The Assign Orders module is an optional feature in SupplyPro.
From the Assign Orders page you can perform the following tasks:
Assign Orders
Remove assigned users from an order
NOTE: Orders are sorted by in ascending order by request date. Orders must be assigned to a user before they will appear on the To Do orders list.
Unless your company has specifically implemented it, you will not have access to the Assign Orders page or have the ability to assign individual users to an order beyond assigning an account to a user. Call your Hyphen Solutions, Ltd., Customer Care Representative or Account Manager for assistance with implementing this feature at your company.
To assign orders:
You can use the Search Criteria section to filter the information that appears on the Assign Orders page.
NOTE: A user must be assigned to an account before you can assign orders to the user.
Click the Account field and choose the appropriate builder account.
The number in parentheses after each account shows the number of unassigned orders for that account. Only active accounts appear in the drop-down list.
If needed, click the Subdivision field and choose the appropriate subdivision.
If you choose a specific account and subdivision from the Account and Subdivision lists, then you have the option to limit the list by Job Address.
If needed, click the Job Address list to view orders for a particular job.
If needed, click the Order Status field and choose the appropriate status from the list.
Verify that the Assign View field value is Unassigned.
The Assign View field default value is Unassigned. You can click this field and change the value to Assigned if you want to see a list of all Assigned orders.
Click the Run Report button.
A list of all unassigned orders appears based on the criteria you entered in steps 1-4. You can click any column heading on the page to sort the list by that heading.
From the Assign Users field, click the name of the user you want to assign. If you want to assign multiple users to an order, hold the CTRL key down while you click each user name.
Click the check box next to each order you want to assign to the selected users, and then click the Update Order Assignments button.
To view additional information on the order, click the order number link to access the Order Detail page.
To remove assigned users from an order:
When viewing assigned orders for a user, you will see the orders that are assigned to them and the orders that are not assigned to anyone.
Click the Account field and choose the appropriate builder account. You must choose an account.
Verify that the Assign View field value is Assigned.
From the Assign Users field, click the name of the user whose assigned orders you want to see.
Result: A list of all assigned orders appears based on the criteria you entered in steps 1-4. You can click any column heading on the page to sort the list by that heading.
Click the check box to remove the checkmark next to each order that you want removed from a user’s order assignment, then click the Update Order Assignments button.