{"id":573,"date":"2023-03-22T12:09:35","date_gmt":"2023-03-22T12:09:35","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=573"},"modified":"2023-03-22T16:49:31","modified_gmt":"2023-03-22T16:49:31","slug":"view-process-my-orders","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/view-process-my-orders\/","title":{"rendered":"View &#038; Process My Orders Screen Overview"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li>A detailed overview of each screens in the view orders and order processing screens.<\/li>\n<\/ul>\n<h2>Navigation<\/h2>\n<ol>\n<li>Main Menu<\/li>\n<li>Process My Orders -&gt; View &amp; Process My Orders.<\/li>\n<\/ol>\n<h2>Top Bar<\/h2>\n<h4>Top left<\/h4>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3092\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/OrderNumber_TL.png\" alt=\"\" width=\"156\" height=\"64\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/OrderNumber_TL.png 156w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/OrderNumber_TL-50x21.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/OrderNumber_TL-60x25.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/OrderNumber_TL-100x41.png 100w\" sizes=\"(max-width: 156px) 100vw, 156px\" \/><\/p>\n<ul>\n<li>Order Number -&gt; number Stone Edge uses to identify the order<\/li>\n<li>Market -&gt; shopping cart (blank if manual or POS)<\/li>\n<li>Market Order # -&gt; number shopping cart gave the order (blank if manual or POS)<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3091\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/TL_Center.png\" alt=\"\" width=\"622\" height=\"31\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/TL_Center.png 622w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/TL_Center-300x15.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/TL_Center-50x2.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/TL_Center-60x3.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/TL_Center-100x5.png 100w\" sizes=\"(max-width: 622px) 100vw, 622px\" \/><\/p>\n<ul>\n<li>Date -&gt; date order placed<\/li>\n<li>Connection -&gt; where the order was created\/how the order was downloaded (can be manual or POS)<\/li>\n<li>Customer -&gt; customer name for order + order number from the shopping cart<\/li>\n<\/ul>\n<h4>Top-Right<\/h4>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3090\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Top_Right.png\" alt=\"\" width=\"86\" height=\"33\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Top_Right.png 86w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Top_Right-50x19.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Top_Right-60x23.png 60w\" sizes=\"(max-width: 86px) 100vw, 86px\" \/><\/p>\n<ul>\n<li>Fields -&gt; Opens \u201cMulti-Order Processor.\u201d<\/li>\n<li>Close -&gt; Click to close the \u201cProcess Orders\u201d screen<\/li>\n<\/ul>\n<h4>Progress Bar<\/h4>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3089\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Progress_Bar.png\" alt=\"\" width=\"624\" height=\"30\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Progress_Bar.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Progress_Bar-300x14.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Progress_Bar-50x2.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Progress_Bar-60x3.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Progress_Bar-100x5.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<ul>\n<li>Overview order\n<ul>\n<li>Complete vs Incomplete<\/li>\n<li>Paid in Full vs Credit Due vs Balance Due<\/li>\n<li>Approved vs Unapproved<\/li>\n<li>Shipped vs Nothing Shipped<\/li>\n<\/ul>\n<\/li>\n<li>NOTE: Bar will be red and say \u201cORDER CANCELLED\u201d if applies<\/li>\n<\/ul>\n<h4>Filters<\/h4>\n<ul>\n<li>Dropdown -&gt; predefined filters for orders\n<ul>\n<li>Can create new ones using CustomFilter parameters (more info <a href=\"https:\/\/stoneedge.com\/kb\/articles\/quick-filters\/\">HERE<\/a>)<\/li>\n<li>the program provides 18 standard Quick Filters for your convenience, or the user may create their own.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>List -&gt; lists all orders under the current filter that can be filtered further or search for orders by number or name.<\/li>\n<li>Search -&gt; includes standard search criteria and access to advanced search.<\/li>\n<\/ul>\n<h2>Left-Hand Side Accordion Menu<\/h2>\n<h3>Snapshot<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3093\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snapshot.png\" alt=\"\" width=\"990\" height=\"516\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snapshot.png 990w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snapshot-300x156.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snapshot-768x400.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snapshot-50x26.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snapshot-60x31.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snapshot-100x52.png 100w\" sizes=\"(max-width: 990px) 100vw, 990px\" \/><\/p>\n<h5>Top-Left Side<\/h5>\n<p>The information displayed is dependent on order status<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3088\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details.png\" alt=\"\" width=\"357\" height=\"122\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details.png 357w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details-300x103.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details-50x17.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details-60x21.