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Work Order

  1. Search for the desired Web Order and select Edit.

  2. 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 work working order.
    (More information on how to make changes in the section below definitions)

  3. In the Work Order popup screen, it will default the Fulfilled Qty to the Qty to Fill amount.
    Make any changes as needed.

  4. If desired, add Shipping Comments or Special Comments. These will print on the Picking List and Packing List.

  5. When finished, select Process $.

  6. Once Processed, if all quantities on the order are shipped or cancelled, it will changed the status to Complete.

  7. Print the Packing List and Receipt.

For Backorder

In the Work Order Popup screen, fill in the QTYs as applicable in the Back Order QTY field, when you select process, the order will Be in Backorder status. When you receive the products, follow the above process.

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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.

Note: If there is incomplete or invalid information, it will display warnings in red. You can then edit the information or close/cancel the order or complete at register.

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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.

Shipping Instructions

Will print on the packing list

Cancelled

The order has been cancelled or completed at the register.

Special Comments

Will print on the packing list

Web Order Picklist, Packing List, and Receipts

In Web Orders you are able to view and edit your Web Orders that come from your website.
On the homepage, you can search for or filter your results by date, shipping method, or by Status open/partial/backordered/complete/failed. You are also able to search by any methods in the search barusing any of the given criteria.

  1. To print your Picklist, select the checkbox on the Web Order(s) line you wish to print. The Print Picklist button will become available to select. Upon selection, the picklist(s) 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).

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  2. 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.

  3. Save your changes.

  4. To print Packing List or Receipt for a Web Order , go into the the Web Order must be at least Partial or Complete.
    Select Edit for the Web Order and . Once worked, 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.

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