OverviewThe 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.
Pulling or pushing products requires that the orders be open.
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.