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details-100x34.png 100w\" sizes=\"(max-width: 357px) 100vw, 357px\" \/><\/p>\n<ul>\n<li>Shipped Orders -&gt; click the text to open the related page.\n<ul>\n<li>Track package(s)<\/li>\n<li>Return\/Exchange items<\/li>\n<li>Cancel order<\/li>\n<li>View order details<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3087\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details2.png\" alt=\"\" width=\"362\" height=\"118\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details2.png 362w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details2-300x98.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details2-50x16.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details2-60x20.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Details2-100x33.png 100w\" sizes=\"(max-width: 362px) 100vw, 362px\" \/><\/p>\n<ul>\n<li>Unapproved Orders -&gt; click the text to open the related page.\n<ul>\n<li>Shipping availability<\/li>\n<li>Credit\/Payment due<\/li>\n<li>Not been approved<\/li>\n<li>Items not shipped<\/li>\n<li>View order details<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h5>Bottom-Left Side<\/h5>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3086\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Bottom_Left.png\" alt=\"\" width=\"352\" height=\"172\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Bottom_Left.png 352w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Bottom_Left-300x147.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Bottom_Left-50x24.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Bottom_Left-60x29.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Bottom_Left-100x49.png 100w\" sizes=\"(max-width: 352px) 100vw, 352px\" \/><\/p>\n<ul>\n<li>Order Snapshot -&gt; General information\n<ul>\n<li>Number of items ordered (includes a number of unique items)<\/li>\n<li>Number of items allocated<\/li>\n<li>Type of Order\n<ul>\n<li>Where order is from (shopping cart, manual, POS)<\/li>\n<li>Date imported order<\/li>\n<li>Order number<\/li>\n<\/ul>\n<\/li>\n<li>Shipping Details\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Destination<\/li>\n<li>Shipping method<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Current Order Status<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h5>Right Side<\/h5>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3085\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Right.png\" alt=\"\" width=\"269\" height=\"392\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Right.png 269w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Right-206x300.png 206w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Right-34x50.png 34w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Right-41x60.png 41w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Snap_Right-69x100.png 69w\" sizes=\"(max-width: 269px) 100vw, 269px\" \/><\/p>\n<ul>\n<li>Product Total -&gt; Sum of items<\/li>\n<li>Surcharge -&gt; Any extra charges<\/li>\n<li>Discount -&gt; Sum of discounts (will be in parenthesis)<\/li>\n<li>Coupon -&gt; Sum of coupons (will be in parenthesis)<\/li>\n<li>Tax -&gt; tax calculated<\/li>\n<li>Shipping -&gt; Any shipping charges<\/li>\n<li>Grand Total -&gt; Fields above added<\/li>\n<li>Status -&gt; Balance\/credit due + type of payment if applicable<\/li>\n<\/ul>\n<h3>Order<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3083\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders.png\" alt=\"\" width=\"1903\" height=\"688\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders.png 1903w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders-300x108.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders-1024x370.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders-768x278.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders-50x18.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders-1536x555.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders-60x22.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders-100x36.png 100w\" sizes=\"(max-width: 1903px) 100vw, 1903px\" \/><\/p>\n<ul>\n<li>Recalculate -&gt; click to update prices for order to correct monetary amount, normally done if changes made<\/li>\n<li>Reorder -&gt; click opens a popup to create duplicate order to be added to the current order or created as a new one.<\/li>\n<li>Add Order -&gt; click opens popup to make a new order for a current or different customer.\n<ul>\n<li>Opens \u201cEnter Order\u201d screen<\/li>\n<\/ul>\n<\/li>\n<li>Send Email -&gt; Click brings up an email pop-up to send an email to the customer\u2019s saved email.\n<ul>\n<li>Allows template choosing<\/li>\n<li>Can edit the email to send to<\/li>\n<\/ul>\n<\/li>\n<li>Order Review Reasons -&gt; click opens review reasons page\n<ul>\n<li>Contains a list of reasons not to approve orders<\/li>\n<\/ul>\n<\/li>\n<li>Comments &amp; Instructions -&gt; Open the \u201cCustomer\u201d tab to see any additional directives for order.\n<ul>\n<li>Includes spellcheck<\/li>\n<\/ul>\n<\/li>\n<li>Order Status -&gt; click to view the status of orders and items\n<ul>\n<li>It can be manually set if using the OSS<\/li>\n<\/ul>\n<\/li>\n<li>Log Credit -&gt; click opens issue credit pop-up\n<ul>\n<li>Can issue store credit<\/li>\n<\/ul>\n<\/li>\n<li>Log Payment -&gt; click opens payment received a pop-up\n<ul>\n<li>Can apply as store credit<\/li>\n<li>Allows enter payment amount charged with 3<sup>rd<\/sup> party<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h5>Central Screen<\/h5>\n<h6>Top_Bar<\/h6>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3084\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Top_Central.png\" alt=\"\" width=\"624\" height=\"53\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Top_Central.