The Orders tab is where you will find detailed information about all your orders.
The left side of navigation contains Orders, Order Lines, Order Items, Ship Detail and links to Customer documents.
This displays information at the order header level, order number, Receipt date, ship method, etc. It does not contain what part numbers are being shipped.
These are the open orders. Orders that have not shipped yet.
Filter data shown by Warehouse, Account, Received date, Channel, Destination and Order date.
Filter choices on the drop-down.
Filter choices on the drop-down
Warehouse – This is where the order is shipping from.
Account – This is the account the order is shipping from.
Received Date – This is the date we got the order.
Channel – This is how we got the order – EDI, Ecommerce, API, etc.
Destination – Choices are International or domestic.
This is the order date that is sent by the seller. Typically this is the date the order was placed on our seller's website, not when we received the order. This can be different than the order receipt date.
# - This is the list of orders in numerical order.
CHANNEL COLUMN – This shows what channel the order came from.
RECEIPT DATE – Shows the date and time we received the order into our system.
ORDER STAGE – Current stage of orders
10 – Order received – No action as taken place yet at this order level. Seller can only make changes at stage 10.
20 – Picklist printed. At this stage, the picklist for the order has been printed and the warehouse is working on this order.
40 – Order has been verified. At this stage, the distribution team has scanned each part into a box.
60 – Order has shipped through our system. Actual physical pick up can be later in the day.
SHIP TO – This is the ship-to address.
Carrier & Service – This is the Carrier that was used and the delivery service used.
PO# - This number comes from the customer in the PO field of the order information.
Ship Date – This will be blank since you are looking at Open orders.
Customer # - This comes from the customer in the order.
Channel – This is how we got the order. Ecommerce, API, EDI, etc.
Order status – This one of three stages – Normal, Rush or on Hold.
Customer Fields – These are optional fields that come from the customer order.
Freight account –Who pays the freight
Cons# - If billing Collect or Third Party the customer will be sending the freight account number to bill against. That number will appear here.
Order date – This date comes over in the customer order. Typically it is the date their customer created the order in our customer's system.
Ship to Company – Company where the order is shipping to.
Ship to Attention – Name of the person the order is shipping to.
Ship to address1 – First line of the ship-to address. This is the street address.
Ship to address2 – This usually the apartment or unit.
Ship to email – Email of the recipient. If DCL is sending the ship confirmation email then this field needs to be populated.
Days since shipment – This is at the end of the columns – this list the days that have passed since the order has shipped. Some customer uses this to determine warranty days. Whereby the warranty starts from the day we shipped the order. This is only after the order ship.
RS Tracking number. If an RS service is used, then the tracking number of the physical label that prints out on the line is displayed here. Once the order has shipped.
You may adjust your table view using the filter in the top right navigation. The default ones are Basic and All columns.
Click on the customize to show the customer how to customize their grid.
Describe how to customize and save the view under a unique name.
Use the same drop-down to show the customer how to export the data.
You can schedule a report from the same drop-down.
The box under some of the column headers can be used for filtering also. You can use “*” as a wild card.
“*xxx” will search for any that ends in XXX.
“*xxx*” will search for anything with XXX in the middle.
“xxx*” will search for anything that starts with XXX.
For example- If I wanted to find all orders that started with SO.
I will enter in SO*
Then hit enter:
All orders that begin with SO will show up.
NOTE: You can not create a scheduled report with the column header field filter.
You can also add personal filters by clicking the same filter in the top right header.
This section will show orders that are on hold. The columns, Filters, searches all work the same as open orders.
Back Orders – These are orders with a shortage and cannot ship. The columns, Filters, searches all work the same as open orders.
Pre Release – This is where address validation orders go. This is a value add that a customer can request. It might cost extra $ if a customer requests it. Contact your Sales executive if a customer wants it for price.
Pre-Release are stage 4 orders – if a customer requests Address validation, then all orders come into DCL as a stage 4.
Every 15 minutes the system will look at any orders at stage 4 not on hold and check the order address against a 3rd party Website.
If the order address is good the order will change to a stage 10
If the order is found not to have a valid address, then the order is put on hold. The order stays at a stage 4.
An email is sent to the AM to verify the address.
The customer can correct the address and then take the order off of hold and then the process will repeat at step b.
Shipped – These are orders that have shipped. The columns, Filters, searches all work the same as open orders.
Cancel – These are orders that have been canceled- The columns, Filters, searches all work the same as open orders.
All – This shows all orders - The columns, Filters, searches all work the same as open orders.