Order Status Overhaul! The Order Status field has been around since the very beginning of PlantX. Over the years we've had numerous requests to make a variety of changes to field. Originally it was designed to help members fulfill an order step-by-step, but it became clear early on that a one-size-fits-all solution couldn't satisfy the diverse business practices. The role of the Order Status was reduced to simply tracking the last milestone in order fulfillment.
This PlantX release overhauls the Order Status completely!
Broken into separate flags With Order Status, you could only select one entry, the milestone where you left off. This new version breaks down the Status into separate Flags, one for each unique status. You can now flag the Order as Acknowledged, Confirmed, etc., as separate check boxes. This means that you no longer need to assume just because an order is shipped or invoiced that it was also confirmed. You control and record each step and when each flag is toggled it is recorded in the audits. This means you have record of when an order was flagged as acknowledged and when it was confirmed, etc.
Shipped, Partial Shipped and Invoiced are replaced with percentages You no longer need to set the order status to indicate Shipped, Partial Shipped or Invoiced. When you post a load shipped, or invoice a load, it is automatically tracked on the Order as a percentage (based on quantity). We've also added an Allocation Percentage field so you can see how much of the Order has been allocated. These fields will help you track the fulfillment progress and eliminate the extra step of changing the order status.
NOTE: If you've created a custom Orders Window table view, you should add the new Order Flags, Allocated %, Shipped % and Invoiced % columns. If you need help with this, don't hesitate to call for support.
But wait, there's more...more Order Flags Besides converting the Acknowledged, Confirmed, Accepted, and Received status to Order Flags, we added two extras that you can make your own. These are changed through the menu option Action > Maintain > Member Settings > Order Tab. As a bonus, you can rename any of the existing flags; so if you don't use Accepted or Received you can simply rename them to anything you like. We don't recommend that you change the Acknowledged or Confirmed flags since they are part of your order history, but you are free to use them any way you like.
Improved Order batch change The Order Window had several separate buttons that allowed you to change settings on one or more Orders. This release combines those buttons into a single Batch Change feature. We've added a few more fields that can be batch changed, including each new Order Flag. Just highlight a number of orders and select the Batch Change button. Select which settings you would like to change on the left, set the setting on the right and press OK.
A new option to control "Disclosed" allocations Previously, when you set the Order Status to confirmed or higher (e.g. shipped), your customers were allowed to see the amount of inventory allocated to their order when browsing the website. Because we no longer use the Order Status, we made this a separate control on the Order Window > Info Tab. When you place a check in the "Disclose Allocations" box it allows the customer to see their allocated quantities. This way you can control when you disclose their allocated amounts, perhaps after confirmations have been sent. This is a perfect use for Batch Change.
Enhanced order selection With each order status recorded as a separate Order Flag, along with the allocated, shipped and invoiced percentages, you have much greater control over selecting the orders you need to work on! Each flag and each percentage field can be selected, narrowing the list quickly.
Here are some example selections. If you are looking for...
* ...orders that have been confirmed, click on the "Confirmed: Yes" box.
* ...orders that haven't been confirmed, click on the "Confirmed: No" box.
* ...orders that need to be shipped, click on "Shipped: No and Partial"
* ...shipped orders that haven't been invoiced, select "Shipped: Yes" and "Invoiced: No and Partial"
The combinations are endless, making it possible for you to pinpoint the orders you need. You no longer need to select the "All Active" option to locate your order since PlantX assumes this by default (without hidden orders).
Create/Update Invoice feature has changed. We've greatly reduced the number of steps it takes to create and update invoices from an order. We've also started a toolbar across the top of the Order Window with a Create/Update Invoice button. Together, these features will reduce the number of steps necessary to create an invoice to one or two clicks.
If it is the first time an invoice is created for an order, PlantX will prompt you with whether you plan to invoice the order as a whole, or as individual loads. Based on your choice, PlantX will create the appropriate invoice type.
If an the invoice needs to be updated, selecting the Create/Update Invoice button will now automatically detect and update the respective invoice. No longer does it prompt for you to choose an invoice!
If there's a single invoice for the whole order, a single button press updates and displays the invoice.
If you are invoicing individual loads, PlantX will prompt for which load should be updated. If there is currently only one load on the order, it will simply create or update the one and only load.
Should you change your mind and wish to invoice by load rather than the whole order, or visa versa, you must delete any existing invoices and then select the Create/Update Invoice button. PlantX will start over and prompt with how you wish to invoice the order.
Truck Window Update You no longer have to assign stop numbers when building a truck. The stop list now supports drag-n-drop! Just click, drag and drop the stops into the route order. Also, should you need to move a load to another stop, simply drag the load to the other stop. If you need a load picked or dropped at another address entirely, double-click the load and set either the pick or drop address and a new stop will automatically be created.