Manage Orders

Manage Orders Screen

Purpose

The manage orders screen is used to display a list of current and historical orders, and provide access to create, view, modify, and fill orders.

Information Provided

Viewing the Order Listing

For Ordering Organization
For Order Filling Organization

Showing Different Orders

For Ordering Organization
For Order Filling Organization

Creating Orders
Modifying/Viewing Existing Orders

For Ordering Organization
For Order Filling Organization

Filling an Order
Functionality

Information Provided

Viewing the Order Listing

This section describes viewing the display of orders that have been placed by you or orders that have been placed by another organization. Listed below you will find all of the information necessary to view what is displayed on the screen.

For Ordering Organization

The table 'Order List' is displayed on the screen. Orders are listed ascending by date created.
Here by default the 'Current' orders are displayed. Below is a table explaining the different fields and functions available.

Field Name	Description
User	This field displays the user's name that created the order.
Submit Date	This field displays the date that the order was submitted in the system.
Status	This field displays the status of the order. Depending on where the order is in process you will see the following status: Pending - This indicates that the order has not been viewed or filled by the filling organization. This type of order can still be modified. In Progress - This indicates that the order has been received and reviewed by the filling organization. This type of order can no longer be modified. Shipped - This indicates that the order has been completely filled and shipped. This type of order can no longer be modified. Cancelled - This indicates that the order was cancelled by the Ordering Organization. This type of order can no longer be modified, and is considered a historical order. Denied - This indicates that the order was denied by the Order Filling Organization. This type of order can no longer be modified, and is considered a historical order. Partial Ship - This indicates that part of the order was filled and shipped with some of the order still waiting to be filled. This type of order can no longer be modified.

Clicking on the status will take you to the Modify Order screen if the order is still in a 'Pending' status. At this point you can still make modifications to the order.
Clicking on the status when the order displays 'In Progress' will display the View Order screen where you can only view the details of the order. No changes can be made at this point.

For Order Filling Organization

The table 'Order List' is displayed on the screen. Orders are listed ascending by date created.
Here by default the 'All Current' orders are displayed. Below is a table explaining the different fields and functions available.

Field Name	Description
Select	This field is used to select orders which you would like to view. When viewing an order that has not been filled at all you will be able to fill the order.
Organization	This field displays the organization who submitted the order.
User	This field displays the user's name that created the order.
Submit Date	This field displays the date that the order was submitted in the system.
Status	This field displays the status of the order. Depending on where the order is in process you will see the following status: Pending - This indicates that the order has not been viewed or filled by your organization. This type of order can still be modified. In Progress - This indicates that the order has been received and reviewed by your organization. This type of order can no longer be modified. Shipped - This indicates that the order has been completely filled and shipped. This type of order can no longer be modified. Denied - This indicates that the order was denied by the Order Filling Organization. This type of order can no longer be modified, and is considered a historical order. Partial Ship - This indicates that part of the order was filled and shipped with some of the order still waiting to be filled. This type of order can no longer be modified.

Clicking on the status will take you to the Fill Order page if the order is still in a 'Pending', 'Partial Ship', or 'In Progress' status. Here you can proceed to fill the order.

Clicking on the status will take you to the View Order page if the order is in a 'Shipped' status. Here you can only view the details of the order.

Note: All historical orders ('Shipped' and 'Denied') will not have a link to click on in the status column. To view the order details for historical orders, select the order in the select column, then click on the View Order button. The View Order screen will be displayed.

Showing Different Orders

This section explains how you can display different types of orders, whether historical, new, current orders, etc. Read below to learn how to switch between the different views.

For Ordering Organization

After Viewing the Order Listing, select from Current, Historical, or Both as described below.

Option	Description
Current	This is the default view that will display each time you view the manage orders screen. Select the 'Current' option to view only those orders that have not been filled or have not been accepted or rejected by you. These would be orders displaying either 'Pending' or 'In Progress', and could also include 'Shipped' or 'Partial Ship'.
Historical	Select the 'Historical' option to view only those orders that have been 'Shipped' (and accepted or rejected), 'Cancelled', or 'Denied'. Note: By default all historical order in the last 30 days will be displayed. When using this option you are allowed to enter a date range for the historical orders you would like to view. Enter your dates in the 'Show Historical Orders by Date From:' and 'To:' boxes and click on the Refresh List button to refresh the list with the date range you entered.
Both	Select the 'Both' option to view both current and historical orders. When this option is selected "Current Orders" will display at the top and "Historical Orders" will display below. For 'Historical' orders you will have the option of entering a date range for the historical orders you would like to view.

