Inventory Orders Overview
To access inventory orders, from the sidebar navigation, click
Products, then Inventory Orders.
- (1)
: Options include New Order (manually create an order), Past Order (to enter the totals from past order without affecting your current on-hand quantities), and Replacement Order (create an order for returned items). - (2)
: Opens the selected order to allow item addition or removal changes if the order is still in the Open status. Only the Date, Description, and various totals, can be changed if the order status is Received. - (3)
: Marking an order as Placed, puts it into a pending state. The quantities ordered are then added to each item's On Order field (This function should be done after submitting the order to the company). - (4)
: After the order has been physically delivered, this function opens the Receive Order screen. You can then add the expiration date for any items that have a shelf-life, make other adjustments for back-ordered items, substitutions, or permanently out of stock, then receive into inventory to update the On Hand amounts. - (5)
: Options include Filter (Date Range, Status, or Type) and Clear Filter (clears all filters set). - (6)
: Options include Discount (the default discount percent applied to inventory orders), an UPDATE ALL button (to apply the default discount to current on-hand inventory), Add Expense entry for Freight, Add tax for freight, and Print in order form sequence. - (7)
: Prints the selected order - (8)
: Deletes the selected order - (9)
: A basic search for orders - (10) Advanced Search: Drops down column header search fields to allow for a more advanced search.
- (11)
: Pennant image indicates that the order is in an Open or Placed status
- (12) Status: Options include Open, Placed, or Received.
- (13) Date: Date of the order
- (14) Description: Description of the order
- (15) Type: Options include Standard (default inventory order), Replacement (order for returned items), EZ Ship (website orders that are being shipped from the company to registered customers), and Guest Checkout (website orders that are shipped from the company to anonymous customers).
- (16) Retail: Retail amount of the order (all sections except for 2 - supplies)
- (17) Wholesale: Wholesale amount of the order
- (18) Tax: Total amount of tax charged for all sections (if applicable, on shipping)
- (19) Section 2: The amount of section 2 purchased (non-retail/business supplies).
- (20) Shipping: The amount paid for freight/shipping
- (21) Total: Total cost of the order