How To: Using the Detail Screen (02-08-05)

Overview

This selection describes how to use the Order Approval Details screen.

Step-by-Step

The Order Approval Details screen opens when you click in a column (other than ‘Order’) on the main screen.

Click image to enlarge.

Approval tab

1. Make any necessary changes to the fields on this screen and click the Update button to Save them.
Order
This is the number assigned to the order.
Status
This is the status of the order (0-Open, 1-Picking/Packing Sheets Printed, 2-Checked Out, etc.)
EcomOrd#

If you are using custom E-Commerce programming, this field is automatically populated by the system and cannot be changed.

If this order was added to Order Approval using the ‘Manually Add Order’ option, the system allows you to enter the E-Commerce Order Number.

P/O#

This is the ‘external’ order number (e.g. the order number generated from Amazon, Best Buy, your company website, etc.). If you are using custom E-Commerce programming, this field is automatically populated by the system.

Whether or not you are using custome E-Commerce, this field cannot be changed.

Fraud Score
This field is designed to hold the Fraud Score for this order. However, it can be used for other purposes if necessary.
Carrier

This field only appears if you are using Tyler’s custom programming that allows shipping by Carrier/Ship Method.

Select the Carrier (UPS, FedEx, USPS, etc.) for the order from the drop-down list.

ShipMethod

This field only appears if you are using Tyler’s custom programming that allows shipping by Carrier/Ship Method.

Select the Ship Method (Ground, Next Day Air, etc.) for the order from the drop-down list.

Order Date
This is the date that the order was created. You cannot modify this field.
Delivery Date
This is the current delivery date for the order. This field cannot be modified.
BT/ST
The Bill To/Ship To customer information appears in the middle of the screen. If the Bill To customer is different from the Ship To customer, the information for each appears on separate tabs.
Comments
You can enter up to ten lines of comments (50 characters each) for the order. These fields are free text and should be used for your company specific purposes. A few example comments include: ‘Contacted customer,’ ‘Verified address via USPS,’ ‘Payment Received’).
Reason Fields
To the right of the ‘Comments’ fields are the ‘Reason’ fields. You can have up to four reasons, each of which contains two unlabeled fields known as the Reason Title and the Approval Status. The number of reasons that you want to use is specified at the ‘Number of Approval Fields’ preference in Order Routing Preferences (02-08-90-02).
Reason 1 – Reason 4
Reason Title

This field is used to describe the criteria that must be met before the order is approved (e.g. Fraud, Address, PayPend, Stuffer, etc.). It can be up to ten characters long and is defined by your company.

If you are using custom E-Commerce programming, this field is automatically populated by the system (using your company defined titles).

If you are not using custom E-Commerce programming, you will need to manually enter the titles for each order.

Approval Status

This field is used to set the Order Approval Status of each reason. From the drop-down menu, you have three options:

Pending
Use this status when order review for this reason has not begun.

InProgress
Use this status when order review for this reason has begun, but has not been completed or approved.

Approved
Use this status when order review for this reason has been completed and approved.

Order Lines tab

This screen is used to view item quantites for a specific branch and/or all branches.

Click image to enlarge.

1. From the ‘Show Avail in’ drop-down list, select a branch. The quantity available for each item on the order will appear in the ‘Avail XXXX’ column. Select ‘None’ and the ‘Show Avail in’ column will not appear on the screen.

2. Check the ‘Show Avail in All Stores’ box to show the quantities available in all stores in the ‘Avail Company’ column. If this box is not checked, the ‘Avail Company’ column does not appear on the report.

3. Click Refresh and the item quantities appear.
• Whenever the criteria at the top of the screen is changed, you need to click the Refresh button to update the results.