Process Orders: Items

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Overview

To access this screen go to one of the following locations :

Main Menu>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

At the top of the Accordion in the left-hand pane there are three small tabs, which change the content of the Accordion itself.
Select the List Tab to produce a list of orders matching the current Quick Filter, 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 vertical 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 Items tab to reveal a list of relevant operations within the Accordion and view item information in the right-hand pane.

Process Orders: Items - Operations and Details

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

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

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

select a line item and select this 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

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

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

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

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

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

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

select a line item and select this to cancel the backorder for the item

select a line item and select this to see which warehouse it is assigned for fulfillment

Warehouse Associations

Backorders

Cancel Line Item

RMAs, Exchanges and Returns

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