Order Management

Order Detail Users

The Users tab of the Order Detail page supports the ability to assign individual orders to specific users, rather than automatically assigning orders to the users linked to the builder account. Unless your company has elected to implement the Assign Orders module, you will not see this tab on your Order Detail page. From this tab you can perform the following functions:

The Assign Orders module is an optional feature in SupplyPro. 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. Phone your Hyphen Solutions, Ltd. Customer Care Representative or Account Manager for assistance with implementing this feature at your company.

This page displays the following standard order information:

Account Name -- Builder account name appears centered at the top of the page.
Order Type -- either Purchase Order, Work Order, or Memo.
Builder's Order Number -- represents the order number generated and assigned by the builder
Supplier's Order Number -- represents your invoice number or order number
Order Status -- displays the current supplier order status: Accepted, Canceled, Complete, Declined, Pending Approval, Received, Rescheduled
Builder Status -- usually represents the order status as updated by the builder superintendent using Build Pro. Valid builder statuses include: Complete, all items received, and Incomplete, where the quantity received by the builder is less than the quantity shipped by the supplier. Other builder statuses include: blank, no response from the builder, and non-responsive, assigned manually by the supplier.

To assign users:

Under the Available Users column, click the check box next to each user you want to assign to this order.
Click the Add Selected Users button.

To remove assigned users:

Under the Assigned Users column, click the check box next to each user you want to remove from being assigned to this order.
Click the Remove Selected Users button.

To use this page:

To display a printable version of the order, including information from all Order Detail tabs, click View Printable.
Click the job link to access the Job Summary page.
To view the current Job Schedule with up-to-date schedule dates, click View Schedule.
Select any of the links at the bottom of the page to view orders by status:

Click View Received Orders to view all orders submitted to your company from BuildPro.
Click View Rescheduled Orders to view all orders rescheduled by the builder.
Click View To Do Orders to view all accepted orders pending shipment.
Click View Complete Orders to view all completely shipped orders.
Click View Alert Orders to view all orders with alerts.

For details on accepting, declining, shipping/completing and updating orders, see the topic entitled Managing Orders.