View Selected Order

View Selected Order displays the Order maintenance screen.

Figure 20-7 Order Maintenance Screen

The following information is displayed on this screen:

Table 20-2 Order Maintenance Screen Components

Component	Description
1. Static Area	Contains the type of order, Customer Name, order number, age information, and reference number. The order number is the number provided by the system that requested/originated the order. The reference number is an optional value that identifies the order. It is the order ID appended with last order line sequence number. The status displays on the far right. See Order Status Values for status definitions. Order Type values include the following: Transfer Pickup Order (Pickup This Store) Pickup Order (Pickup Other Store) Delivery Order (Customer Delivery)
2. Order Information	Order Date - The date and time the order was created. Order Origin - The location in which the order was created. Under Review - Yes or No. Comments - Any notes associated with the order.
3. Customer Information	Sold To - The purchasing customer's name and address information. Company - The purchasing customer's company, if applicable. Email - The purchasing customer's email address. Phone - The purchasing customer's telephone number(s).
4. Order Totals	Subtotal - The order subtotal (the shipping fee amount is not included in the subtotal). Freight - The freight cost associated with the order. Tax - The tax on the order. Total - The total for the order (the shipping fee amount is included in the total). Balance due - The amount due for the order.
5. Item Information	Status - The item status. See Order Status Values. Source Location - The location name and ID that sourced the order request. Order Destination - The delivery method and delivery address, or pickup location for the order. Item - The item identifier and description. Qty - The item quantity. Ext Price - The item's extended price (the item quantity x the item unit price - discounts).

Select an option from the menu to process the order: Check Inventory, Accept Order, Pick/Reserve Order, Un-reserve Order, or Reject Order.

Check Inventory

To verify you have enough stock on hand to fulfil an order:

1. Select Check Inventory menu option. The Order Inventory Levels form shows the item quantity ordered and the current quantity on hand.

2. Press Enter to close the form.

   Figure 20-8 Order Inventory Levels Form

   
   

   

   
   

Accept Order

To Accept an order or specific items on an order:

1. At the Order Maintenance screen, select the specific items or for the entire order, select Accept Order.

2. At the confirmation prompt, select Yes to accept the order.

3. At the Order Accepted prompt, press Enter to continue.

   Figure 20-9 Order Accept Prompt

   
   

   

   
   

Pick/Reserve Order

After accepting an order, the items need to be retrieved and put aside. When picking items for an order, the screens shown are dependent on your store’s configuration.

To display a scannable pick list rather than printing a paper pick slip, Enable Pick Slip Scanning must be enabled, and the Scan Pick List Items option is shown at the bottom of the Order Worklist screen. Continue with Scan Pick Slip Items.

If the Enable Pick Slip Scanning setting is not enabled, the pick slip is printable from the Order Worklist screen or automatically printed when the order is accepted. Continue with Picking/Reserving an Order.

Scan Pick Slip Items

Using the virtual pick list, items to pick are scanned from a list on a mobile device. If needed, the items can be entered manually if the barcode is unreadable. Scanning items ensures the items being set aside, for order fulfilment, are the exact items required. This functionality replaces the printed pick list from automatically printing upon Order Acceptance. The option to print a pick list is still available if desired by selecting the Print Pick List option from the Order Worklist.

1. At the Order Worklist, select the order and select Scan Pick List Items.

   Figure 20-10 Order Worklist - Scan Item

   
   

   

   
   

2. If your store is configured to disallow the splitting of an order line where there are multiple quantities into multiple order lines, a warning message that their store does not allow fulfilment of partial line orders. Confirm you have the quantities required for line items before scanning.

   Figure 20-11 Scan Items to Pick for Orders

   

3. On the mobile device scan each item as it is picked. As items are scanned, the Quantity of that item goes down.

   Figure 20-12 Scan Items to Pick for Orders - After Scan

   
   

   

   
   

   Continue scanning each item until all items have been scanned. When the required quantity of the item has been scanned, the item is removed from the list.

   If the item does not scan, select Manual Entry and enter the ID of the item.

   Figure 20-13 Scan Pick List Manually

   
   

   

   
   

   If an item is scanned or entered that does not belong to an order, a warning message is shown. Select OK to continue.

   Figure 20-14 Wrong Item Scanned

   
   

   

   
   

Print Pick List

The pick slip is printable from the Order Worklist screen (see Figure 20-5 and Figure 20-6) or automatically printed when the order is accepted.

Figure 20-15 Pick Slip

Picking/Reserving an Order

To Pick/Reserve items on an order

1. At the Order Worklist screen, select the order to pick/reserve.

   Figure 20-16 Order Worklist - Pick/Reserve

   
   

   

   
   

2. At the Order Maintenance screen, select the specific items or for the entire order, select Pick/Reserve Order. If you cannot fulfil the order for some reason, you can reject the order at this point. See Reject Order for more information about rejecting an order.

