How do I view, edit, or delete a posted order (Order History)?

Operators can easily manage and edit past orders through the Decision Logic platform. Store-level users can view orders on the Ordering Home tab and Order History tab. Decision Logic Administrators and above-store managers can edit and delete orders. This article will walk through all 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.

Quick Access Order History

Users can view recent orders on the main landing page or navigate to the Order History page. This section shows how to access using the main landin page, Orderin Home, for a quick view. Begin by navigating to:

Operations > Direct Order Entry > Ordering Home

Select a Company, Region, Group, or Store.
Select a Distributor from the dropdown in the Orders History section on the Ordering Home tab.
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:
1. View - to view the order details.
2. Edit - to edit the order details.
3. Delete - to delete the order.

An X icon means the user canceled the order. A triangle icon means the order was not sent to the distributor, often due to connectivity issues. If the triangle icon still appears after 15 minutes of placing the order, please submit a ticket to our Decision Logic Service Center.

This view only allows users to view the order details. It does not allow users to make edits or delete an order.

Order History Tab

The 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.
1. Select either:
  1. View - to view the order details.
  2. Edit - to edit the order details.
  3. Delete - to delete the order.

Decision Logic does not recommend deleting orders since it can affect COGS, IvA, and TvA reporting. Orders cannot be recovered once deleted. Users would have to enter a ‘manual receive’ order to correct reports.

View Order

Simply click View after following the steps above.

Edit Order

Users with ‘change’ permissions, such as DL Admins, can update:

Received amount
Reason change for exceptions
Received Date
Time Received
Invoice #

After clicking Edit from the steps above, make the changes and click Save Changes.

Please submit a ticket to the Decision Logic Service Center if the price needs updating.

Delete Order

Users with ‘change’ permissions, such as DL Admins, can delete orders. After following the steps above, users will select Delete from the options.

Decision Logic does not recommend deleting orders since it can affect COGS, IvA, and TvA reporting. Orders cannot be recovered once deleted. Users would have to enter a ‘manual receive’ order to correct reports.

Before an order is deleted, a popup box will appear to confirm if you do or do not want to delete the order. Click Delete Order to permanently delete the order.

If you delete an order, you will need to delete the corresponding invoice within Invoice History.

Table of Contents

1 Overview
2 Video
3 Quick Access Order History
4 Order History Tab
- 4.1 View Order
- 4.2 Edit Order
- 4.3 Delete Order

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.