Difference between revisions of "On Hold Orders"
m (spelling corrections) |
|||
(One intermediate revision by the same user not shown) | |||
Line 1: | Line 1: | ||
+ | ===In This Section=== | ||
This page will provide an overview of the orders on hold list page on Spitfire. | This page will provide an overview of the orders on hold list page on Spitfire. | ||
=== Results === | === Results === | ||
− | Once you arrive on the on hold orders list, a report will automatically be generated.<br /> | + | Once you arrive on the on-hold orders list, a report will automatically be generated.<br /> |
You can filter the result by the select order hold status, by selecting the appropriate option from the drop-down menu.<br /> | You can filter the result by the select order hold status, by selecting the appropriate option from the drop-down menu.<br /> | ||
The following information will also be given: ''Customer Number'', ''Customer Name'', ''Delivery Name'', ''Order No'', ''Order Date'', ''Value (Ex VAT)'', ''Profit (Ex VAT)'', ''Order Group'', ''Account Manager'' and ''Release''.<br /> | The following information will also be given: ''Customer Number'', ''Customer Name'', ''Delivery Name'', ''Order No'', ''Order Date'', ''Value (Ex VAT)'', ''Profit (Ex VAT)'', ''Order Group'', ''Account Manager'' and ''Release''.<br /> | ||
Line 9: | Line 10: | ||
=== Release Orders === | === Release Orders === | ||
To release any of the order that are on hold, tick [[File:Tick.PNG]] to ''select'', <u>or</u> leave blank [[File:Blank.PNG]] to ''ignore'' that order.<br /> | To release any of the order that are on hold, tick [[File:Tick.PNG]] to ''select'', <u>or</u> leave blank [[File:Blank.PNG]] to ''ignore'' that order.<br /> | ||
− | Once all | + | Once all orders have been appropriately selected or left blank, press the [[File:Release-selected-orders.PNG]] to release any of the selected orders that are on hold. |
=== Download Report === | === Download Report === | ||
To download the report press the [[File:Report-generated.PNG]] button to download the report as an Excel file.<br /> | To download the report press the [[File:Report-generated.PNG]] button to download the report as an Excel file.<br /> | ||
The Excel file will have the following information included: ''Customer ID'', ''Customer Name'', ''Delivery Name'', ''Order Number'', ''Value (Ex VAT)'', ''Profit (Ex VAT)'', ''Order Group'', and ''Account Manager''. | The Excel file will have the following information included: ''Customer ID'', ''Customer Name'', ''Delivery Name'', ''Order Number'', ''Value (Ex VAT)'', ''Profit (Ex VAT)'', ''Order Group'', and ''Account Manager''. |
Latest revision as of 10:11, 1 November 2021
In This Section
This page will provide an overview of the orders on hold list page on Spitfire.
Results
Once you arrive on the on-hold orders list, a report will automatically be generated.
You can filter the result by the select order hold status, by selecting the appropriate option from the drop-down menu.
The following information will also be given: Customer Number, Customer Name, Delivery Name, Order No, Order Date, Value (Ex VAT), Profit (Ex VAT), Order Group, Account Manager and Release.
There will also be a summary at the bottom of the page for Orders On Hold which includes the Total, Total Value and Total Profit.
Release Orders
To release any of the order that are on hold, tick to select, or leave blank to ignore that order.
Once all orders have been appropriately selected or left blank, press the to release any of the selected orders that are on hold.
Download Report
To download the report press the button to download the report as an Excel file.
The Excel file will have the following information included: Customer ID, Customer Name, Delivery Name, Order Number, Value (Ex VAT), Profit (Ex VAT), Order Group, and Account Manager.