Difference between revisions of "Outstanding Orders"
(Page creation.) |
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 ''Outstanding Orders List'' function on Spitfire, which includes how to search for and download relevant reports.<br /> | This page will provide an overview of the ''Outstanding Orders List'' function on Spitfire, which includes how to search for and download relevant reports.<br /> | ||
To arrive on the correct page, select the ''Sales Orders'' heading, and then press the ''Outstanding Orders'' tab. | To arrive on the correct page, select the ''Sales Orders'' heading, and then press the ''Outstanding Orders'' tab. | ||
== Search == | == Search == | ||
| − | To search for a specific order group, product group or | + | To search for a specific order group, product group or SKU you will have the option to search at the top of the page. |
'''Order Group'''<br /> | '''Order Group'''<br /> | ||
| Line 12: | Line 13: | ||
'''SKU'''<br /> | '''SKU'''<br /> | ||
| − | Enter here | + | Enter here an SKU that you would like to search by. |
To search according to the selected filters, press the [[File:Filter-orders.PNG]] button. | To search according to the selected filters, press the [[File:Filter-orders.PNG]] button. | ||
| Line 44: | Line 45: | ||
'''Summary'''<br .> | '''Summary'''<br .> | ||
| − | At the bottom of the page there is a summary of ''Orders On Hold'' and ''Orders Outstanding''.<br /> | + | At the bottom of the page, there is a summary of ''Orders On Hold'' and ''Orders Outstanding''.<br /> |
The following information will be given: ''Total'', ''Total Value'' and ''Total Profit''. | The following information will be given: ''Total'', ''Total Value'' and ''Total Profit''. | ||
Latest revision as of 10:13, 1 November 2021
In This Section
This page will provide an overview of the Outstanding Orders List function on Spitfire, which includes how to search for and download relevant reports.
To arrive on the correct page, select the Sales Orders heading, and then press the Outstanding Orders tab.
Search
To search for a specific order group, product group or SKU you will have the option to search at the top of the page.
Order Group
Select the order group that you would like to search by, by selecting from the drop-down menu.
Product Group
Select the order group that you would like to search by, by selecting from the drop-down menu.
SKU
Enter here an SKU that you would like to search by.
To search according to the selected filters, press the 
button.
Results
The results will display the following information:
Customer Number
This will display the customer number, by pressing this button you will be redirected to the Customer Management page. Please click here to be taken to the Create / Edit Customer page where the relevant instructions will be.
Customer Name
This will display the customer name associated with the outstanding order.
Order No
This will display the order number associated with the outstanding order. By pressing the button you will be redirected to the Sales Order Management page. Please click here to be taken to the Create / Edit Sales Orders page where the relevant instructions will be.
Order Date
This will display the date of the outstanding order. This will be given in the format of YYYY-MM-DD HH:MM:SS.
Value(Ex VAT)
This will display the value, excluding VAT of the outstanding order.
Status
This will display the status of the outstanding order, which will be Outstanding.
Order Group
This will display the group of the outstanding order.
Account Manager
This will display the account manager associated with the outstanding order.
Summary
At the bottom of the page, there is a summary of Orders On Hold and Orders Outstanding.
The following information will be given: Total, Total Value and Total Profit.
Download Report
To download the report press the 
button at the top of the page, to download the report as an Excel file.
The Excel file will have the following information given: Customer ID, Customer Name, Order No, Order date, Value(Ex VAT), Profit(Ex VAT), Status, Order Group, and Account Manager.
