View notes on an order
You can create notes to attach to resource orders in any section by viewing (
) the order. The notes can be viewed from the Resource Orders page or within the section pages.
To add a note
Additional notes can be added to existing notes in either the Resource Orders page or within a category page. New notes for any order can only be created by first viewing the order.
- Click
. The Notes page appears.
- Enter information in the Notes field.
- Click Add. A dated note entry appears.
- Add another note or click Close.
To view a note
You can view notes for any order in any section. If existing notes are available for an order, click
to view them. You can also add additional notes to any order except denied orders.
- Click
. The Notes page appears. Existing notes are listed by date.
- Click Close when finished.
View an unsent order
In the Unsent section, find an order of interest, and then click
to view the order.
Edit a submitted order
For an existing, submitted order, you can approve it, deny it, add items to it, or return it to the originating school.
Locate the order of interest in the Submitted section, and then click
. The Submitted Order page appears. See Manage Submitted Resource Orders.
As a warehouse order fulfillment administrator, you receive alerts when submitted orders are ready to process.
To view an alert for a submitted order that can be processed:
- Click
. The Processing Needed page appears.
- Click View next to the Resource Orders to process: # line.
View or delete a denied order
In the Denied section, click
to view the order; click
to remove it.
IMPORTANT Destiny does not issue a warning before removing a denied order.
Manage an approved order
For approved orders in the On Order section, you can:
- Create and view/print a pick list for an order
- View the order to cancel it or initiate a shipment
Create and view or print a pick list
- Find the order of interest in the On Order section, and then click
.
The Report Manager page shows a list of jobs, including pick lists.
- Find the Order Pick List (identified by date/time), and then click View. A PDF of the pick list appears.
- Save or print the PDF.
View an approved order
Find the order of interest in the On Order section, and then click
. The On Order page appears. See Manage an Existing Order.
Manage a backorder
- To view an order with available backordered items, find the order of interest in the Backordered section, and then click
. The Order Details page appears. See Manage Order Details.
- To view an order awaiting backordered items, find the order of interest in the Backordered section, and then click
. The Order Details page appears. See Manage Order Details.
As a warehouse order fulfillment administrator, you receive alerts (
) when backordered items become available to fill an order.
To view an alert for a backordered item that can be processed:
- Click
. The Processing Needed page appears.
- Click View next to the Resource Backorders to process: # line. The Resource Orders page appears.
Manage an order shipment
Find the order of interest in the Shipped section, and then click
. The View Shipments page appears. See View Shipments.