Use Manage Orders to find existing orders, review their details and perform common order-management actions from one screen.

From here you can search for orders, create picks and consignments, change order statuses, create returns and download order information.

Before you start

Make sure:

  • The order you want to manage has already been created in Warehouse.
  • You have access to the required depot and contract.
  • You have permission to perform any actions you need, such as changing an order status or creating a return.


1. Open Manage Orders

Go to Orders → Manage Orders.

The Manage Orders screen displays orders held in Warehouse and provides tools for searching, filtering and managing them.

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2. Find an order

Use the search filters at the top of the screen to find the orders you need.

Available filters include information such as:

  • Order Type
  • Contract
  • Status
  • Carrier

Additional filters are available if you need to narrow the results further.

Once you have entered the required criteria, select Perform Search.

Note: The filters you select determine which orders are displayed. If an order cannot be found, clear some of the filters and search again.

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3. Use the search tools

The search area includes several tools for managing your results.

Tool
Description
Perform Search
Finds orders that match the search criteria you have entered.
Clear Criteria
Removes the selected search filters so you can start a new search.
Hide Search
Hides the search filters to give you more space to view the order results.
Download
Downloads the order information in a supported file format such as CSV, XML, Excel or PDF.

The toolbar at the top of the screen can also be used to change the selected depot, refresh the order list, open the search filters and access available reports.

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4. Manage an order

Right-click the order you want to manage.

A menu will appear containing the actions available for that order.

The available options include:

Action
What it does
View Details
Opens the selected order so you can review its information, including customer details and stock lines.
Create Pick
Creates a pick for the order so it can move into the picking process.
Create Consignment
Creates a shipping consignment for the selected order.
Change Status
Changes the current status of the order.
Create Return
Starts the returns process for the selected order.
Report and Print
Opens the reporting and printing options available for the selected order.
Tip: Right-clicking an order is the quickest way to access most order-management actions without leaving the Manage Orders screen.

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5. View an order's details

To review an order without making a change:

  1. Find the required order.
  2. Right-click the order.
  3. Select View Details.

The order details screen can be used to review information associated with the order before deciding whether further action is required.

Note: The actions available from the right-click menu may depend on the current order status and your Warehouse permissions.

6. Download order information

Order information can be downloaded from Manage Orders when you need to review or work with the data outside Warehouse.

Select Download and choose the required file format.

Available formats include:

  • CSV
  • XML
  • Excel
  • PDF

What happens next?

What happens next depends on the action you perform.

For example:

  • A created pick can continue through the picking and packing process.
  • A created consignment can continue through shipping and dispatch.
  • A return can continue through the returns process.
  • A status change will update the current state of the order.
Next step:
Continue to the guide that matches the action you want to complete, such as Pick and pack an order, View consignments and tracking or Create and manage returns.