Orders: Supplier Changes

Modified on: 2017-10-30 16:22:51 -0400


Making changes to an order after processed or closed


Location Console=>Orders

  1. Use the search field to enter PC number of the location

  2. Click on the folder for the order date that needs to be updated

  3. Change the status to open (top right)

    1. If the product that you want to adjust is already on the order, then click Edit Adjustments and enter the additional quantity requested.

    2.  If the product is not on the order, click Add Items and find the products you want to add. Check the box by the product and  Add Items. Enter the quantity in the starting order 

  4. Save Changes.


Adding a Special Order after orders have been processed or closed

If you need to add a new order for a customer after orders have been processed or closed, you will need to open all orders to add the new order.

  1. Orders: Update Orders

    1. Type - Sales

    2. Date order is needed

    3. Shift 

    4. Type - Change Status 

    5. Status - Open to record changes

    6. Status - Processed after changes have been made

    7. Update Orders

  2. Add Orders: Special - order needed in addition to the location regular (template) order

    1. Sales

    2. Contact = Location

    3. Date order is needed in store

    4. Shift 

    5. Notes - Customer information 

    6. Related items - leave unchecked

    7. Add Products

    8. Select items needed - quantities will be in put after Saving

    9. Add Special Order

    10. Update quantities in order

    11. Save Changes

    12. Update Orders to Processed (step 1)


Adding a Template Order after orders have been processed or closed

Template order can be added for a location after order have been processed.  It is not necessary to Update Orders to Open.

  1. Add Orders: Special - order needed in addition to the location regular (template) order

    1. Sales

    2. Contact = Location

    3. Date order is needed in store

    4. Shift 

    5. Status - Check the box

      1. Will add the order without having to make any changes to existing order status

    6. Generate Orders

    7. Update Orders to Processed (step 1)



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