Click on one of the icons below to see the various Work With Screens and detailed information about the screen
All Orders
On the Screen above you will have your search criteria to sort out exactly which orders will be displayed in the list of orders. Below we will go over each field and section of this screen. When clicking the Search button, remember that all the selections you select and checkboxes you check will influence the result of the search!
Company: If you have more than one company or location, use this box to view orders for All Locations or a select a specific company.
Orders Taken In: Select a date range to filter your orders.
Orders Status: Select All Status or a specific Order Status
Sales Representative: Select All Sales Representatives or a specific Sales Representative. (This will show all active and inactive users)
Orders Search: Enter a name, word, email, phone number or just about anything that will be listed on the order. This will wild card searches orders for your search term in the Order Demographics fields and order descriptions.
Advance Search Check Box: When this box is checked, the Order Search term will also check in the Special Instructions and Personalization Text fields on the Maintain Order Screen. In addition, you can enter a product number to search orders for.
E-Mails Not Processed Check Box: This will look for orders where an email has been assigned to an order, but has not been checked off as being processed.
Order Entry Incomplete Check Box: This will search for orders that were incomplete on putting orders in AND have an order number already assigned.
Past Due Orders
On the Past Due Orders, it will display all orders that are still open and past due when they were scheduled to be worked on. You can also view these orders by clicking on the word Past in the Scheduled by Day Section.
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company.
Orders Due Today
Orders Due Today will display all orders that are in an open status and the Scheduled Date is equal to the current date. You can also view these orders by clicking on the current day icon in the Orders Scheduled by Day Section.
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company.
Orders To Ship Today
Orders To Ship Today will display all orders that have a Pickup/Ship By date that is Older or equal to the current date and have not been triggered as shipped.
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company.
All Quotes
All Quotes will display all orders that are in a Quote Status. You can also access this information by clicking on the button at the bottom of the page "Quotes to Followup On"
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company.
Order Stock Not Pulled
The “Order Stock Not Pulled” feature displays all orders in an “OPEN” status and the stock location field on the Maintain Order Window is empty. This feature is highly beneficial for ensuring that the product is either on order or in stock, has been pulled, and is placed on a shelf location awaiting use.
The primary purpose of the “Stock Not Pulled” feature is to facilitate the consolidation of the ordering process. As orders are entered throughout the workday, it may not be feasible to “pull stock” or place stock on order. By utilizing the “Stock Not Pulled” feature, you can review your product requirements for your open orders.
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company.
Export Orders to Excel
Sometimes you may need to work with your order data in ways whereby Order Manager doesn’t already have a built-in management tool. Exporting your orders to Excel will allow you to sort data, create custom calculations on columns of data and many other things. How to do some of these things and creation of formulas in Excel or other spreadsheet programs are not supported by NetSoft Studio, however we do provide an easy way to get the data into Excel format. Once in Excel Format you may open the exported spreadsheet in your favorite spreadsheet program.
