Work Order
Search for the desired Web Order and select Edit.
In the Web Order, select Work Order.
Note: If you need to make changes to the Web Order, like adding products, do that before selecting/finishing a work order. (More information in the section below field definitions)In the Work Order popup screen, it will default the Fulfilled Qty to the Qty to Fill amount. Make any changes as needed.
If desired, add Shipping Comments or Special Comments. These will print on the Picking List, Packing List and Receipt.
When finished, select Process $.
Once Processed, if all quantities on the order are shipped or cancelled, it will changed the status to Complete.
For Back Order
In the Work Order Popup screen on an order, fill in the QTYs as applicable, when you process, order will Be in Back Order status. When you receive the products, follow the above process.
To Cancel an order.
On the Web Order Details screen, select Cancel Order.
This will Cancel the order and a confirmation message will appear on screen.
NOTE: Once selected, it WILL cancel the order.
Field | Definition | Field | Definition |
|---|---|---|---|
Print Picking List | List of items and quantity for the order | Packing List | The paper included in the order shipment, includes shipping information |
Open | Order is ready to be worked. | Receipt | Receipt for Web Order with price breakdown |
Partial | Part of the order has been fulfilled. | Add Products | Add products to an existing order |
Backordered | One or more items are temporarily out of stock and waiting to become in stock to be shipped | Work Order | Select this to either fulfill or enter in backorder/cancelled qty. |
Complete | The order has been sent and fulfilled. | Internal Order Fulfillment Notes | Internal Only |
Failed | Order has failed to process. |
In Web Orders you are able to view and edit your Web Orders that come from your website.
On the homepage, you can filter your results by date, shipping method, or if they are by Status open/partial/backordered/complete/failed. You are also able to search by any methods in the search bar.
To print your picklist, select the checkbox on the Web Order(s) line you wish to do. Print Picklist button will become available to select. Upon selection, the picklist will download to your browser, select it open in new tab to view and print.
If you want to Add Products to an existing order, select Edit on the order.
Then, select +Add Product(s).
Add Product to Web Order window will open, search for the desired product and select Add to Order on product line. This will add the product to the Original Order section of the Web Order.
Save your changes.
If you need to add another product, repeat this step.
To print Packing List or Receipt for a Web Order, go into the Edit for the Web Order and under the Shipment Date field you will see Packing List and Receipt buttons. Select to download respectively to your browser, once downloaded you can select it to open into a new tab and save or print.
Field
Definition
Field
Definition
Print Picking List
List of items and quantity for the order
Packing List
The paper included in the order shipment, includes shipping information
Open
Order is ready to be worked.
Receipt
Receipt for Web Order with price breakdown
Partial
Part of the order has been fulfilled.
Add Products
Add products to an existing order
Backordered
One or more items are temporarily out of stock and waiting to become in stock to be shipped
Work Order
Select this to either fulfill or enter in backorder/cancelled qty.
Complete
The order has been sent and fulfilled.
Failed
Work Order
Search for and select Edit on the desired order.
In the Status section of the Web Order, select Work Order.
You will be taken to the Work Order screen.
In the Work Order screen, it will default the Fulfilled Qty to the Qty to Fill amount. Make any changes as needed.
If desired, add Shipping Comments or Special Comments. These will print on the Picking List, Packing List and Receipt.
When finished, select Process $.
Once Processed, if all quantities on the order are shipped or cancelled, it will changed the status to Complete.
To Cancel an order.
