Order Line Tracking

Top  Previous  Next

This screen will track the current status of your orders.

 

Select what you wish to search for (ISBN, SAN, etc.) from the drop down boxes, enter a value in the corresponding field, select the month or months to search or key in a specific date dd/mm/yy, and click the Search button to call up all orders matching your criteria.

 

If both search boxes are used the search will return only results that match both criteria.

 

All orders matching the entered criteria will now be displayed on the screen. They can be sorted by clicking on any of the column headers.

 

Alternatively, use search by calendar to display a monthly calendar which highlights the days when orders were received.

 

Detailed View is displayed of orders by Customer.  Click switch to summary view to show a compressed version of the orders.

 

The ack column shows if an order has been acknowledged or not. If no symbol appears, no acknowledgement has been made. If a symbol does appear, acknowledgement has been made. Position the cursor over the symbol to show the acknowledgement status (green tick means the order line has been accepted with no supply problems, red cross indicates a rejected order, yellow symbols show potential supply problems).

 

The inv column shows if an order has been invoiced. Again position the cursor over any symbol to get an explanation of its meaning.

 

Clicking on the isbn (order date in summary view) opens up another window displaying more details about the order line, including title, author, customer reference and a more detailed description of any problems with the line.

 

In summary view clicking on the invoice ref opens up the Print Invoice screen showing the complete invoice.  Click print invoice to print the invoice, click print delivery note to print the delivery note, click return to order tracking to go back to the previous screen, click generate credit note and recharge entire invoice to turn the invoice into a credit note and create a new, correct invoice.

 

Print orders in either of three formats:

Print Print the orders as displayed on screen

Print by Customer Paged (new page for each customer)

Print by Customer Unpaged (no new page at change of customer)