Overview
The Standing Order Summary screen displays a snapshot of the SO's generated. But there are also several options you can perform from this screen such as Lock a Standing Order to prevent changes, Create Manually Prebooks from Standing Orders and even Create a Standing Order.| Excerpt | ||
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In this article, you will learn about the Standing Order Summary screen secondary actions and customization.
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Standing Order Summary Filters
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Table of Contents
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Search Filters
The system will display by default the next screen when you go to the SO Summary. Click on Search.
Once you click on Search the system will display all the available filters for searching for the desired SO.
Custom Columns
Columns displayed in the Standing Order Summary can be hidden/shown by clicking on the gear icon.
Know Which Prebooks
Are Associated with a Standing Order
info: Standing Orders for Future Sales customer do not have this option available since those orders do not generate prebooks.
InstructionsThe system allows users to quickly identify which Prebooks have been generated from a given Standing Order.
To do this,
go to the Actions column and click on View Prebooks.
Once you click on View Prebooks, the system will take you to Prebooks Summary where you will see the Prebooks generated by the Standing Order chosen and will automatically open the detail of the first SO generated according to the filters.
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Standing Orders for the Future Sales customers do not have this option available since those orders do not generate prebooks. |
Generate SO Reports and Export Details
You can export the SO's information to Excel, send by email a custom report and access to BI dashboards.
To export SO reports, do the following instructions:
Go to Prebooks & SO's
and select Standing Order Summary.
Click on the Actions gray button
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Select the report you want from the list.
SO Actions
Provided that a Standing Order has not been canceled yet, there are several actions you can perform by clicking on the drop-down menu in the Actions column. You can also see the Standing Order details clicking on
the magnifying glass icon.
When the Standing Order
is Locked, you can perform the next actions:
Email
Print
Create Holiday Order
Unlock
If the Standing Order is unlocked, will be able to perform the next actions:
Edit
Delete
Email
Print
Create Holiday Order
Cancel
Edit Vendors and Costs
Lock
View Prebooks
Standing Order Change Notifications
When you perform some actions in a Standing Order (Delete, Cancel or Edit Vendors and Costs), you might inform your vendors. The system allows you to notify them by email.
How to set it up?
1) Go to Setup>>Vendors
2)To enable email notifications, do the following instructions:
Go to Setup and select Vendors.
Go to the Actions column for a given vendor and click on Edit.
Click on the Contacts tab
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Enter the information of the contact to be notified
Check the box E-mail POs, and click on Save to finish.
After setting up, the next step is to activate this option for your company or location.
Enabling this option means that the system will notify the vendor
whenever a line
is added, edited or deleted in an existing PO (provided that it has a vendor assigned),
as well as when the truck days or the vendor are modified.
However, before emailing the vendor, the system will ask for
confirmation, which you can
skip
if desired. This notification includes
products with breakdown information.
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To forward the email sent to vendors to |
additional recipients and provide a contact email for any vendor inquiries, access the Setup menu, click on Settings, and select Standing Order Settings. From there, you can enter the desired email address in the SO Changes Notifications field to receive notifications regarding any changes, and in the Reply Notifications To field to receive replies to any vendor questions. |
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