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Top_Central-300x25.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Top_Central-50x4.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Top_Central-60x5.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Top_Central-100x8.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<ul>\n<li>Approve -&gt; Click to mark the order completed and ready for shipping<\/li>\n<li>Cancel -&gt; Allows to cancel or delete order<\/li>\n<li>Print -&gt; Allows printing of sales receipts, packing slips, and mailing labels.<\/li>\n<li>General Order Status -&gt; Paid In Full, Credit Due, Balance Due<\/li>\n<\/ul>\n<h6>Item List<\/h6>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3082\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Item_List.png\" alt=\"\" width=\"624\" height=\"224\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Item_List.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Item_List-300x108.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Item_List-50x18.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Item_List-60x22.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Item_List-100x36.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<ul>\n<li>Rows for\n<ul>\n<li>Items with quantity -&gt; out of stock flagged red, dropships highlighted blue<\/li>\n<li>Shipping charges<\/li>\n<li>Discounts<\/li>\n<li>Tax<\/li>\n<\/ul>\n<\/li>\n<li>Scroll to right for more column details\n<ul>\n<li>QOH<\/li>\n<li>Discontinued status<\/li>\n<li>Options<\/li>\n<li>Cost per unit<\/li>\n<li>Drop shipped<\/li>\n<li>dimensions<\/li>\n<li>location<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h6>Bottom Section<\/h6>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3081\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information.png\" alt=\"\" width=\"2128\" height=\"584\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information.png 2128w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information-300x82.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information-1024x281.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information-768x211.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information-50x14.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information-1536x422.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information-2048x562.png 2048w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information-60x16.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Orders_Lower_Information-100x27.png 100w\" sizes=\"(max-width: 2128px) 100vw, 2128px\" \/><\/p>\n<ul>\n<li>Addresses -&gt; changed on \u201cCustomer\u201d tab\n<ul>\n<li>Billing Address<\/li>\n<li>Shipping Address<\/li>\n<\/ul>\n<\/li>\n<li>Order State -&gt; allows manual change of order state, defined in list maintenance<br \/>\nNOTE: Not related to \u201cOrder Status\u201d<\/li>\n<li>Type of Order -&gt; Web\/Manual or POS<\/li>\n<li>Order Charges -&gt; breakdown of entire order pricing\n<ul>\n<li>Original -&gt; what was imported or initially charged<\/li>\n<li>Revised -&gt; includes any modifications to pricing due to:\n<ul>\n<li>Out-of-stock items (backorders)<\/li>\n<li>Additional items<\/li>\n<li>Tax recalculations<\/li>\n<li>Shipping charges<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Items<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3080\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Items.png\" alt=\"\" width=\"215\" height=\"522\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Items.png 215w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Items-124x300.png 124w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Items-21x50.png 21w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Items-25x60.png 25w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Items-41x100.png 41w\" sizes=\"(max-width: 215px) 100vw, 215px\" \/><\/p>\n<ul>\n<li>Return\/Exchange -&gt; click opens a popup to create a return, exchange, or RMA<\/li>\n<li>Add Line Item -&gt; click to add a new item to the order<\/li>\n<li>Edit Line Item -&gt; click to edit the item highlighted in order<\/li>\n<li>Delete Item -&gt; click to delete\/cancel the item in order<\/li>\n<li>On Order -&gt; click opens table showing expected POs<\/li>\n<li>Adjust QOH -&gt; click adjust highlighted SKU QOH<\/li>\n<li>Item Status -&gt; click open item status page to change the status of items<\/li>\n<li>Ship Dates -&gt; click opens item ship dates page to change date of the item ship dates<\/li>\n<li>Drop-Ship -&gt; click opens drop-shipments page to check\/edit drop-ships for order<\/li>\n<li>Fill Backorders -&gt; click opens a page to fill backorders for the current order<\/li>\n<li>Force Backorder -&gt; click opens page to make items in stock a back ordered item<\/li>\n<li>Cancel Backorder -&gt; click opens popup allows canceling backorders for current order<\/li>\n<\/ul>\n<h3>Payment<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3079\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Payment_acc.png\" alt=\"\" width=\"215\" height=\"526\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Payment_acc.png 215w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Payment_acc-123x300.png 123w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Payment_acc-20x50.png 20w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Payment_acc-25x60.png 