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Commercial Online Ordering

Commercial Online Ordering. APAL User Manual. Table of Contents. Section Page Register Set-Up ……………………………….......... 3 Pop-Up Notifications ………………………………… 6 3) APAL Screens ………………………………………… 8 4) Processing Online Orders …………………………… 16 Primary Store…………………………………………… 18

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Commercial Online Ordering

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  1. Commercial Online Ordering APAL User Manual

  2. Table of Contents • SectionPage • Register Set-Up ……………………………….......... 3 • Pop-Up Notifications ………………………………… 6 3) APAL Screens ………………………………………… 8 4) Processing Online Orders …………………………… 16 • Primary Store…………………………………………… 18 • Secondary Store……………………………………….. 20 5) APAL Functions ……………………………………….. 23 • Filtering Orders…………………………………………. 24 • Sorting Orders…………………………………………... 25 • Canceling Orders……………………………………….. 26 • Modifying Orders………………………………………… 29 • Order History…………………………………………….. 30 2

  3. SECTION 1 1 Register Set-Up Contents How to set up a register 3

  4. Register Set-Up Screen To get to the ‘Register Set-Up Screen’, log-in, select ‘F2 Online Order’ and then ‘F7 Set-Up’ STEP 2 STEP 1

  5. Setting Up a Register Registers can be set-up to receive either Commercial Online Order pop-up notifications or Retail (B2C) notifications. Use the following procedure to set up a register to receive only Commercial Online Order pop-up notifications: • Select desired registers • Multiple registers can be set-up to receive notifications • Choose registers by clicking the white space next to desired registers in the “Mark” column • Registers will only pop-up on these registers until these times • Online Orders received after this time will pop-up on ALL registers • Select “OK” to finish • Note: • “Remind me later” is for retail (B2C) notifications only and does not require changes 5

  6. SECTION 2 2 Pop-Up Notifications Contents How to manage pop-up notifications 6

  7. Managing Pop-Up Notifications • Processing orders: To begin processing the order immediately, highlight desired order and press ‘Process Order’ button • Hiding pop-ups: To hide pop-up notification, press ‘Esc’ • After pressing ‘Esc’, the pop-up notification will automatically reappear once you complete your next transaction and return to the APAL home screen 7

  8. SECTION 3 3 APAL Screens Contents Accessing Commercial Online Orders ‘Online Order Screen’ ‘Detail Browse Screen’ 8

  9. Accessing Commercial Online Orders Commercial Online Orders can be accessed anytime by selecting ‘F2 Online Order’ in the bottom left of the screen. 9

  10. ‘Online Order Screen’ Primary Store The ‘Online Order Screen’ will appear anytime a pop-up notification is opened or the ‘F2 Online Order’ button is pressed. Statuses seen if you are a Primary Store 10

  11. ‘Online Order Screen’ Secondary Store The ‘Online Order Screen’ will appear anytime a pop-up notification is opened or the ‘F2 Online Order’ button is pressed. Status seen if you are a Secondary Store 11

  12. ‘Online Order Screen’ Column Headers The ‘Online Order Screen’ contains an overview of all Online Orders. 12

  13. ‘Detail Browse Screen’ Primary Store For the Primary Store, the ‘Detail Browse Screen’ will appear when a single order is selected from the ‘Online Order Screen’ 13

  14. ‘Detail Browse Screen’ Secondary Store For the Secondary Store, the ‘Detail Browse Screen’ will appear when a single ATI is selected from the ‘Online Order Screen’ 14

  15. ‘Detail Browse Screen’ Column Headers The ‘Detail Browse Screen’ contains the specifics of a single order. From this screen, the order can be finalized (invoiced or transferred). 15

  16. SECTION 4 4 Processing Online Orders • Contents • Accessing Online Orders • Processing Online Orders at the Primary Store • Fulfillment Location: Primary • Fulfillment Location: Secondary / Multiple • Processing online transfers at the Secondary Store 16

  17. Processing Online Orders Accessing Online Orders To access an order, use the pop-up notification or navigate to the 'Online Order Screen' using ‘F2 Online Order’. To begin processing, press the ‘Process Order’ button. If busy with another task/customer, the window can be closed using the ‘Esc’ key or The ‘Online Order Screen’ can be accessed at any time by pressing the ‘F2 Online Order’ button from the main screen 17

  18. Processing Online Orders - Primary Store Fulfillment Location: Primary Parts are required Primary Store only • Fulfillment Location listed will be ‘Primary’ in the ‘Online Order Screen' • Highlight the desired order, press ‘F8 Select’ • Review the ‘Detail Browse Screen’. The Primary Store # will be listed in the ‘Store Column’ for each part • Press the ‘F4 Deliver Order’ when ready to process • A pop-up will appear confirming you are ready to invoice the order. Select ‘F8 Yes’ to invoice the order.The invoice will automatically generate and print 18