Once selected a table will be displayed listing all the orders corresponding to the "show" selection chosen in step one.

For Order Filling Organization

After Viewing the Order Listing, select from New, Ongoing, All Current, or Historical as described below.

Option	Description
New	Selecting this option will display new orders that have just arrived. These would be orders that you have not yet viewed, displaying 'Pending'.
Ongoing	Selecting this option will display only orders that are ongoing. These would be orders you have either viewed or partially filled, displaying 'In Progress', 'Shipped', or 'Partial Ship'.
All Current	This is the default view that will display each time you view the manage orders screen. Selecting this option will display all the orders that are current whether new or ongoing. All new orders will be separated in a section labeled "New Orders", and all ongoing order will be separated in a section labeled "Ongoing Orders".
Backorder	Choose the Backorder radio button when you want to see orders which have items that the your organization needed to back order. This would include orders in 'Backordered' or 'Partial Ship' status.
Historical	Select the 'Historical' option to view only those orders that have been shipped, partially shipped, or denied. When using this option you are allowed to enter a date range for the historical orders you would like to view. Enter your dates in the 'Show Historical Orders by Date From:' and 'To:' boxes and click on the Refresh List button to refresh the list with the date range you entered.

Once selected a table will be displayed listing all the orders corresponding to the "show" selection chosen in step one.

Creating Orders

Read below for an explanation on how to create a new inventory order. Note: Creating orders is a function available only to specific organizations.

In the upper right hand side of the screen find the Create Order button (if available).
Click on the Create Order button to be taken to the Create Order screen where you can create a new order.

Modifying/Viewing Existing Orders

As long as an order is displayed as 'Pending' it can be modified. Once an order is 'In Progress' it cannot be modified. Clicking on an order that displays 'In Progress' will only show the order details and will also allow you to fill the order if you are an Order Filling Organization. Read the following instructions to modify or view an order. Note: As soon as you click on the status of a 'Pending' order, it is considered 'In Progress' and cannot be modified any longer.

For Ordering Organization

In the table 'Order List' find the order you would like to modify or view. Remember if the order is 'Pending' you can still modify it, however once it displays 'In Progress' you can only view the order details.
Click on the status link to modify and/or view the order.
If the order can still be modified the Modify Order screen will display, otherwise if the order can no longer be modified the View Order screen will display.

For Order Filling Organization

In the table 'Order List' find the order you would like to modify or view. Remember if the order is 'Pending' you can still modify it, however once it displays 'In Progress' you can only view the order details.
To modify an order select the order you would like to modify by clicking in the select circle to the left of the order.
Next click on the View Order button. If the order can still be modified the Modify Order screen will display, otherwise if the order can no longer be modified the View Order screen will display. Note: On the View Order screen you can view the details for the order, and fill the order.

Filling an Order

Filling an inventory order is only available to a designated Order Filling Organization. The following provides a description of how to fill an order.

Click on the status of a desired order to fill it.
Alternatively you can select an order by clicking the circle in the select column, then click the View Order button. Note: For new 'Pending' orders the Modify Order screen will appear, and for all ongoing 'In Progress' orders the View Order screen will be displayed. Either way a Fill Order button will be available.

Functionality

The functionality on the manage orders screen involves either creating a new order, modifying or viewing an existing order, and selecting an order to fill.

Button	Description
	This button will only display for an Ordering Organization. When you click on the Create Order button, you will be taken to the Create Order screen. Here you can input the information to create your order.
	This button will only display for an Order Filling Organization. After selecting an order, when you click on the View Order button, the system will take you to the View Order screen if the order is 'In Progress', 'Shipped', 'Cancelled', 'Denied', or 'Partial Ship'. Otherwise if the order is still 'Pending' the Modify Order screen will display.
	When you click on the Cancel button you will be taken to the main screen. Any changes made are not saved.
Status Link	When you click on a status link for a particular order you will be taken to one of two screens depending on the status of the order and whether you are an Ordering Organization or an Order Filling Organization. For Ordering Organization If the order status is 'Pending' you will be taken to the Modify Order screen. If the order status is 'In Progress', 'Shipped', 'Cancelled', 'Denied', or 'Partial Ship' the View Order screen will display. For Order Filling Organization If the order status is 'Pending', 'In Progress', or 'Partial Ship', you will be taken to the Fill Order screen. If the order status is 'Shipped', 'Cancelled', or 'Denied', the View Order screen will display.