Accessing / Viewing Your Open Orders From the Point Of Sale

Managing Point-of-Sale Open Orders

 In addition to the weekly open order report, there are now custom viewers set up in Point of Sale for you to easily view - and access - your open sales transactions. Phase one of the set-up includes the establishment of viewers for all salesmen. Phase two will be for countermen (and ladies).

Accessing the Open Order Viewer

1) From Point of Sale:

• Hit F11 to access the Header Screen
• Hit F8 to open the Orders field
• Hit F9 to open the Orders Viewer

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2) From the Orders Viewer Window:

• Click File (Or Alt+F)
• Select Load View (Or Type L)
  
  

3) From "Open View" Pop-Up Window:

• Select Your Orders from the list (Note: Inside staff grouped by store / Salesmen at bottom)
• Click [Open] or Hit Enter
• If there are more than 200 open orders in the system, Hit Enter @ the Continue? Warning

 

Information on Your Open Order Viewer

Once your list of open orders appear, you will notice same information that appears on the aforementioned weekly reports is displayed in the viewer. The on screen enhancements include:

1. ALL orders regardless of store number, with non-base stores highlighted in yellow
2. ALL orders tied to your name, regardless of the clerk who created / last accessed the order
   
   
   
   

   To See the Detail Lines on a Specific Order

   Click the line the order is on and a new open document pop up viewer displays all line items / material on the order...

How Often Should You Access the Viewer?

As opposed to the weekly report, you will likely start using the view every time you need to find an open order tied to your name as it's easier to track down a ticket without having to remember a customer name or specific item contained on it. Regardless of how often you open your viewer, you should make all out effort to check your orders at least once a week, as tickets will often go out without being invoiced by the dispatcher.