  19. Processing Online Orders - Primary Store Fulfillment Location: Secondary Parts are required from the Secondary Store only • Fulfillment Location listed will be ‘Secondary’ in the 'Online Order Screen' • Highlight the desired order, press ‘F8 Select’ • A pop-up notification to call the Secondary Store will appear. Press ‘F8 OK’ to close the pop-up notification • Review the 'Detail Browse Screen' • Secondary Store # will be listed in front of each part in the ‘Store Column’ • Call the Secondary Store to confirm all parts are on hand • See “Fulfillment Location: Primary” Steps 4, & 5 19

  20. Processing Online Orders - Primary Store Fulfillment Location: Multiple Parts are required from the Primary and Secondary Store • Fulfillment Location listed will be ‘Multiple’ in the 'Online Order Screen' • Highlight the desired order, press ‘F8 Select’ • A pop-up notification to call the Secondary Store will appear. Press ‘F8 OK’ to close the pop-up notification • Review the 'Detail Browse Screen' • Primary or Secondary Store # will be listed in front of each part in the ‘Store Column’ • Call the Secondary Store to confirm all parts are on hand • See “Fulfillment Location: Primary” Steps 4 & 5 20

  21. Processing Online ATIs – Secondary Store Fulfillment Location: Secondary • Transfer orders will have a status of ‘Need to Transfer’ and fulfillment location of ‘Secondary’ in the 'Online Order Screen'. • Highlight the desired transfer (ATI), press ‘F8 Select’ • Review the ‘Detail Browse Screen’ and check on-hand inventory to ensure parts are in-stock • Generate the ATI by hitting ‘F4 Transfer Order’ • A pop-up will appear confirming you are ready to transfer the inventory. Select ‘F8 Yes’ to transfer the order. • Print two copies of the ATI (one copy for the Secondary, one for the Primary) 21 21

  22. SECTION 5 5 APAL Functions Contents Filter orders Sort orders Cancel an order Modify an order Look up order history 22

  23. Filtering Orders The list of orders in the ‘Online Order Screen’ can be filtered to view only certain types. • Open the ‘Online Order Screen’ • Press the ‘F9 Filter Button’ to bring up the list of filter options and press: • F2 to view only Open Orders • F3 to view only Cancelled orders • F4 to view only Delivered Orders • F5 to view only Transferred Orders • F6 to view All Orders • Esc to close Filter window 23

  24. Sorting Orders The list of orders in the ‘Online Order Screen’ can be sorted in several ways. • Open the ‘Online Order Screen’ • Press the ‘F10 Sort’ Order Button to bring up the list of sorting options and press: • F2 to sort by Order Status • F3 to sort by Order Number • F4 to sort by Customer • F5 to sort by Date of Order • F6 to sort by Day • Esc to Cancel sorting 24

  25. Canceling an Order Primary Store Orders can only be canceled before invoicing. After an order is invoiced it should be processed as a return. • Navigate to the 'Detail Browse Screen' for the desired order • Press ‘F6 Cancel Order’ • Press ‘ESC Exit’ to return to the ‘Online Order Screen’

  26. Canceling a Transfer (ATI) Secondary Store Transfers can only be canceled before generating. After a transfer is generated, the Primary Store should keep the inventory and follow current procedure or transfer the inventory back. • Navigate to the 'Detail Browse Screen' for the desired transfer • Press ‘F6 Cancel Order’ • Press ‘ESC Exit’ to return to the ‘Online Order Screen’

  27. Modifying an Order Primary Store Primary Stores can modify an order only by lowering the quantity – an increase will require a new transaction. • Navigate to the ‘Detail Browse Screen’ for the desired order • Press ‘F2 Change Quantity’ • The box in the ‘Pick Qty’ column will become editable • Type in the modified quantity for each part that needs to be changed (must be lower than Order Qty) • Press ‘F4 Deliver Order’ to complete processing

  28. Modifying a Transfer (ATI) Secondary Store Secondary Store must discuss with the Primary Store CPP before modifying an order transfer quantity. • Navigate to the ‘Detail Browse Screen’ for the desired transfer • Press ‘F2 Change Quantity’ • The box in the ‘Pick Qty’ column will become editable • Type in the modified quantity for each part that needs to be changed (must be lower than Order Qty) • Press ‘F4 Transfer Order’ to generate the ATI

  29. Order History The history of a specific order can be viewed using the ‘History Status’ button. • Select the desired order and open to the ‘Detail Browse Screen’ • Press ‘F5 History Status’ • The ‘History Status’ window will open and will include the date, time, current status, and name of the order 29

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