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Order Exceptions

Use to manage order exceptions (Credit Cards, Compliance, Delivery) and Identify orders in need of attention.

Navigate to the Order Management menu and select Order Exceptions from the Activities section.

Pickup Screen

Setting the View

Select your Location and Exception Type. Then click the checkbox next to your Exception Type to refresh the batch results below.

Once you've refreshed your batch results and selected your batches, you can; drill into them using the Edit button on the toolbar, print reports, export to a spreadsheet.

Select a Location

If you are managing multiple locations, you can select All Locations, or choose a specific location to view.

Choose an Exception Type

There are three types of Order Exceptions to choose from. Click one of the three buttons to choose the type. Then, for each type, you can choose from two categories of exception.

Credit Cards:
Compliance: Delivery Address:

Once you select your Exception Type, you will need to Refresh the exceptions for that type.

Refresh Exceptions

The results window at the bottom half of the page will show your exception results based on the last time you ran it. Therefore, it is very important to Refresh your selected exception type before reviewing the resulting exceptions.

To Refresh your exception results, click the check mark button next to the exception type you want to refresh. This will search ALL open orders in the system for any orders that may have an exception.

Batch List

The Batch List shows results based on the last exception refresh. Batches are grouped by Department, Group, Subscription and Batch Tag. Batches show the number of and total of orders in the batch.

Batch Selection

Use the Select All and Select None buttons to select batches, or simply click on batches to select them.

You can select multiple batches by holding down the CTRL key and clicking on each batch. You can also select a group of batches by selecting a starting row and while holding the SHIFT key down, select another row. All rows in between will be selected.

Click the column titles to sort by that column.

Report Selection

Once you’ve selected your batches, you can choose to view a report for that exception type by clicking the Print/Preview button on the toolbar.

To save a report as a PDF file, preview the report, then choose 'PDF or XPS' from the Office toolbar.

Toolbar Options

New: Resets Exception Type selections to default and clears batch selections.

Edit: Opens the Order Exception List Editor window listing orders contained within each batch selected.

Print/Preview: Print or Preview the selected report for the batches selected.

Order Exception List Editor

The Order Exception List Editor lists orders contained within the selected batches. Use the order list editor to edit an order, mark an order as picked up, or to open a datasheet to export the orders to an Excel file.

Order Exceptions List Editor

To Edit an order

Double click anywhere on an order line to open the order, or select a line and click the folder icon on the left of the line.

To Track an Order

Click a row to select an order and then click the Tracking button on the toolbar to open the tracking screen.

To open a Datasheet

Click the datasheet icon on the toolbar to open the datasheet. Use the Export tools on the MS Office toolbar to export the list to Excel.

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