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Order and Transfer Order Information

The Order Schedule Details shows the Order information and Transfer Order Information of the particular order selected from schedule list.

Order Information

  1. Click on Order details icon to check Order details and comments

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    Figure: 1.0 Order Details button


    Order Details is displayed

    Order details.png

    Figure: 1.1 Order Information

Order Information Table

Order Information field

Description

General

Order #

Order number of an selected order which is ready to prep, ship, return or receive.

Description

Description of an Order for which event it is ordered

Status

It shows the status of an order like Reserved, Returned, Shipped

Event

Event name

Start

Start date of an order for event

End

End date of an ordered event

Salesperson

It shows who is the salesperson related to the order

Project Manager

The Project Manager related to the Event/Order.

Labor Planner

The Labor Planner for the Event/Order

Company

Name

Company name of the Order.

Address

Address of company to which order to be shipped

Address 2

Alternate address of the order to be delivered

Additional Information

Ship Via

Shipping media through Customer, FedEX etc

Terms

Terms and Conditions applied for shipping an Item

PO

It shows Purchase Order number of an Order if any.

Transfer Order Information

You can view the Transfer Order information from the schedule details list.

  1. Click on 'Order Details' button when you have a Transfer Order Prep/Ship tasks.

    Transfer Order details is displayed

    Transfer order info.png

    Figure: 1.2 Order Details

Transfer Order Information Table

Transfer Order Fields

Description

General

Order#

Order Id of Transfer Order

Status

Status of an Order such as Shipped, Partially shipped, Reserved

Description

Description of the Transfer Order/Event details

From Site

Order Transferring from site

To Site

Order to be Transferred to Site

Return Order ID

Transferred order return ID

Shipping Information

Shipping PO

Shipping Purchase Order Id

Transit Mode

Mode of Order to be shipped

Tracking No

Tracking Id of the From and To transfer order

Ship To

Shipping Site of an order

Shipping Address

Shipping address of an Order

Dates

Prep Date

Date of an Order Prepped

Ship Date

Date of an Order Shipped

Receive Date

Date of an Order Received from returning site

Return Date

Date of an Order returned to original site

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