View Order Screen

The "View Order" screen allows you to view and edit order details.

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. (If you need to cancel an order, click on [Edit Order Items] below, and the Edit Order Items Screen will allow you to cancel the ordr.

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 item:

• Ordered - This is the number of units in the initial customer order
• Cancelled - This is the number of units subsequently canceled from the initial order
• Net - The net is the number of units ordered less the number of units canceled.
• Shortfall - This is the quantity of units in the ordered not covered by current inventory.
• Reserved - How many units in the inventory are scheduled to be shipped out for this order.
• Shipped - This indicates how many units in the order have already been shipped.
• Outstanding - The number of units in the order yet to be shipped.
• Invoiced - The number of units that have been invoiced to the customer.
• Returned - The number of units that have been returned from the customer.

The order items section will also display the quantity per ship group if you are shipping units in the order separately.

There are three buttons in the "Order Items" section:

• [Edit or Add Items] - This button takes you to the Edit Order Items Screen.
• [Create Return] - This button only appears after an order has been shipped. Clicking the [Create Return] button will create the return and take you to the View and Edit Return screen.
• [Create as New Order] - This will use the order information to create a new order. Clicking the [Create as New Order] button will take you to the Review Order Screen.

Related Emails

This section shows the emails related to this order, including

• Date - Date and time the email was sent or received, or Pending if it has not been sent yet.
• From, To, Subject - Click on From and To to go to person or Subject to view the detail of the email.

You can also use the Reply and Forward buttons to the right to write a follow up reply or forward an email. Note that currently automatically sent order confirmation and shipment confirmation emails are not logged here.

Notes

In this section you can make private or public notes about an order. Clicking the [Create New] button will take you to the "Add Note" screen, where you can enter the note into an information section and select whether the note is an internal note from the drop down menu. An internal note is absent on printed documents and unavailable to anyone not logged in as the user who created the note. Click the [Save] button to save the note and return to the "View Order Screen" or click the [Go Back] button to return to the screen without saving.

If a note is labeled "internal", you have the option of clicking the [Make Public] button from the "View Order" screen to change its status. Similarly, if a note is not labeled "internal" you have the option of clicking the [Make Private] button to change its status.