Weekly Order Edit

The Weekly Order Edit option in the Orders menu is a useful tool to be able to view and edit customer orders using a weekly view instead of the day by day view in the Order Details screen.

Using Weekly Order Edit Updating Customer Orders Top

Using the Weekly Orders Screen

In the the Weekly Order Edit screen, you can easily navigate between customers and weeks.

• Select Weekly Order Edit from the Orders menu
• Enter your search criteria:
  • Customer:
    
    • Search: Select a customer from the drop-down list
      • In the customer drop-down search field, type a customer code or partial customer name to filter the list
      • When a customer is selected, the week's order for that customer are displayed automatically
    • Previous Customer and Next Customer: Use these buttons to navigate through your customers
    • Note: Inactive customers can be hidden from the list by ticking the Hide inactive customers when creating new order, new receipt option in the General Settings section of General Settings
  • Week Starting:
    • Working Date: Enter a date to choose the week you want to view orders for
      • The date defaults to your Working Date
      • If you choose a date in the middle of the week, EasyVend will display from the beginning of that particular week
    • Previous Week and Next Week: Use these buttons to navigate between weeks
      
      
• The orders for each day of the week for the select customer and week are displayed
  • Click on the name of a day to open the My Orders screen in a new browser tab, showing the order(s) list for that day and the current customer
• Save Changes: If you make changes to orders, click this button to save the changes
  • If a Default Purchase Order Reference has been saved in the customer's Standard Order tab, new orders created via the Weekly Order Edit screen will use this default as the Customer PO

Updating Customer Orders using the Weekly Order Edit screen

• Select Weekly Order Edit from the Orders menu
• Select the customer and date to display the orders for the week you wish to update
• Use the keyboard arrow keys or <Enter> to navigate between the fields
• Type in new quantities as required
  
  • For order days that have a status of "Delivered", "Docket Printed" or "Invoiced":
    • The ability to edit is disabled
    • The existing order is never updated
    • New products can, however, be added; a new order for the day will be created for products added
• To add a new product:
  
  • Go to the blank line at the bottom of the orders list
  • Select the new product
    • In the description column, click in the column or press <Space> to type in a partial product code or partial product name to quickly filter the list
      • In General Settings, the General Settings tab allows you to specify whether the you want to search by the EasyVend (Vendor) Product Code or by the Supplier Product Code
  • Enter the quantity for the day(s) you wish to update
  • When a new product is added:
    • If the day you enter a quantity for is already "Delivered", "Docket Printed" or "Invoiced":
      • A new order will be created when you save
      • The existing order will NOT be updated
    • Extra products that have been added by you can be deleted by clicking the x on the right
• If a product is left with no quantities upon saving, the product will be removed
• Click Save Changes to apply your changes
  • If a Default Purchase Order Reference has been saved in the customer's Standard Order tab, new orders created via the Weekly Order Edit screen will use this default as the Customer PO