Update Orders

Modified on: 2018-06-20 14:27:18 -0400


Overview

The update orders primary function is to process or close orders for a selected day and shift. This allows a supplying location to generate production and packing reports knowing that the data can not be changed by a customer. This feature also allows products to be pulled from orders or pushed into orders.

Benefits

This features allows for quick global changes to all or selected orders for a specific date and shift. Processing or closing orders is required to ensure that customers can no longer change orders while the order is in the fulfillment process. For unforeseen ingredient shortages or recalls, supplying locations can quickly change existing orders so that production reports, invoices and inventories reflect what was actually produced and sold. The push product feature can be used for substitutions or for adding a required product to existing orders with a given quantity. 

Prerequisite

Pulling or pushing products requires that the orders be open.


Navigation

Orders=>Update Orders


Updating Orders

The update orders page displays the status, quantity and type of orders for the selected criteria.  To update orders from open to processed to prepare for fulfillment, the default selections are already selected. Select the date and shift to process and Update Orders.  The update orders page displays the status, quantity and type of orders for the selected criteria. If you are pulling or pushing a product, the order status must be open. 


To pull or push products select the type from the action panel. This will open the product and contact panels (see below). Only one product can be pushed or pulled from a group of orders at a time. The push products feature requires the quantity that you want to push into the selected orders. Product rules will not be applied to the product quantity.



Tip & Tricks:

  • If the location(s) have a % adjustment for the date(s) that the products are being pushed into, the adjustment will not apply to this product.  This product will need to be increased/decreased in the order(s) by the location.
  • When pulling a product that will not longer be supplied it, it is best to inactivate the product first and then pull the product. When a product is inactive it will not show in the product filter by default, unchecking the active products filter will display inactive products. By inactivating the product customers will not be able to add the product back into any order.
  • If you have orders that have been generated in the future, be sure to pull products from all future orders.
  • Remember to change your order status back if you had to open orders to apply the pull or push feature.


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