25w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Payment_acc-41x100.png 41w\" sizes=\"(max-width: 215px) 100vw, 215px\" \/><\/p>\n<ul>\n<li>Log Credit -&gt; click opens credit screen\n<ul>\n<li>Can issue store credit<\/li>\n<\/ul>\n<\/li>\n<li>Log Payment -&gt; -&gt; click opens payment received\n<ul>\n<li>Can apply as store credit<\/li>\n<li>Allows enter payment amount charged with 3<sup>rd<\/sup> party<\/li>\n<\/ul>\n<\/li>\n<li>View Payment Info -&gt; click opens popup for detailed payment information<\/li>\n<li>View Previous Transactions -&gt; click opens previous transaction table for current order<\/li>\n<\/ul>\n<h5>Existing Transactions<\/h5>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3078\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Exidting_Transactions.png\" alt=\"\" width=\"624\" height=\"213\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Exidting_Transactions.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Exidting_Transactions-300x102.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Exidting_Transactions-50x17.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Exidting_Transactions-60x20.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Exidting_Transactions-100x34.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<ul>\n<li>List payments for the specific order<\/li>\n<li>Includes information:\n<ul>\n<li>Date<\/li>\n<li>State of payment<\/li>\n<li>Description<\/li>\n<li>Amount<\/li>\n<li>Credit card details (if applicable)\n<ul>\n<li>Number<\/li>\n<li>Expiration date<\/li>\n<li>CVV<\/li>\n<li>Amount approved<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h5>Transaction<\/h5>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3077\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Transactions.png\" alt=\"\" width=\"624\" height=\"234\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Transactions.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Transactions-300x113.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Transactions-50x19.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Transactions-60x23.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Transactions-100x38.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<ul>\n<li>Click on payment in the above table to see details<\/li>\n<li>Enter new credit card information to \u201cTransmit\u201d payment\n<ul>\n<li>Must have third-party payment gateway setup (learn here)<\/li>\n<\/ul>\n<\/li>\n<li>Allows cards to be credited or transactions voided for returns or cancellations.<\/li>\n<\/ul>\n<h3>Shipping<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3076\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Shipping.png\" alt=\"\" width=\"215\" height=\"524\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Shipping.png 215w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Shipping-123x300.png 123w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Shipping-21x50.png 21w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Shipping-25x60.png 25w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Shipping-41x100.png 41w\" sizes=\"(max-width: 215px) 100vw, 215px\" \/><\/p>\n<ul>\n<li>Shipping\/Tracking -&gt; click opens shipping page to check tracking for the current order (default page for tab)\n<ul>\n<li>Includes:\n<ul>\n<li>Tracking Number<\/li>\n<li>Pickup Date<\/li>\n<li>Cost<\/li>\n<li>Carrier<\/li>\n<li>Service<\/li>\n<li>Weight<\/li>\n<li>Insurance<\/li>\n<li>Declared Value<\/li>\n<\/ul>\n<\/li>\n<li>Packing -&gt; click open packing tab to list packages with tracking numbers and contents of each package.<\/li>\n<li>Drop-Ship -&gt; click open drop-shipments page to check\/edit drop-ships for the current order.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Customer<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3075\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Acc.png\" alt=\"\" width=\"217\" height=\"524\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Acc.png 217w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Acc-124x300.png 124w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Acc-21x50.png 21w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Acc-25x60.png 25w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Acc-41x100.png 41w\" sizes=\"(max-width: 217px) 100vw, 217px\" \/><\/p>\n<ul>\n<li>View Customer -&gt; click open customer info on the \u201cView Customer\u201d screen<\/li>\n<li>Filter Orders -&gt; click filters order list to show only from current customer<\/li>\n<li>Assign to Different Customer -&gt; click open customer search pop-up to enter a new customer<\/li>\n<li>Create New Customer -&gt; click opens a pop-up to change bill\/ship address for new customer<\/li>\n<li>Send Email -&gt; Click brings up an email pop-up to send an email to the customer\u2019s saved email address.\n<ul>\n<li>Allows you to choose an email template.<\/li>\n<li>Can edit send to email.<\/li>\n<\/ul>\n<\/li>\n<li>Show RFM Data -&gt; click opens \u201cRFM Data\u201d pop-up.<\/li>\n<\/ul>\n<h6>Identification<\/h6>\n<ul>\n<li>Billing address<\/li>\n<li>Shipping address<\/li>\n<li>Maxmind fraud score -&gt; click to calculate a score (requires IP address).<\/li>\n<\/ul>\n<h6>Comments and Instructions<\/h6>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3074\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Instructions.png\" alt=\"\" width=\"624\" height=\"195\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Instructions.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Instructions-300x94.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Instructions-50x16.