Creating a New Order
To create a new order, go to Reports in the top navigation bar, and select the report from which you would like to create an order proposal. When a report has been chosen, a window with a list of the products in that report opens. The products that are to be in the order proposal are selected by clicking on the check mark to the left of the Item No. Once the items are checked, the order proposal is created by clicking on the shopping cart icon to the right of the screen.
Once the shopping cart is pressed, the user will get a notification in the lower-right hand side of the screen stating, “Order Creation Started [Report Name]” The order proposal can be viewed by accessing Orders in the top navigation bar and then View Orders.
If the order list is long it is possible to filter the list. This can be done by writing in the filter window at the top of the order list. Sorting orders can take place by clicking on the column headers. Columns can be resized and reordered by dragging. Further sorting of the orders can take place by dragging and dropping a header column to the field above the list of orders, ‘Drag a column header here and drop it to group by that column’. Note: it is possible to sort by more than one header column at the same time.
Once the user has reviewed the order, it can be confirmed by checking the box to the left of the Id, clicking on the Confirm button on the right of the screen. It is also possible to Delete or Recalculate the checked orders. For more information about recalculating orders, see Recalculating Orders.
After doing this, a box will pop up to double check this action, by which the user will again click Confirm.
When order proposals have been confirmed they can be found under the top navigation bar under Confirmed. Orders are kept there until they are imported to the ERP system and get a new status in AGR: Transferred. By going into transferred order proposals, it is possible to review old proposals.
See flow chart under 7. Orders for more information.