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:

• New Orders: If there are any order lines that haven’t yet been accepted.

• Ready to Pick: If there are any order lines that have been accepted, but haven’t yet been picked.

• 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.

• 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.

• 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
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 or ship-for-pickup 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 Receiving: You can begin receiving a ship-for-pickup order when you advance to the View Order screen from the Ready to Receive screen. Begin Pick Up: You can begin pickup of a picked pickup order or a received ship-for-pickup order when you advance to the View Order screen from the Ready to Pick Up screen. Note that if a ship-for-pickup order is also sourced out of your current store location, it is not necessary to receive the order. However, regardless of the sourcing location, if the order is Under Review, the option to begin pickup 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 () 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 Broker 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: Delivery order, or a ship-for-pickup order that your current location is assigned to ship to the pickup location: Order Broker sees if there is another location that can fulfill or source the order. Pickup order: The customer is notified that the order is not available for pickup and the order status is set to unfulfillable. Ship-for-pickup order that the customer wants to pick up in your current location: A new sourcing location is assigned for the order. If there isn’t another location that can source the order, the order’s status is updated to unfulfillable.
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 Broker 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: Delivery order, or a ship-for-pickup order that your current location is assigned to ship to the pickup location: Order Broker sees if there is another location that can fulfill or source the item. Pickup order: The customer is notified that the item is not available for pickup and the item status is set to unfulfillable. Ship-for-pickup order that the customer wants to pick up in your current location: A new sourcing location is assigned for the item. If there isn’t another location that can source the item, the item’s status is updated to 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.
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: New Order: Displayed when you advance from the New Orders screen. The displayed order lines have been received from the originating system, created in Order Broker, and assigned to your current location for fulfillment (delivery or pickup order) or sourcing (ship-for-pickup order). The status displayed in Order Broker is Polled. Ready to Pick: Displayed when you advance from the Ready to Pick screen. The displayed order lines have been accepted for processing at your location and are ready to pick. Ready to Pick Up: Displayed when you advance from the Ready to Pick Up screen for a pickup order or a ship-for-pickup order. Indicates that the displayed order lines for a pickup order have been picked and are ready for pickup, or that the order lines for a ship-for-pickup order are ready for pickup, regardless of whether the order lines were sourced at another store and received at your current location, or if they were assigned to your current location for both sourcing and pickup. Note that the View Full Order screen displays an order status of Received for items on a ship-for-pickup order that are ready for pickup, regardless of whether the items were sourced from a different location. Ready to Receive: Displayed when you advance from the Ready to Receive screen. The displayed order lines for a ship-for-pickup order have been shipped from the sourcing location to your current location, where the customer wants to pick it up. Ready to Ship: Displayed when you advance from the Ready to Ship screen. The displayed order lines for a delivery or ship-for-pickup order have been picked and are ready for shipment, either to the customer (delivery order) or to the pickup location (ship-for-pickup order). This option is not available if the order is Under Review.
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: Items that are not in the status related to the list screen you advanced from are not displayed. For example, if you selected View Order from the Ready to Pick screen, items that have already been picked are not displayed Items on a delivery order that are assigned to a different store location are not displayed on this screen. Items on a ship-for-pickup order that should be picked up at your current store location, but are not yet in transit, are not displayed at 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. 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: Accepted, indicating it’s ready to pick. Displayed when you advance to this screen from the Ready to Pick screen. Intransit, indicating that the items on the ship-for-pickup order has been shipped from the sourcing location and is ready for receipt at your current location. Displayed when you advance to this screen from the Ready to Receive screen. New Order, indicating it’s ready for acceptance. Displayed when you advance to this screen from the New Orders screen. Picked: you advance to this screen from the Ready to Pick Up screen if the items on the pickup order are ready for pickup at your current location (provided the order isn’t under review) you advance to this screen from the Ready to Ship screen if the items on the delivery order are ready for shipment to customer from your current location (provided the order isn’t under review) you advance to this screen from the Ready to Ship screen if the items on the ship-for-pickup order are ready for shipment to the pickup store from your current location, or you advance to this screen from the Ready to Pick Up screen if the items on the ship-for-pickup order are ready for pickup at your current location (provided it is not under review) Note that the View Full Order screen displays a status of Received for items on a ship-for-pickup order that are ready for pickup.
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.
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 or a ship-for-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.
Location Detail	Includes the location code and description for each of the following: Placed at: The location where the order was placed. May represent another store location, the contact center, or the web storefront. Sourced from: The Sourced from location is included for a delivery or ship-for-pickup order, and relates to any items on the order that are eligible for the current processing step. For example, if you advance to the View Order screen from the Ready to Pick screen, the Sourced from location is based on any order lines that are ready to pick, while if you advance to the View Order screen from the New Orders screen, the Sourced from location is based on any order lines that you have not yet accepted. The Sourced from location is: Delivery order: This is your current store location. Ship-for-pickup order: The sourcing location indicated varies depending on the processing stage for the items on the order. New: If you have not yet accepted the displayed items, this is your current location. Accepted: If you have accepted the displayed items and the next step is to pick them, this is your current location. Picked: If you have picked the items and the next step is to ship them to the pickup location, or if the customer wants to pick up the order at your current location, this is your current location. Shipped: If the sourcing location has shipped the items to your current location, and your next step is to receive them, this is the location that shipped the items. Sourced from Multiple locations is indicated if the items were shipped from more than one location. Received: If you have received the items and they’re now ready for pickup, this is the location that shipped the items. Multiple locations is indicated if the items were shipped from more than one location. Summary: Until the items on a ship-for-pickup order are shipped, the sourcing location is your current location. After the items on a ship-for-pickup are shipped to your current location, the sourcing location is one or more other locations that ship the items to your current location. However, if your current location is both the sourcing location and the pickup location, then the shipment and receiving steps don’t take place. Note: The Sourced From information is not relevant to or included for a pickup order. Pick Up at: The location where the customer picks up the pickup or ship-for-pickup order. Note: The Pick Up at location is not relevant to or included for a delivery order.