Customer Portal - Pending Orders
The Pending Orders Info Module is designed to help users efficiently manage and track pending sales orders. By providing detailed information on items, order statuses, and shipment schedules, this module enables users to stay on top of their sales operations, ensuring that all pending orders are handled promptly and effectively.
Pending Orders Info Module Fields
Item Number
This field displays the unique identifier of the item.
Description
This field displays the description of the item.
Unit Price
This field displays the unit price of the item.
Customer PO
This field displays the Purchase Order (PO) number provided by the customer that corresponds to the sales order.
Order Number
This field displays the unique identification number assigned to the sales order.
Order Date
This field shows the date on which the order was placed.
Ship Date
The field shows the date on which the order is scheduled to be shipped.
Qty Ordered
This field displays the total quantity of the item that was ordered on the sales order.
Qty Shipped
This field shows the quantity of the item that has already been shipped to the customer.
Qty Remaining To Ship
This field shows the units of the items that are yet to be shipped.
Ship Status
This field displays the status of the sales order.
Qty Allocated
This field displays the quantity of the item that has been allocated for the order, indicating that it is reserved in inventory for fulfillment.
Incoming Delivery
This field gives you an indication of any incoming shipments or deliveries of the item that are requested on a purchase order. Click on the "Search" icon to view the incoming delivery details. In the "Incoming PO Deliveries" screen, you will find the following details: - Item Number - Item Qty - UOM - Expected Delivery Date
Pending Order Info Search Fields
Order Number: This field allows you to search the pending order by order number.
Customer PO: This field allows you to search using the purchase order number number provided by the customer that corresponds to the sales order.
Item#/Desc: This field allows you to search using the item number or item description.
Header Level Icons
Left and Right Arrows: These errors help to navigate the records. Click on these to scroll through all the columns and access the data easily.
Refresh: This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.
Save: Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.
Columns: All the columns available for the module are listed under this icon. You can use this option to hide or add the columns and tailor the module view as per your requirements.
Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.
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