Customer Service:Future Orders-Cancelling Old Future Orders - Revision history

Nancyn at 00:04, 31 December 2016

2016-12-31T00:04:14Z

Nancyn: Nancyn moved page Customer Service:Cancelling Old Future Orders to Customer Service:Future Orders-Cancelling Old Future Orders

2016-11-30T19:19:55Z

Nancyn moved page Customer Service:Cancelling Old Future Orders to Customer Service:Future Orders-Cancelling Old Future Orders

Nancyn: /* Cleaning the Sales Order Queue */

2016-11-18T20:47:21Z

Cleaning the Sales Order Queue

Nancyn: /* How to Find Old Future Orders */

2016-11-18T20:46:42Z

How to Find Old Future Orders

Nancyn: /* Hotline Incident */

2016-11-18T20:45:25Z

Hotline Incident

Nancyn: /* Opening Individual Sales Orders */

2016-11-18T20:44:55Z

Opening Individual Sales Orders

Nancyn: /* Looking up the Sales Order */

2016-11-18T20:44:26Z

Looking up the Sales Order

Nancyn: Nancyn moved page Customer Service:Cancelling Old Future ORders to Customer Service:Cancelling Old Future Orders

2016-09-23T18:22:38Z

Nancyn moved page Customer Service:Cancelling Old Future ORders to Customer Service:Cancelling Old Future Orders

Nancyn at 16:47, 22 September 2016

2016-09-22T16:47:15Z

Nancyn: Created page with "==Overview== ==How to Find Old Future Orders== #Goto 'Work With Sales Orders – Header View' screen #Enter the date from 3 months ago and press 'enter'. This will bring up a..."

2016-09-22T16:35:23Z

Created page with "==Overview== ==How to Find Old Future Orders== #Goto 'Work With Sales Orders – Header View' screen #Enter the date from 3 months ago and press 'enter'. This will bring up a..."

New page

==Overview==

==How to Find Old Future Orders==
#Goto 'Work With Sales Orders – Header View' screen
#Enter the date from 3 months ago and press 'enter'. This will bring up all the outstanding orders for this specific date.
#Highlight any orders (one at a time) that have the Order Type of FO (Future Order) or WF (Web Future)
#Once highlighted click on 'Lines' and this will open the order.
#Click on ''''Shift Info'''' or press ''''F1'''' so you can see what the item is.

[[File:fo1.png|500px]]

==Confirm and Cancel Future Order==
#Once you have visually confirmed that this is an order you wish to cancel, highlight '''each line''' and press ''''delete''''
#The program will prompt you to press ''''enter'''' to confirm deletion
#The program will then ask you for '''Reason for the lost sale'''
#Enter ''''B'''' which stands for Manufacture Short and press ''''enter'''' twice this will clear the item from the order.

[[File:fo2.png|500px]]

==Cleaning the Sales Order Queue==
Once you have backed out of the individual order you can clean the queue by highlighting the now zero dollar.
Press <Delete> and this will remove it from the “Work with Sales Order – Header View” screen
Continue until all old future orders are cancelled

[[Category:Workflows-Customer Service]]

← Older revision		Revision as of 00:04, 31 December 2016
Line 58:		Line 58:

	[[Category:Workflows-Customer Service]]		[[Category:Workflows-Customer Service]]
		+	[[Category:Future Orders]]

@@ Line 49: / Line 49: @@
 ==Cleaning the Sales Order Queue==
 #Once you have backed out of the individual order you can clean the queue by highlighting the now '''zero dollar'''.
-#Press ''''Delete'''' and this will remove it from the “Work with Sales Order – Header View” screen
+#Press ''''Delete'''' and this will remove it from the '''“Work with Sales Order – Header View”''' screen
 #Continue until  all old future orders are cancelled

@@ Line 25: / Line 25: @@
 ==Hotline Incident==
-*Your Hotline should include the name of the person you spoke to
+*Your '''Hotline''' should include the name of the person you spoke to
-*Use ORDER for the Problem code and ORCANC for the Resolution code
+*Use '''ORDER''' for the Problem code and '''ORCANC''' for the Resolution code
 [[File:fo7.png|500px]]

@@ Line 18: / Line 18: @@
 ==Opening Individual Sales Orders==
-*If an item line is status 60 the item has already been invoiced.
+*If an item line is status '''60''' the item has already been invoiced.
-*If the item is status 30 is means that it is on the picking guns.
+*If the item is status '''30''' is means that it is on the picking guns.
-*If the status is 45 it means the product is picked but not invoiced and can not be cancelled but if the item line is at 20 we can cancel
+*If the status is '''45''' it means the product is picked but not invoiced and can not be cancelled but if the item line is at 20 we can cancel
 [[File:fo6.png|500px]]

@@ Line 11: / Line 11: @@
 ==Looking up the Sales Order==
 #This screen will show you the history of sales for this specific item number for this specific store.
-#If there is a dollar amount showing under “Value CAD” that order could still be open all other orders are filled.
+#If there is a dollar amount showing under '''“Value CAD”''' that order could still be open all other orders are filled.
-#Type WF is Web Future Order and FO is a manual Future Order.
+#Type ''''WF'''' is Web Future Order and ''''FO'''' is a manual Future Order.
-#You have to check by opening the orders to see if the line has been closed or not.  You open the order by double clicking on the order
+#You have to check by opening the orders to see if the line has been closed or not.  You open the order by '''double clicking''' on the order
 [[File:fo5.png|500px]]

@@ Line 31: / Line 31: @@
 ==How to Find Old Future Orders==
-#Goto 'Work With Sales Orders – Header View' screen
+#Goto ''''Work With Sales Orders – Header View' screen'''
-#Enter the date from 3 months ago and press 'enter'. This will bring up all the outstanding orders for this specific date.
+#Enter the '''date''' from 3 months ago and press ''''enter''''. This will bring up all the outstanding orders for this specific date.
-#Highlight any orders (one at a time) that have the Order Type of FO (Future Order) or WF (Web Future)
+#Highlight '''any orders''' (one at a time) that have the Order Type of '''FO''' (Future Order) or '''WF''' (Web Future)
-#Once highlighted click on 'Lines' and this will open the order.
+#Once highlighted, click on ''''Lines'''' and this will open the order.
 #Click on ''''Shift Info'''' or press ''''F1'''' so you can see what the item is.