Creating a New Order

 

The Orders area is designed to show you the status of the orders you or the customer have entered with our system. You can also choose to create a new order for your customer here.

 

If you would like to begin a new order, simply enter the Requested Delivery Date.

 

Then click the Create New Order button.  

You can also use the calendar tool   to select the delivery date.

 

This is just one of several ways you can begin a new order.

 

Status of Existing Orders

 

The main purpose of the Orders area is to list all your customer’s recent and outstanding orders, so that you can check the status of each of them. There are nine columns in this area.  The following is an explanation of each:

 

▪Edit/View column

This column does not have a heading; it will show the Edit / View order icon.

 

If the order’s status is “Open,” you will be allowed to Edit the order because it has not been received into our system yet.

 

All other possible status settings will only allow you to View the order because the order has already been received into our system and is getting ready to be picked and delivered to the customer.

 

▪Status column

     The Status column will show you one of four possible status settings:

 

“Open”: The order has not yet been completed and transmitted to us. You can open and further edit orders with this status.

 

“Pending”: The order has been completed by you or the customer and is waiting to be picked up by us. An order number has been assigned to this order.

 

“Transmitted”: The order has sent to us, but it has not yet been confirmed.

 

“Received”: The order has been officially received into our computer system and we have been able to assign an invoice number to it.

 

▪Delivery Date column

This column will show the date you can expect the order to be delivered to your customer. The date shown here first will be your “Requested” delivery date.  However, once the order is in the “Received” status, you will see the actual date of delivery.  Note that factors such as the time we received the order, holidays, etc. can affect the actual delivery date.

 

▪Total column

This column will show you the total amount of the order.  Note that until the order has been officially “Received” by us, the total shown will only be estimated, designated with “(Est)” next to the amount.  

 

Once we have received it, our computer system will calculate the actual invoice total and show it in this column.  Many factors can affect the invoice total including catch weights, sale items expiring, inventory shortages on our side, item substitutions, fuel, and delivery surcharges, etc.

 

▪.NET Order # column

This column will show you the order number that the online system has assigned to this order.  This order number is used to track online orders only.  

 

The “invoice number,” which corresponds to the unique number on the invoice document you receive when we deliver your items, will get assigned after the order has been “Received” by us.

 

▪Invoice # column

This column will show the number assigned by our main computer system for this order.  It is the same number that will appear on the invoice document that you will receive when your items are delivered to you.

 

▪P.O. # column

If you assign a Purchase Order (P.O.) number to your orders, it will be displayed here.  This number you provide, to track your purchases.

 

▪Salesperson column

The salesperson column will show the name of the salesperson at our company who is assigned to your account and is responsible for this order being properly delivered to you.

 

▪Created column

This column will show the date and time you created this order.