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Managing your orders

Kristen Murphy Caldecutt
  • Updated

In this article:

    There are several tools for tracking and managing your orders. On the Orders tab, you will see four subtabs:

    subtab.png

    The History subtab displays all line items you have added to orders. You can filter by product name or vendor to search your order history. 

    The Drafts subtab is the default view on the Orders tab, where you can create orders and easily add items to them. 

    After you have submitted an order to your vendor, it will then be listed under the Pending subtab. You can review all pending orders and send followup messages to your sales reps by opening a specific order and clicking on the messages.png button.

    PrinterFriendly.png

    You can track when an order was placed and any messages with your reps by clicking the "Submission Details" link. You can easily print orders for your records by clicking the "Printer friendly version" link. When an order has been received, you can click on the markdelivered.png button.

    The Delivered subtab lists all items you have marked as received. You can use the reconcile.png button to update quantities received or prices invoiced as needed. If an item not listed on the order was delivered and you decided to keep it, you can use the "Add a product" bar at the bottom to enter this item into your order history. If you need a paper copy for your records, you can click the Printer friendly version link to print. 

    To make your life simpler, you can click on the reorder.png button to start a new order and make routine reordering a breeze.