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Order Management


Use to manage ALL orders in the system. Identify orders for any period, sales channel, batch tag, pickup or ship.

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

Order Management Screen


Setting the View

Use the filters at the top of the screen to choose what batches are shown in the batch list in the bottom of the screen.

Once you select your batches, you can drill into the batch using the Edit button on the toolbar, print reports, mass void stale orders and export orders to a spreadsheet.


Filters


Sales Location: This is the Sales Location the order was sold against.

Open/Closed: Choose a view. Open orders are orders either not paid, not picked up, or not shipped. Close orders are paid, picked up or shipped.

Order Date Fm/To: Set the date range for the date the order was created.

Paid/Unpaid: Choose between Paid and Unpaid orders.

Paid Date Fm/To: When viewing Paid orders, choose a Paid Date range you wish to view.

Ship/Pickup: Choose between Ship Orders and Pickup Orders.

States: States to include/exclude from the batch view.

Voids: Choose to Include or Exclude voided orders from the batch view. This option is only available when viewing ALL Orders or Closed Orders.


Batch List

The batch list shows results based on the filters set. 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 a batch to select it.

You can select multiple rows by holding down the CTRL-KEY and clicking on multiple rows. You can also select a group of adjacent rows 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 from the reports drop-down to print or preview.

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

Orders: Prints a list of orders in selected batches.

Invoice(s) - By Order #: Prints invoices for all orders in selected batches sorted by Order #.

Invoice(s) - By Name: Prints invoices for all orders in selected batches sorted by Name.

Manifest - Detailed: Prints a list of orders with line item detail, sorted by last name.

Manifest - Summary: Prints a list of orders without line item detail, sorted by last name.

Warehouse Pull Order: Prints list of products with quantities required to fill the selected order batches.


Toolbar Options

New: Resets filters to default and clears batch selections.

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

Void Orders: Mass Void all orders in the selected batches.

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


Order Management List Editor

The Order Management 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 Management 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 mark an order picked up

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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