Orders

1. The Order Search page automatically displays all orders by order details with the order status of Quoted, Accepted, Open, In Progress and On Hold.

For all CSR's, Sales Reps, and Project Managers, the My Orders slider will be automatically on and being displayed with your orders.
If you would like to view Orders I Created, slide the slider to the right.
Click on Advanced Options for more search parameters to narrow down your search.

NOTE:

If you would like to view all orders by job and job details, slide My Orders off and select an "Order Type" of Production along with other order search criteria if needed.
If you would like to view all orders by order details (as the screen originally displays) type or choose from any search criteria, except for "Order Type".

Go to the Fulfillment Orders Knowledge Base article for more details on that order type.

2. Depending on if you choose to use the "Order Type" search criteria or not will determine if you see the job details or order details.

A list will be displayed and users have the ability to sort their results by clicking on the title headers. Users can choose from the action menu items OR get into the job/order by clicking the blue Job/Order #.

3. The action menu options on the Orders Search page have different options that lead to different pages, depending on what "Order Type" you choose.

4. When searching by "Order Type" ALL, the action menu will display:

View in New Tab - shows order in a new tab.
History - shows recent changes made to selected order.
Add Product to Order - adds a new product to selected order.
Copy Order - copies Order Details into a new order.
WIP Receiving - redirects you to the WIP Receiving page to receive inventory for components.
Jobs.... - displays a list of Jobs associated with that order.
View.... - displays Customer, Document, Product, and Shipments that will redirect you to their respective pages associated with the selected order.
Job Tickets Report - will stitch together the Job Tickets of each job of the selected order into a single report viewer.

5. When searching by "Order Type" Production, the action menu will display:

View in New Tab - will view the selected Job in a new tab.
History - shows recent changes made to that selected job.
Copy Job to this Order - will copy the selected job into the same order.
Copy Job to New Order - will copy the selected job and order into a new order.
WIP Receiving - redirects you to the WIP Receiving page to receive inventory for components.
View... - displays Customer, Document, Product, and Shipments that will redirect you to their respective pages associated with the selected job.
Job Ticket Report - will show the Job Ticket of the selected job .
WIP Inventory Report - will show the WIP Inventory Received for that selected job.

NOTE:

If you are in the order detail view, the action menus will be associated to each job.

If you are in the job details view, the action menu items will be associated with each job within each order. There will also be an additional link to the Job Ticket Report.

IF you click on the blue Order #, users will see the order details including tabs with Products, Jobs, Shipments, Purchase Orders, Documents and Comments that can be edited.

Clicking the blue Job # on the job details view will take you directly to the job page and bypasses the order pages.

6. The action menu on the top left gives you the option to view the order History, Copy Order, Complete For Invoicing, or Cancel Order.

7. The action menus to the left of some drop down boxes throughout the order allow users to:

This is important if you are adding things while in an order or job. Refresh the list!

Search- this gives users the option to go search on the search page for the different options they have in a particular drop down box.
New- users may create new items if there is not a choice they find fitting.
View- this allows users to view all information related to what they have chosen in the drop down box

8. On the left side of the screen there are five boxes with icons and action menus:

Shopping Cart- shows your Order #, the status and how many jobs are ready. Action menu items allow users to view the order or add a product.
Contact Card- shows the General Customer Contact and their address. The action menu will allow users to view that contacts information.
Contact Card- for both contact cards, the action menu will take you to the customer contact details.
Truck- shows the Ship To Site and the address.
Carrier

Order Products-

1. On this tab, users can view all the products they have created for this order along with the Type, Subtype, and Quantity for each.

Users may also add a product from this page by using the button in the top right hand corner. This will take you to an Order Wizard page. Product Type and Quantity are required before saving.

2. The action menu to the left of the blue Product Name allows users to:

View Product- this will take you to view all product details on the Job Product page (by clicking the product name, users will be navigated to the same page).
View Job- this will take users to view all Job Details associated with this product. Here, users can edit/add any details to any tab..

3. After clicking the blue Product Name OR clicking View Product in the action menu, users will be directed to the Job Product page.

4. Here, users will be able to add/edit any details to the product(s) that they would like. Every box outlined in yellow is required to be filled out.

NOTE: Different products will show different detail sections on this page.

5. This is where you can see what B.O.M Product is being used and select and Inventory Item, if necessary for your job.

Go to the Swatch Jobs Knowledge Base article for more details on swatch products.

Order Jobs-

1. On this tab, users can view all the jobs they have created for this order along with their Description, Qty, Type, Product and Status.

2. The action menu to the left of the blue Job Number allows users to:

Copy Job To This Order- this allows users to create the same job to the existing order. It will create a new job underneath the job it was just duplicated from.
Copy Job To New Order- this allows users to create the same job to a new order.
WIP Receiving- users can click here and go straight to the WIP Receiving page.
View Product- this goes directly to the Job Product page where users can edit/add any information necessary.
Job Ticket- this takes users straight to the Job Ticket and shows all the details of the job.

3. By clicking on the blue Job Number, you will be directed to the that jobs details. There, users will be able to add/edit any details to the job that they would like. Every box outlined in yellow is required to be filled out.

Order Shipments-

On this tab, you can view ALL Shipments and details that have occurred for this order.

Clicking on the Ticket # will take users to the Job Shipments page.
Clicking on the Job # associated with the shipment Ticket # will take users to the Jobs Details page.
From the actions menu, users can view Bill of Lading, View Job or Delivery Ticket.

Order Purchase Orders-

On this page, users can view the PO(s) associated with this order.

By clicking on the blue PO #, users will be taken to the Purchase Order Detail page.

Order Documents and Comments-

On this tab, it shows all documents and/or comments that have been added for this order.

The action menu allows users to Download the document.
In the top right corner you can Add Document or Add Link.
The icon next to the document name will show you what job it is associated with.

New Order:

1. The Order Wizard option allows users to quickly set up a new order by walking through a few predefined steps. The Order, Job and Product(s) are all created using the Wizard.

2. After setting up a new order, users can click on the order number, customer name, product or job number to access that record.