There are two main places in the Back Office where you can find and review your customers' Special Orders, Layaways, Workshop Jobs and Quotes.
Customer Orders: This is a summary of your customer’s orders showing customer detail, order type, due dates etc.
Customer Order Lines: This is a line by line list of all items currently on order / reserved for your customers.
Both of these pages are located under the Customers Orders heading in the Back Office main menu.
Customer Orders
Double-click on an order on this page to see the individual item lines that make up an order.
You can filter this page by Due Date, or you can choose to only see orders that are open, or only orders that closed (or All Orders at once).
If you can't see these filters, click on the three horizontal lines just below the search bar.
You can add other columns to this grid, or removing existing ones, using the Manage View button in the top right:
Available columns:
- Order Number
- Order Reference
- Customer
- Postcode
- Country
- Account Number
- Store
- Type
- Order Status
- Due Date
- Date Created
- Deposit
- Total
- Closed?
You can recall the order in POS using the blue button in the Order Number column.
The Actions button contains lots of options such as viewing the receipts, changing the Order Status, contacting the customer and more:
For Closed Orders, you can also view Tracking Details (if available) by clicking the Actions button:
Click on View Tracking Details and this will display the information where available:
If there is no tracking information, the pop-up will tell you this:
Customer Order Lines
You can add other columns to this grid, or removing existing ones, using the Manage View button in the top right:
Available Columns:
- Account Number
- All Suppliers
- Brand
- Category
- Country
- Customer
- Date Created
- Department
- Description
- Due Date
- Free Stock (Global)
- Free Stock (Store)
- Item Lookup Code
- Item Type
- Last Received Date
- On Hand Stock (Store)
- Order Closed?
- Order Line Status
- Order Number
- Order Reference
- Order Status
- Postcode
- Price
- Primary Supplier
- Qty Collected
- Qty on Customer Orders (Global)
- Qty on Customer Orders (Store)
- Qty on Purchase Orders (Store)
- Qty Ordered
- Season
- Soonest PO # (Store)
- Soonest PO Date (Store)
- Status
- Store
- Type
The Free Stock (Store) column has some helpful colour coding so you can see at a glance which orders can be fulfilled, and which are waiting on stock to arrive:
Red = Negative stock amount and not enough stock to fulfil on placed Purchase Orders;
Yellow = Negative stock but there is enough stock due on existing placed Purchase Orders;
Green = Enough Stock currently available to fulfil item.
You can give each order line a status to help you to manage and organise your order lines, according to your preferred business practices.
You can create these statuses using the Order Line Statuses page in the Back Office.
As with the Customer Orders page, you can recall the order in POS using the blue button in the Order Number column.
The Actions button contains lots of options such as changing the due date, changing the Order Line Status, contacting the customer and more:
