The Orders screen lists orders and the items in those orders. Use it to review order status, print shipping tags and purchase orders and fulfill orders.
The Tracker separates assignment, purchase and external rental orders into separate pages. A view of the Orders screen can be set up for just one of those pages or all three.
'External' rentals are from outside or external vendors. 'Internal' are from your stock.
Assignment orders can be entered in one step if you ship from the Cart. Two steps are required for purchase and external rental orders or if you want field users to order items that warehouse personnel fulfill. Three or more steps may be warranted if, for example, you want to track when (1) an item was ordered from a vendor (2) received at the warehouse and (3) delivered to a job site. If you enter orders in two (or more) steps ...
Several purchase and external rental scenarios are possible, for example, warehouse personnel can fulfill some items in an order from stock while purchasing or externally renting other items in the same order. If you enter purchases, you can add new item numbers while receiving.
ADD, EDIT AND DELETE ORDERS AND THE ITEMS IN ORDERS
Orders are added when you place an order or ship in the Cart. Additional items can be added to an order in the Orders screen, but you can't add a new order there.
After all the items in an order have been shipped or received, you can no longer edit that order in the Orders grid. After an item has been shipped or received, you can no longer edit it in the Orders screen Details sub grid but can edit it in the Item history screen, if your organization manager has given you the right to do so.
Orders entered in two or more steps must be fulfilled or completed. Two steps are required for purchase and external rental orders or if you want field users to order items that warehouse personnel pick and ship.
You can mix assignments, purchases and external rentals on the same order. If, for example, a field user has entered an 'assign to job' order, you can edit the items in the Details sub grid, changing their DETAIL TYPE to 'purchase for job' or 'rent for job' if you decide to purchase or rent them.
You can change any item's DETAIL STATUS to 'backordered' (if it hasn't been 'shipped' or 'received').
If you have the supplies and small tools module and send or receive a partial shipment of an inexpensive tool or consumable, you can add a backorder for the quantity not sent or received with the Add backorder macro.
PRINT SHIPPING TAGS AND PURCHASE ORDERS
A shipping tag lists the items in an order. Some would call it a bill of lading or packing list.
The info your organization manager enters in the Organization preferences and Organization info tabs in the Preference screen (for example, your organization's address and logo) is printed on purchase orders.
You must be in the Orders - assignments page to print shipping tags and in the Orders - purchases page to print purchase orders. If the order contains a mixture of assignments, purchases and external rentals, only the assigned items will be included in the shipping tag.
SAVE DELIVERY SIGNATURES
Saves a signature receipt and marks the items in the order 'received' that are completely filled-in (with an ITEM ID, DESCRIPTION ID and, in most cases, a FROM LOCATION ID).
ENTER AN UNLISTED ITEM OR UNLISTED FROM
The ITEM ID and FROM LOCATION ID lists in the Details sub grid match the data already entered in a row. If, for example, you've entered a DESCRIPTION ID and FROM LOCATION ID, the ITEM ID list will only offer item numbers with that description currently at that location. Unfortunately, the data in the Tracker can be wrong if, for example, an item has been moved from one job to another and the move was never recorded. If you need to enter an unlisted item number or from location ...
New item numbers can only be added in the Details sub grid when purchasing.
CHANGE ASSIGN TO
Used to change an order's assignment on a computer (not available on smart phones or tablets).
RESERVE AN ITEM OR DESCRIPTION
Much of the purchasing and external rental functionality in Tracker 8 is new (compared with Tracker 7). Your feedback will help us refine our approach. If you're interested in either, please contact us.
SEARCH FOR AN ITEM'S PURCHASE HISTORY
While all that's required to receive an item is to change its DETAIL STATUS to 'received,' the Tracker offers several options that can be useful when receiving purchased items: ENTER BACKORDERS, received not final SAVE DELIVERY SIGNATURES are described in the HOW TO ... section of this help screen. ADDING NEW ITEM NUMBERS WHILE RECEIVING and PURCHASING VERSUS STOCKING QUANTITY, UNIT OF MEASURE and PRICE are described below.
ADDING NEW ITEM NUMBERS WHILE RECEIVING
PURCHASING VERSUS STOCKING QUANTITY, UNIT OF MEASURE AND PRICE
RENTING FROM A VENDOR (EXTERNAL RENTALS)
ORDER STATUS OPTIONS
Only items whose status is 'shipped', 'received' or 'discrepancy' are included in Item assignments.
FIELDS AND BUTTONS