Process Orders: Items

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Overview

• At the top of the Accordion in the left-hand pane there are three small tabsMenu, List, Search which change the content of the Accordion itself.

  

   

• Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the List Tab to produce a list of orders matching the current Quick Filter Pre-defined queries provided with the program which are used to produce a limited group of orders that match the set of criteria specified in the query. The names of the Quick Filters generally reflect their criteria, for example, Orders On Hold produces a list of orders that are currently in Hold status., or choose the Search Tab to look for orders based on criteria entered by the user. Select the Menu Tab to return to the default view of the Accordion.

• The remaining tabs change the contents of the right-hand pane and reveal a list of other related screens to view or actions to be performed. For example, select the Customer Tab to reveal a list of relevant operations within the Accordion and view Customer contact information and comments or instructions in the right-hand pane.

  Return/Exchange

  Add Line Item individual products listed on an order

  Edit Item

  Delete Item

  On Order

  Adjust QOH

  Item Status

  Ship Dates

  Drop-Ship an order placed with a supplier for an item or items that are not normally stocked by the retailer; the supplier then ships the merchandise directly to the retailer's customer. The retailer never takes physical possession of the merchandise.

  Fill Backorders

  Force Backorder When an item is out of stock, preventing an order from being fulfilled, the program considers the item to be "backordered". If inventory tracking is enabled in Monsoon OMS, the program will backorder items.

  Cancel Backorder

  Snapshot

  Order

  Items

  Payment

  Shipping

  Customer

  Notes electronic records, for internal use only, that contain additional details about program events, actions or customer information that are stored with order, customer, inventory and supplier records. Notes can be entered manually by the user or automatically entered by the program, based on parameter settings in some cases.

  Custom

• To access this screen synonymous with the Microsoft Access Form object or graphical user interface (GUI):

Main Menu Accordion>Process My Orders>View and Process My Orders>Items

Main Menu>What would you like to do?>Process My Orders>View and Process My Orders>Items

Description of the Process Orders: Items Screen

Item Accordion Operations

Return/Exchange

• prompts the user for more details about the operation they want to perform and directs them to the appropriate screen

Add Line Item

• opens the Add Line Item screen where the user can select other items to add to the current order

Edit Item

• opens the Revise Line Item screen where the user can make changes to a line item that already appears on the current order

Delete Item

• select a line item and click this button to remove it from the current order
• drop-ship line items that have been ordered must be deleted from the drop-ship Purchase Order before changes can be made

On Order

• opens the Purchase Order Expected Dates screen which shows the number of item units that are presently on order from suppliers

Adjust QOH

• opens the Adjust Inventory screen where the user can manually make changes to the item's QOH
• the user can determine if these changes are to be sent to the Web stores (shopping carts)
• the program can track adjustments by user if system parameter is set to TRUE

Item Status

• opens the Item Status Tab where the user can change the processing status for one or more items on the current order

Ship Dates

• opens the Item Ship Dates Tab where the user can set expected or actual ship dates for one or more items on the current order

Drop-Ship

• opens the Drop-Ship Tab where drop-ship purchase orders are created for one or more of the drop-ship items on the current order

Fill Backorders

• when clicked, the program attempts to fill all backordered items on the current order

Force Backorder

• opens the Force Backorders screen where the user can force one or more items on the current order to be backordered rather than filled from stock

Cancel Backorder

• select a line item and click this button to cancel the backorder for the item

Additional Information

Created: 3/23/12.

Revised: 4/4/12

Published: 04/14/16