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Instructions-60x19.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Customer_Instructions-100x31.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<h3>Notes<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3073\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes.png\" alt=\"\" width=\"624\" height=\"333\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes-300x160.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes-50x27.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes-60x32.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes-100x53.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<ul>\n<li>In sequential order<\/li>\n<li>Some notes were created based on System Parameters<\/li>\n<li>Click a note for more detailed information below<\/li>\n<li>Topics include:\n<ul>\n<li>Address validation<\/li>\n<li>Tax charges<\/li>\n<li>Changes to order<\/li>\n<li>Order state changes<\/li>\n<li>Order status changes<\/li>\n<li>Backorders<\/li>\n<li>Dropships<\/li>\n<li>Order cancelation<\/li>\n<li>Returns<\/li>\n<li>Credit transfer<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h5>Top-Right side<\/h5>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3072\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Top_right.png\" alt=\"\" width=\"283\" height=\"34\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Top_right.png 283w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Top_right-50x6.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Top_right-60x7.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Top_right-100x12.png 100w\" sizes=\"(max-width: 283px) 100vw, 283px\" \/><\/p>\n<ul>\n<li>Clear Filter -&gt; click clear search filter for notes<\/li>\n<li>Reply -&gt; click opens a popup to add a note as a response to the currently highlighted note<\/li>\n<li>Search -&gt; click opens search box to filter notes<\/li>\n<li>Add -&gt; click opens a popup to add a note with the current time and date<\/li>\n<li>Edit -&gt; Edits current highlighted note<\/li>\n<\/ul>\n<h5>Criteria<\/h5>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3071\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Criteria.png\" alt=\"\" width=\"624\" height=\"95\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Criteria.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Criteria-300x46.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Criteria-50x8.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Criteria-60x9.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Criteria-100x15.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<ul>\n<li>Entered -&gt; date and time note created<\/li>\n<li>By -&gt; person who created note if applicable<\/li>\n<li>Event -&gt; why the note was created<\/li>\n<li>Priority -&gt; level of importance of note<\/li>\n<li>Keywords -&gt; keywords to be used in search\/filter<\/li>\n<li>Followup -&gt; includes tasks to perform after the current task<\/li>\n<li>Assigned To -&gt; person note\/task assigned to<\/li>\n<li>When Due -&gt; date and time task due<\/li>\n<li>Completed -&gt; date and time task completed<\/li>\n<li>Type -&gt; general category note falls under<\/li>\n<\/ul>\n<h5>Tasks<\/h5>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3070\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Tasks.png\" alt=\"\" width=\"175\" height=\"36\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Tasks.png 175w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Tasks-50x10.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Tasks-60x12.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Notes_Tasks-100x21.png 100w\" sizes=\"(max-width: 175px) 100vw, 175px\" \/><\/p>\n<ul>\n<li>Complete<\/li>\n<li>Cancel<\/li>\n<\/ul>\n<h3>Custom<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3069\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Custom_Acc.png\" alt=\"\" width=\"217\" height=\"524\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Custom_Acc.png 217w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Custom_Acc-124x300.png 124w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Custom_Acc-21x50.png 21w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Custom_Acc-25x60.png 25w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/VO_Custom_Acc-41x100.png 41w\" sizes=\"(max-width: 217px) 100vw, 217px\" \/><\/p>\n<ul>\n<li>Send Email -&gt; Click brings up an email pop-up to send an email to the customer\u2019s saved email.\n<ul>\n<li>Allows template choosing<\/li>\n<li>Can edit the send to email<\/li>\n<\/ul>\n<\/li>\n<li>Hide Kit Parts -&gt; Hides\/Unhides<\/li>\n<li>Other Fileds can be added to this menu area by using the custom hook&#8230;<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Overview A detailed overview of each screens in the view orders and order processing screens. Navigation Main Menu Process My Orders -&gt; View &amp; Process My Orders. Top Bar Top left Order Number -&gt; number Stone Edge uses to identify the order Market -&gt; shopping cart (blank if manual or&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[69],"ht-kb-tag":[119],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>View &amp; Process My Orders Screen Overview - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/view-process-my-orders\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"View &amp; Process My Orders Screen Overview - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview A detailed overview of each screens in the view orders and order processing screens. 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