Order Detail Viewer

(Customer Order Management and Advanced Special Order users only)

The Order Detail Viewer is a very flexible and powerful viewer which provides line-item detail for open POS Documents. It offers a variety of lookup methods, including SKU, customer, from/to dates, transaction type, and status. Below are a few examples of the flexibility of these lookup methods:

• View all occurrences of a particular SKU across all transactions, or perhaps only occurrences on a particular type of transaction, such as orders.

• View all items on order for a particular customer/job, or you can narrow it down to only items on special orders.  

• View all items that have a particular status, such as all items that have a status of "Shipped," "Received by P.O.," "Transferred In," "Transferred Out," etc.

Using the Order Detail Viewer

1. Display the Order Detail Viewer if it is not already displayed.

   To display the Order Detail Viewer from Order Entry/POS:

   • click Menu (or press the dash [-] on the keypad),and select 5-View Documents. From the All Types Viewer, click Menu (or press dash [-]), and select A-Order Detail.

   or

   • click Menu, and select View Documents. Use the grid features to display the document you want to view, highlight it and press F6-Display. When the Open Document Detail window displays, click Order Detail.

   You can also access the Order Detail Viewer from the Buyer's List's GoTo menu.

2. Depending on what you want to view, fill in as many or as few of the fields above the grid as desired. The more fields you fill in, the more you narrow your search. For example, if you fill in only the SKU field, your search will yield all transactions containing that SKU. However, if you fill in both the SKU field and the Customer field, your search will yield only the specified customer's transactions containing the specified SKU.

Most of the fields above the grid are self-explanatory. For more information about the Status or Transactions field, click one of the following:

StatusWhen you use the Status field to narrow your search, you can select all or any of the statuses in any combination. If you select "Current Committed" or "Future Committed," you'll be prompted for a cutoff date. "Current Committed" shows all items that have a delivery date before the cutoff date. "Future Committed" shows all items that have a delivery date on or after the cutoff date.   

TransactionsWhen you use the Transactions field to narrow your search, you can select all or any of the transaction types in any combination.

3. Click Refresh to display the transactions that fit your search criteria.