Difference between revisions of "View Order Screen"
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==Order Items== | ==Order Items== | ||
| − | This section displays a list of the order items and their status, as well as the item quantities, adjustments, taxes and price. The "Order Items" section displays the product name, quantity, unit price, price adjustments, tax, shipping costs, and the total price. | + | This section displays a list of the order items and their status, as well as the item quantities, adjustments, taxes and price. The "Order Items" section displays the product name, quantity, unit price, price adjustments (as well as the price rule related to any adjustment), tax, shipping costs, and the total price. |
The product details in the "Order Items" section also displays inventory details about that product, including: | The product details in the "Order Items" section also displays inventory details about that product, including: | ||
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*Unplanned - This tells you how many units you must either manufacture or order, given your requirements for existing orders and your inventory (factoring in units currently on order from a supplier or in production internally). | *Unplanned - This tells you how many units you must either manufacture or order, given your requirements for existing orders and your inventory (factoring in units currently on order from a supplier or in production internally). | ||
| − | The quantity details in the "Order Items" section also displays data on the history of the order including how many units were ordered, how many were subsequently cancelled, the net quantity, and the final quantity shortfall. | + | The quantity details in the "Order Items" section also displays data on the history of the order including how many units were ordered, how many were subsequently cancelled, the net quantity, and the final quantity shortfall. It will also display the quantity per ship group if you are shipping units in the order separately. |
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| + | Clicking the [Edit or Add Items] button will refresh the "View Order" screen and bring up fields to edit the product information (including name, ship group and price), shipping information, and price adjustments. To change the unit price you must click the unit price box before pressing the [Update] button. To apply a new price adjustment you must select the adjustment type (for example "Surcharge" or "Warranty") from the drop down menu. A negative value entered into the price adjustment field will discount the total price. | ||
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| + | Clicking the [Cancel All Items] button will erase the entire order. Clicking on the [View Order] button will return you to the "View Order" screen with the updated information. | ||
Revision as of 01:40, 19 September 2007
The "View Order" screen allows you to view and edit order details.
Contents
Order Information
This gives you the order number, the status of the order, and the history of its status. If the customer is flagged with special handling, such as a "do not ship to this customer" flag, it will be displayed here in red. The [PDF] button prints a .PDF of the order for you. If the order has not been automatically approved, you can manually approve it by clicking the [Approve Order] button. If the order has already been approved, there will be a [Hold Order] button in lieu of the [Approve Order] button. This allows you to put the order "on hold" so that it will not ship.
Note that for the rest of this screen, an order is considered "modifiable" if it has not been cancelled, completed, or rejected.
Payment Information
This section shows the different payment methods for the order with the maximum amount to be charged to each payment method. If the order is still modifiable, you can use the [Receive Payment] button to record checks, cash, or other non-electronic payments received for the order. Clicking the [Cancel] button will remove a payment method.
If there are any amounts that do not have a payment method assigned to them, there is a box to add a credit card from the drop down menu. Fill in the amount to be paid with the credit card and click the [Add] button. This will add and authorize the credit card. If there are credit cards used for the order it will display the reference number, AVS (Address Verification Score), and any other credit card scoring system results from the credit card processor.
The buttons for [Authorize] and [Capture] allow you to manually authorize and capture a credit card transaction. The [Details] button will take you to a screen showing the results of the credit card authorization or capture transaction.
Contact Information
This section displays the name of the customer and any contact information associated with the order. Next to the name there are buttons to create a [New Order] which will start a new order for that customer, and an [Other Orders] button which looks up other orders the customer has placed. Next to any email there is a [Send Email] button which will take you to a screen to send an order confirmation email. The Shipping Destination Address is also detailed in the contact information section.
Shipment Information
This section displays the address and shipping method. If the order is modifiable you can update the address from the drop down menu, which will update it in this section and in the contact information above. If you change the shipping method it will change the method but it will not automatically recalculate the shipping costs for you.
There is also a [Allow Split] button to allow the splitting of an order that was originally designated as "ship together", but note: once an order is allowed to split you cannot change it back to "ship together". The shipment information section will also display whether or not the order is a gift and the estimated ship date based on the item's availability and the shipping turnaround dates set for the warehouse.
If there are multiple destinations on this order, each destination will be numbered and displayed separately.
Order Items
This section displays a list of the order items and their status, as well as the item quantities, adjustments, taxes and price. The "Order Items" section displays the product name, quantity, unit price, price adjustments (as well as the price rule related to any adjustment), tax, shipping costs, and the total price.
The product details in the "Order Items" section also displays inventory details about that product, including:
- Required for SO - This tells you how many units are currently required for existing orders.
- In Inventory QOH - This is the total number of units in your warehouse.
- On Order - This tells you how many units you have ordered from a supplier.
- In Production - This is how many units you are currently being manufactured internally.
- Unplanned - This tells you how many units you must either manufacture or order, given your requirements for existing orders and your inventory (factoring in units currently on order from a supplier or in production internally).
The quantity details in the "Order Items" section also displays data on the history of the order including how many units were ordered, how many were subsequently cancelled, the net quantity, and the final quantity shortfall. It will also display the quantity per ship group if you are shipping units in the order separately.
Clicking the [Edit or Add Items] button will refresh the "View Order" screen and bring up fields to edit the product information (including name, ship group and price), shipping information, and price adjustments. To change the unit price you must click the unit price box before pressing the [Update] button. To apply a new price adjustment you must select the adjustment type (for example "Surcharge" or "Warranty") from the drop down menu. A negative value entered into the price adjustment field will discount the total price.
Clicking the [Cancel All Items] button will erase the entire order. Clicking on the [View Order] button will return you to the "View Order" screen with the updated information.
