Operators can easily manage and edit past orders through the Decision Logic platform. In addition, users can view orders on the Ordering Home tab and Order History tab. This article will walk through both options.
Overview
The order history within the ordering home tab provides a quick view of past orders by Distributor and posted Date range. Additionally, you can filter orders that have Exceptions.
There may be times when you update your received invoice because an item may have a substitution, the price is incorrect, or there is a catchweight item on your order when delivered. Adjustments to orders are called Exception Based Receiving (EBR).
Video
Check out this video on how to view, edit, and delete past orders, or keep scrolling.
Access Order History
Begin by navigating to:
Operations > Direct Order Entry > Ordering Home
Select a Distributor from the dropdown.
Select the dates From and To. This is the date range to view past orders.
Click Search. The results will include orders that have and have not been received.
Highlight an order.
Right-click on your mouse.
Select either:
View - to view the order details.
Edit - to edit the order details.
Delete - to delete the order.
View Order
The view selection only allows users to view the order details. It does not allow users to make edits or delete an order.
Edit Quantity on Order
Users can update:
Make the updates and Save Changes.
Delete Order
Before an order is deleted, a popup box will appear to confirm if you do or do not want to delete the order.
Exception Based Received Order
Users can filter orders with exceptions from the past 7 days, 30 days, or 60 days from the dropdown on the Ordering Home tab. Please follow the steps listed above to edit past orders, including those with exceptions.
View - Order History Tab
The view Order History tab provides a larger space to select past orders or view, edit, or delete.
Begin by navigating to:
Operations > Direct Order Entry > Ordering Home > Order History
Select the Company, Region, Group, and Store.
Define your Start and End date range.
Click Search.
Highlight an order.
Click the Gear icon.
Select either:
View - to view the order details.
Edit - to edit the order details.
Delete - to delete the order.
Scroll up to see the view option, edit an order, or delete an order.
What are the features of the Ordering Home page (overview)?
How do I enter or post an electronic order?
How do I receive electronically placed orders?
How do I receive electronically placed orders with ‘Exceptions’ & what does that mean?
How do I manually receive orders?
How do I enter (receive) paid-outs?
How do I manually receive electronic credits (e-credits)?
How do I sort my Order Guide from sheet to shelf & set PARs?
How do I transfer to & receive products from another store (IUT)?
How do I place an order through the mobile app (Manager’s Toolbox)?
© 2021 Knowledge Management Systems, LLC. Decision Logic. All Rights Reserved.