Customer Orders

Purpose

The main purpose of this module is to enable the user to manage the orders for the items in the warehouse, placed by the customers from the sales portal. Users will be able to view the status of the orders and also will be able to re-assign the warehouse for the stock outbound.

Navigation Path

Path: Stocks > Orders > Customer Orders

Listing Screen

View a list of all the requests that are previously requested by the customers from the sales portal. Users will be able to reassign the warehouse for the stock outbound and will be able to view the status of the order. Users will be able to search the orders using the filter option this is provided on the list. Users can view the listing in three ways; users will have the option to change the view by clicking on the “Change View” Button.

Table View

List View

Grid View

• By clicking on the “Status Log” button in the grid view listing, the admin will be able to view the status of the order as shown below. In the below example, the warehouse is assigned for the stock outbound for the order. For example, if the truck is assigned for the customer order, the path will be highlighted to the truck assigned.

Assign Warehouse

• The user can assign a warehouse to pick stock for orders with a pending status by clicking the “Assign Warehouse” button for the specific order. Upon clicking, the following pop-up will be displayed.

1. Item Owner: Represents the company name that owns the requested item.
2. Warehouse (Required): Select the warehouse for picking the item for delivery. The list of warehouses available under the item owner will be listed in the dropdown.
3. Remarks: Add remarks for the order, if any.

Re-assign Warehouse

• Users will be able to re-assign the warehouse for picking the stock for the orders, on clicking the re-assign warehouse button a pop-up for the assigned warehouse will be displayed. Their user will be able to change the warehouse for picking the stock.

View Customer order summary

• By clicking on the request code in the listing (or) by clicking the Summary button in Grid view, the user will be able to view the summary of the customer order, as shown below

• On clicking the notes tab, the user will be able to view and add notes to the customer order. On clicking the activities button, the user will be able to view the activities of the order.