shipping: You can begin shipping a picked delivery order when you advance to the View Order screen from the Ready to Ship screen. However, if the order is Under Review, this option is not available.

  • Begin Pick Up: You can begin pickup of a picked pickup order when you advance to the View Order screen from the Ready to Pick Up screen. However, if the order is Under Review, this option is not available.

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 (Illustrates the ellipsis.) at the bottom right to open the Change Order Pick Up Date window. This option is available only for a pickup order, and only if your organization is configured to automatically cancel unclaimed 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 (Illustrates the ellipsis.) at the bottom right to view and optionally print the Packing Slip.

view order history

Select View Order History from More Options (Illustrates the ellipsis.) at the bottom right to advance to the Order History screen.

cancel the entire order

Select Cancel Order from More Options (Illustrates the ellipsis.) 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 Broker does not attempt to find another location for the order.

reject the entire order

Select Reject Order from More Options (Illustrates the ellipsis.) 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:

  • When you reject a delivery order, Order Broker sees if there is another location that can fulfill the order.

  • When you reject a pickup order, the order is updated as unfulfillable.

cancel an item

Select Cancel Item from More Options (Illustrates the ellipsis.) 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 Broker does not attempt to find another location for the item.

reject an item

Select Reject Item from More Options (Illustrates the ellipsis.) 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:

  • When you reject an item on a delivery order, Order Broker sees if there is another location that can fulfill the item.

  • When you reject an item on a pickup order, the is updated as unfulfillable.

return to the previous screen

Select Done from the bottom right to return to the previous screen.

Fields at this screen

Fields Description

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.

Status

Possible order statuses are:

  • New Order: The order has just been received from the originating system, created in Order Broker, and assigned to your current location for fulfillment. The status displayed in Order Broker is Polled.

  • Ready to Pick: The order has been accepted for fulfillment at the assigned location and is ready to pick.

  • Ready to Pick Up: The pickup order has been picked and is ready for pickup.

  • Ready to Ship: The delivery order has been picked and is ready for shipment.

Number of units

The number of units on the order.

Fulfillment Type

A fulfillment type of Delivery or Pickup is indicated to the right. The express icon (Illustrates the express carrier icon.) is to the right of the fulfillment type for a delivery order if the carrier on the order is flagged as an express shipper.

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.

Items on a delivery order that are assigned to a different store location are not displayed on this screen. You can review all order lines at the View Full Order screen.

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, plus the quantity on the displayed order line.

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. 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.

Quantity in correct status for next processing step

The current quantity that is:

  • Accepted, if the order is ready for picking

  • New Order, if the order is ready for acceptance

  • Picked, if the order is ready for pickup or shipment

Order line status

The status of the order line:

  • Accepted, if the order is ready for picking

  • New Order, if the order is ready for acceptance

  • Picked, if the order is ready for pickup or shipment

Order Details: Information about the customer and the placed location are displayed.

Sold To

The customer who placed the order. Can include:

  • Company name

  • Ship-to name, including title, first name, middle initial, last name, and suffix (such as Jr.)

  • First address line and apartment or suite number

  • Second through fourth address lines

  • City, state or province, zip or postal code, and country code

  • Daytime phone number

  • Evening phone number

  • Email address

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. Can include:

  • Company name

  • Attention line, if any

  • Ship-to name, including title, first name, middle initial, last name, and suffix (such as Jr.)

  • First address line and apartment or suite number

  • Second through fourth address lines

  • City, state or province, zip or postal code, and country code

  • Daytime phone number

  • Evening phone number

  • Email address

If the address has been updated in the originating system since the order was originally created, it isn’t automatically updated here.

Placed Location

The code and description of the location where the order was placed. May represent another store location, the distribution center, or the web storefront.