Order Management

Order List - To Do Orders

The To Do Orders page shows dates and tasks for orders received from builders. Orders automatically sort in ascending order by request date. From the To Do Orders page, you can:

 

To view To Do Orders:

  1. In the Search Criteria section, click any of the fields shown and make the appropriate selection.

You can filter the orders you see on this page by Account, Subdivision, Job Address, Order Status, Order Type, Task Filter, Accepted Date Entering a date in the Accepted Date filter box will filter the list by order that were accepted by you on the date entered., and Crew Filter Users can choose a crew from the drop-down list and click the Search button to view all orders assigned to that crew. Users can also choose a crew from the 'Crew Filter’ drop-down list under the ‘Task/Task Filter’ column. This allows users to assign an order to a crew. Manage Crew Filters on the Company Profile page..

  1. Click the Search button. The To Do Order List opens. View information about the Order List columns.

The Downloaded Order icon next to the Order Status on some orders means that the order has been sent to the supplier's back-office accounting system.

  1. If the order is an EPO, (E) appears next to the Builder Order Number. If the order is an NTE EPO, (NTE) appears next to the Builder Order Number. (What is an NTE EPO?) A Not To Exceed (NTE) EPO is a purchase order where initially the order total is unknown, but the supplier has guaranteed the builder that the total will not exceed a specified amount.

  2. Identify late tasks on the Order List. On each late task, the task row is highlighted in pink and has (Late) in red text under the Order Status.

A late order is defined as an order where the requested end date from BuildPro is before today’s date. This applies to Received, To Do, or  Scheduled orders. Once an order is completed, marked Shipped, it will no longer appear as late. do not appear as late.

  1. Click any column heading on the page to sort the list by that heading.

  2. To view additional information on the order, click the order number link in the Builder order number column to access the Order Detail page.

The net order for each item is shown. To view the changes for an order, click the View Item Changes link. Orders with (E) next to the Builder Order Number are EPOs.

  1. Use the Supplier field for any supplier-related information, such as the invoice number.

  2. Use the Task Filter field to assign an order- or job-specific description, such as a particular pick-up location. Choose a crew from the Crew Filter Users can choose a crew from the drop-down list and click the Search button to view all orders assigned to that crew.
    Users can also choose a crew from the 'Crew Filter’ drop-down list under the ‘Task/Task Filter’ column. This allows users to assign an order to a crew. Manage Crew Filters on the Company Profile page.     drop-down list to assign a crew to the order.

  3. Click the Update Supplier Info for Selected Orders button to save your changes.

  4. Click the Print Selected Orders button to print complete, detailed purchase orders for the selected orders.

The printed version is broken down in sections, based on the tabs (Detail, Notes, History, Change Requests and Options).

  1. Click the Print Delivery Tickets for Selected Orders button if you need to print orders without any prices on them.

 

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