15 View Full Order

Purpose: Use this screen to view an order, regardless of the current status of the order lines, or whether it is assigned to your current store location, and optionally:

  • Cancel or reject one or more order lines assigned to your current store location

  • Perform the next step in processing the order if any order lines are assigned to your current store location

  • View order history

How to display: This screen is available by highlighting the order at the All Orders screen and selecting View in the bottom right.

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 for an order that has any open order lines assigned to your current store location is available by selecting the option at the lower right:

  • Accept: Accept a new order for processing, if it’s assigned to your current store location. In the case of a ship-for-pickup order, you can accept the order if it’s assigned to your current location for sourcing.

  • Begin Picking: Begin picking an accepted new order, if it’s assigned to your current store location. You advance to the Pick Order screen. In the case of a ship-for-pickup order, you can begin picking the order if it’s assigned to your current location for sourcing.

  • Begin Shipping:

    Begin shipping a picked delivery order or ship-for-pickup order, if it’s assigned to your current store location. You advance to the Ship Order (or Ship Order Manually) screen. However, if a delivery order is Under Review, this option is not available. In the case of a ship-for-pickup order, you can begin shipping the order if it’s assigned to your current location for sourcing and is not under review.
  • Begin Receiving: Begin receiving a ship-for-pickup order in transit to your current location. You advance to the Receive Order screen.

  • Begin Pick Up: Begin pickup of a picked pickup order or a received ship-for-pickup order (including ship-for-pickup orders assigned to your current location for both sourcing and pickup). You advance to the Pick Up Order screen. However, if the order is Under Review, this option is not available.

Provided the order is assigned to your current store location for the next processing step, the appropriate option is available at the lower right of the screen. Otherwise, if no processing step is available, you can click Done at the lower right to exit the screen.

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 an item

Select Cancel Item from More Options (Illustrates the ellipsis.) to the right of the item to cancel the item on the order. The Cancel Item window opens. This option is available for a delivery or pickup order only if the order line is assigned to your current store location and the order line is open (new, accepted, intransit, received, or picked), and only if your organization supports updates to individual order lines.

In the case of a ship-for-pickup order, the option to cancel an order line is available only:

  • If you are at the sourcing location (but not also the pickup location), when the order line is new, accepted, or picked.

  • If you are at the pickup location, only when the order line is received.

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.

If the item is no longer eligible to be canceled, a message indicates if the status of the order line has changed since you advanced to the screen.

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. Reject Item window opens. This option is available for a delivery or pickup order only if the order line is assigned to your current store location and the order line is open (new, accepted, intransit, received, or picked), and only if your organization supports updates to individual order lines.

In the case of a ship-for-pickup order, the option to reject an order line is available only:

  • If you are at the sourcing location (but not also the pickup location), when the order line is new, accepted, or picked.

  • If you are at the pickup location, only when the order line is in transit or received.

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 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 item. If there isn’t another location that can source the item, the item’s status is updated to unfulfillable.

If the item is no longer eligible to be rejected, a message indicates if the status of the order line has changed since you advanced to the screen.

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:

  • Accepted: The order has been accepted at the assigned location.

  • Canceled: All lines on the order have been canceled.

  • Complete: At least one order line has been fulfilled, at least one order line has been canceled or rejected (and its status changed to unfulfillable), and there are no remaining open order lines.

  • Fulfilled: The delivery order has been shipped, or the pickup or ship-for-pickup order has been picked up.

  • Intransit: The items on a ship-for-pickup order have been shipped from the sourcing location, and the next step is receipt at the pickup location.

  • New Order: The order has just been received from the originating system, created in Order Broker, and assigned to a location for fulfillment.

  • Open: One or more order lines have been fulfilled, canceled, or unfulfillable, but one or more remain open (polled, accepted, intransit, picked, or received).

  • Picked: The delivery order has been picked and is ready for shipment to the customer, the ship-for-pickup order has been picked and is ready for shipment to the pickup location, or the pickup order has been picked and is ready for pickup. However, the line can still be in picked status even if it is under review and can’t yet be fulfilled.

  • Received: The ship-for-pickup order has been received at the pickup location or sourced at the pickup location and is ready for pickup, provided it is not under review. If a ship-for-pickup order is sourced at the same location where the customer picks it up, its status is automatically set to Received.

  • Unfulfillable: The order has been rejected from the assigned fulfilling location and can’t be assigned to a different location for fulfillment. Pickup orders can’t be reassigned. An order can also be in unfulfillable status if one or more order lines have been rejected and can’t be reassigned, one or more order lines have been canceled, and there are no other order lines.

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 (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 item on the order, the following information is displayed.

Items that are assigned to your current store location, if any, are listed first.

Note:

Items that are fulfilled through the warehouse and not submitted to Order Broker are not displayed. Also, note that, since this screen displays closed lines (picked up, shipped, canceled, or unfulfillable), the number of lines displayed here may be higher than on the number of matching lines on the All Orders screen that match your search criteria.
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.

Fulfilling Location

The code and description of the store location where the item is assigned for fulfillment.

Order Line Quantity

The quantity of the order line.

Order Line Status

The current status of the order line. Possible order line statuses are:

  • Accepted: The order line has been accepted at the assigned location.

  • Canceled: The order line has been canceled.

  • Fulfilled: The delivery order line has been shipped, or the pickup or ship-for-pickup order line has been picked up.

  • Intransit: The item on a ship-for-pickup order has been shipped from the sourcing location to the pickup location.

  • Picked:

    • The delivery order line has been picked and is ready for shipment.

    • The ship-for-pickup order line has been picked at the sourcing location and is ready for shipment to the pickup location.

    • The pickup order line has been picked and is ready for pickup.

    However, the line can still be in picked status even if it is under review and can’t yet be fulfilled.

  • Polled: The order has just been received from the originating system, created in Order Broker, and assigned to a location for fulfillment, but not yet accepted.

  • Received:

    • The ship-for-pickup order line has been received at the pickup location and is ready for pickup.

    • The ship-for-pickup order line has been picked, if it is being sourced from the pickup location, rather than being shipped from a separate sourcing location.

    Received order lines are displayed as Picked at the View Order screen.

  • Rejected: The order line has been rejected by the assigned fulfilling location. After a rejection, Order Broker either reassigns the order line or changes its status to Unfulfillable. Pickup orders aren’t reassigned.

  • Unfulfillable: The order can’t be fulfilled through Order Broker. This might occur if, for example, there are no locations that stock the item, or the assigned pickup location rejects the order.

Order Details: Information about the customer and the placed, sourcing, and pickup locations 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 or 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 location providing the inventory for the delivery or ship-for-pickup order. If there are multiple sourcing locations, they aren’t listed; instead, Multiple Locations is indicated. You can review the individual items, above, to check the sourcing locations for each.

    The Sourced from location is not included for a pickup order.

  • Pick Up at: The location where the customer picks up the order.

    The Pick Up at location is not included for a delivery order.