   Note:

   The Pick/Reserve Order menu option is only available after you accept the order.

   If the Under Review field indicates yes, the Accept Order, Reject Order and Pick/Reserve Order buttons are grayed out.

   Figure 20-17 Order Maintenance Screen - Pick/Reserve Order

   
   

   

   
   

   If your system has the Scan Items Prior to Adding to Transaction setting configured, the items display in a list to scan from to confirm they are the correct items.

   If your system does not have the Scan Items Prior to Adding to Transaction setting configured, collect the items and continue at step 5.

   Figure 20-18 Scan Items to Reserve

   
   

   

   
   

3. Scan the items from the list. The items will be marked Reserved and can be shipped or ready for customer pickup.

   If the item does not scan, select Manual Entry and enter the ID of the item.

   Figure 20-19 Manual Entry

   
   

   

   
   

   If an item is scanned or entered that does not belong to an order, a warning message is shown. Select OK to continue.

   Figure 20-20 Pickup Wrong Item Scanned

   
   

   

   
   

4. After all items for the order have been scanned or manually entered, select OK at the prompt.

   Figure 20-21 Order Picked/Reserved

   
   

   

   
   

5. The items will be marked Reserved and can be shipped or ready for customer pickup.

6. • For Delivery type orders, use the Ship Order function to complete the order delivery process. See Shipping an Order.

   • For other Order types, the Order status is updated to Ready for Pickup.

     Figure 20-22 Order Reserved

     
     

     

     
     

Un-reserve Order

To un-reserve an order:

1. Since the order has been accepted it will no longer appear in the Order Worklist. From the Back Office main menu, select Customer \ Order Options \ Order Maintenance.

2. Enter the search criteria and select Process.

   Figure 20-23 Order Search Screen

   
   

   

   
   

3. If more than one order is returned, select the order you wish to modify, and press Enter.

   Figure 20-24 Order Search Results

   
   

   

   
   

4. Select Un-reserve Order.

   Figure 20-25 Un-reserve Order Menu Option

   
   

   

   
   

   The order status changes to Open, and the Item Status changes to Accepted.

Reject Order

When you reject an order or specific item in the order, it changes the order status to open sends it back to the Order Broker where another source/fulfilment location is determined.

1. At the Order Maintenance screen, select specific items or for the entire order, select the Reject Order menu option.

2. At the Reject Order confirmation prompt, select Yes to reject the order.

   Figure 20-26 Reject Order Confirmation Prompt

   
   

   

   
   

3. If prompted, select a reject reason code.

   Figure 20-27 Reject Order - Reason Code Prompt

   
   

   

   
   

   Note:

   This order is sent back to the Order Broker where another source/fulfilment location is determined. If a source location is not found, the order status becomes unfulfillable. It may take a few minutes for the status to change from Open to Unfulfillable.

   If the order is unfulfillable, you will want to cancel it and refund the customer. Orders are cancelled through the Register, see the Oracle Retail Xstore Point of Service User Guide.

   Figure 20-28 Rejected Order - Unfulfillable

   
   

   

   
   

Shipping an Order

For Delivery type orders, select the Ship Order menu option to ship the items. Oracle Retail Xstore Point of Service creates the Shipping Document for this order. This option is only available at the order sourcing location when the status of the items on the order is Reserved.

1. At the Order Maintenance screen, select the Ship Order menu option.

   Figure 20-29 Order Maintenance Screen - Ship Order Menu Option

   
   

   

   
   

2. When prompted, select Yes to confirm you want to ship the order.

3. When prompted, select Yes to print a shipping label.

4. If prompted, enter the total weight for the shipment and select Process.

5. When prompted whether to accept the shipping method chosen when the order was set up, perform one of the following steps:

   Figure 20-30 Shipping Label - Original Shipping Method Prompt

   
   

   

   
   

   • To accept the shipping method selected during order setup, press Enter and go to step 6.

   • To change the shipping method selected during order setup, select Override Shipping Method, select a shipping method from the list and press Enter.

   Note:

   The Override Shipping Method option is controlled by security. You are prompted for Manager override if you do not have the required level of security to perform this function as indicated by the Security Override icon shown here.

6. Print the shipping label. If the shipping carrier's label cannot be printed for any reason, you can print a label manually by following the prompts for label location selection and printing.

7. If prompted, enter the tracking number for the shipment and select Process.

8. If prompted, to print a packing slip for the shipment, select Yes to print the packing slip.

   Oracle Retail Xstore Point of Service returns to the Order maintenance screen. The status for each item is updated to either In Transit if the order is being shipped to another store or Fulfilled if the order is being shipped directly to the customer.

   Figure 20-31 Updated Item and Order Status - In Transit