Once a commissary or customer order has been created, it can be seen at the Supply Location/Central Storage in the Recent Customer Orders screen accessed from the Sales menu. In this screen, users can view and/or process orders only for customers to which they are linked in the Application Users screen in Enterprise Manager. Each order has one or more processing options that can be selected, depending on the order’s status and the user’s security access.
To find a particular order, click on one of the status bins or click the Filter (Funnel) button to access the screen filters. (The screen can be filtered by any column.) {Note}
To select which columns will display, click on the drop-down arrow at the right of any column header and select "Columns" from the pop-up menu. The user will be able to select the columns that appear on the screen. Columns can also be dragged and dropped to rearrange the order in which they appear.
Screen Controls:
- Search field – Enter the Customer (Name), Reference #, or Order # for the order you want to locate.
- Funnel: Opens the Filters pop-up.
- Printer: Exports the list of orders displayed to the selected format.
- Auto-Process Selected (Pad w/Arrow) – Automatically processes the selected order(s) to the next stage without opening the detail screen. This button is enabled when at least one order is checked for processing.
- Plus – Opens the pop-up for creating a New Order, Requisition Order, or Product Return.
- Consolidated Picklist – Opens the Consolidated Picklist report. The report displays a list of products on Commissary and Customer Orders at the current location with a status of “Ready for Submit”, “Ready for Picklist”, or “Ready for Invoice”. This will allow users to generate an aggregated list of products required to complete and ship one or more outgoing orders.
Screen Columns:
- Customer – The customer/location receiving the order.
- Type – "HY" for (Hybrid) Commissary or Warehouse Order or "CO" for Customer Order.
- Order # – Customer Order number; based on Numbering setup in Enterprise Manager.
- Reference # – Entered/edited during order creation or reconcile.
- Post Date – The post date for the period in which the order falls.
- Daypart – The daypart when the order is expected to be received; selected during order creation.
- Exp. Del. Date – The date the order should be delivered; entered during order creation.
- Order Date – The date the order was created.
- Invoice Date – The date the order was invoiced.
- (Physical) Reconcile Date – The date the order was reconciled at the receiving location/customer.
- Final Reconcile Date (Non-Cruise only) – The date the order was final reconciled at the supply location.
- Value (Non-Cruise only) – The total value of the transaction.
- Actions (links available based on order status) – For details about these links, click HERE.
Optional Columns for Catering:
Available for display if "Includes Catering Orders" is enabled for Projected Consumption in the Recommended Order Setup screen.
- Catering Order – Displays 'Y' or 'N' to indicate whether it is a catering order. This indicates whether products depleted on these orders are factored into the Projected Consumption.
- Revenue Center – The revenue center linked to the order; select by the user during order creation.
- Daily Prep Date – The date the order is assigned to be processed via Daily Prep.
- Daily Prep Description – The description assigned to the prep task; entered by the user when creating Daily Prep.
(If the Catering Order is linked to multiple Daily Prep transactions, these 2 columns will display a [...] command button that will show the list of all associated Daily Prep transactions.)
Optional Columns for Cruise Lines:
- Status – Displays the current status of each order.
- Entry Date– The date the order was created.
- Entry User– The User ID of the user who created the order.
- Exp. Total– The total value based on the products and quantities ordered.
- Approval Date – The date the order was approved.
- Approval User – The User ID of the user who approved the order.
- Pull Date (Whs only) – The date the products should be pulled to fulfill the order.
- Picklist Date (Whs only) – The date the order was picklisted.
- Picklist User (Whs only) – The User ID of the user who picklisted the order.
- Consolidation Date (Whs only) – The date the order was consolidated.
- Deliver On Date (Whs only) – The date the order should be delivered.
- Master Order # (Whs only) – Master Order number; based on Numbering setup in Enterprise Manager.
- Invoice # (Whs only) – Entered by the user during consolidation or reconcile; from the vendor's invoice.
- Invoice Total – The total value based on the products and quantities invoiced.
- Final Reconcile Total – The total value based on the products and quantities reconciled.
- Weight – Displays the total weight in KG of all products on the order that have a calculated weight.
- Ship To– Displays the designated "Ship To" location.