CollisionLinx Orders
CollisionLinx Orders allows the user
to generate orders at the shop and send them directly their distribu
tor.
Associated Permissions
ExtranetCus
tomer_OnHands_View - Allows the user
to see the on hands in the item grid
ExtranetCus
tomer_OnHands_View_Alternate_Location - Allows the user
to see other locations' on hands
ExtranetCus
tomer_OrderAddItem - Allows the user
to add items
to an order
ExtranetCus
tomer_OrderCancel - Allows the user
to cancel an order
ExtranetCus
tomer_OrderDeleteItem - Allows the user
to delete an item
ExtranetCus
tomer_OrderEdit - Allows a user
to edit an order
ExtranetCus
tomer_OrderLocationChange - Allows a user
to create an order for a different ship
to ExtranetCus
tomer_OrderPricing - Allows the user
to see the pricing on an order
ExtranetCus
tomer_OrderSubmit - Allows the user
to send the order
to the distribu
tor
ExtranetCus
tomer_OrderUsageHis
tory - Allows the user
to build the order from uasge or see the order's his
tory
ExtranetCus
tomer_OrderView - Allows the user
to see the order list screen
Opening CollisionLinx
1 Open an internet browser. IE is the supported browser.
2 Type collisionlinx.net in
to the
URL field.
3 Type the vendor code in
to the
Vendor field.
4 Type the login in
to the
Login field.
5 Type the password in
to the
Password field.
6 Select the
Login but
ton.
Navigating to the Orders Screen
Select the
Orders tab.
Order List Screen
Section Descriptions:
- Search Criteria - This section displays all of the search parameters that can be used to find orders.
- Order Grid - This section displays all of the orders that meet the criteria of the search results.
- Add Order - This section allows the user to create a new order.
Section 1 - Search Criteria
This section defaults
to the current bill
to/ ship
to, current month and all document statuses.
Section 2 - Order Grid
This section shows all of the orders that match the search criteria. The orders can be sorted by using clicking on the column header.
The
Edit link allows the user
to go
to the Order Edit screen.
Section 3 - Add New Order
This section allows the user
to create new orders. If the user is a bill
to user, they will be able
to see all ship
tos. If the user is a ship
to user, they can see all other ship
tos if they have the correct permission.
Create/Edit an Order
Order Edit Screen
The Order Edit screen allows the user
to alter an order. Below is a diagram of all the sections.
Section Descriptions:
- Order Number - Provides the user with the order number that you are editing.
- Ship To - Displays the company name and address the order is going to be shipped to.
- Order Information - Displays information about the order.
- Order Building and Tracking - These buttons allow the user to automatically build orders and track the progress of an order.
- Action Buttons - These buttons allow the processing of an order.
- Pending Item - Shows the user the item they are about to add to an order.
- Item Grid - Displays all of the items already on the order
- Order Details - displays important information about the order.
Section 1 - Order Number
This sections only purpose is
to display the order number.
Section 2 - Ship To
This section shows the ship
to information including the company name, address, phone number and fax number.
Section 3 - Order Information
This section displays some important information about the order.
Order Status
This tells the user what status the order currently is in.
Orders can be in one of eight different statuses.
- Open - Orders that are in Open status are completely editable.
- Cancelled - This means the order was cancelled by the CollisionLinx user.
- Released - The order was sent to the distributor.
- Rejected - The distributor rejected the submitted order. The distributor should contact you with the reason why the order was rejected.
- Ordered - means the distributor accepted the order and is busy preparing the order.
- Shipped - means the order has been processed and is currently being delivered to the ship to location.
- Invoiced - means the order has been invoiced and the distributor will be sending the invoice to the bill to shortly
- Processing - Means the order is being worked on my a background task. This status will be rarely seen.
An order's natural flow of statuses is:
- Open
- Released
- Ordered
- Shipped
- Invoiced
Section 4 - Order Building and Tracking¶
These but
tons are useful
to build an order from usage or track the progression of an order.
Add from Usage button
The
Add from Usage but
ton brings up the screen below.
The screenshot above doesn't suggest any items, because this login
to CollisionLinx doesn't process orders constantly.
The Usage His
tory Length and Order Days Supply always default
to 45 and 15 respectively.
The user can do the following:
- Select individual items to add to the order
- Select or deselect all of the items
- Adjust the order amounts
- Search for particular part numbers
Once the user has specified all of the items they would like on the order and the quantity of each, they will have
to select the
Add Selected but
ton. All of the selected items on the window will appear in the item grid, section 7, with the specified quantity and the Usage His
tory window will disappear.
View History button
This but
ton allows the user
to see the his
tory of the order. It will display the status of the CollisionLinx order and all of the related documents. Below is an example of an CollisionLinx order that has been processed
to Invoice.
Section 5 - Action Buttons
These but
tons allow the user
to do many things
to the order.
Submit button
The submit but
ton finalizes the order. This should only be selected with the CollisionLinx user is completed with the order and wants
to send it
to the distribu
tor.
Cancel button
The cancel but
ton will cancel the order. This should only be used if the CollisionLinx user does want the order anymore. There is no way
to reopen the order. The only way
to salvage the items on the order is
to clone the order
to a new order.
Clone button
The
Clone but
ton creates a new order with all of information (items, PO number, ship via and technician) from the parent order and generates a new order.
Save button
This but
ton allows the user
to save all of the pending changes on the order. This will only save the order. It will not send it
to the distribu
tor.
Print button
The print but
ton allows the user
to print the order. It is recommended
to save the order first.
Section 6 - Pending Items
The pending item section allows the user
to add items two different ways.
- Manually type an item
- Item Lookup
If you know the item code or part of the item code the fastest way
to add an item is
to manually enter it. In the
Item Code / UOM field type the item code. A dropdown will appear with part numbers close
to what you typed. If you only know a part of the item (example: You only know 1487 and you want
to find SG1487/QT), type % before the part you know. The dropdown will find all part numbers with 1487 in it.
To finish adding the item
to the order, select the
Add but
ton.
To clear the item out of the pending item section, select the
Clear but
ton.
Item Lookup
Item lookup should only be used if you are unsure of the item part number. It allows you
to use up
to eight different parameters
to find a part number. Select the Item Lookup link
to display the following window.
Type the search criteria in
to as many parameters as needed and select the
Search but
ton. Select the
Add icon (Circled in the picture) next
to the desired item. The item will appear in the pending item section.
Section 7 - Item Grid
The section displays all of the items on the order.
The user can do the following in the item grid
- Delete an item
- Check Promo pricing
- Alter descriptions
- Check on hands
- Alter the order amount
- rearrange the items
Delete an Item
To delete an item, the user must select the red X next
to the desired part number.
Check Promo Pricing
In order
to check if an item has promo pricing all the user has
to do is click on the item code.
No promo pricing
Example promo pricing
Alter descriptions
The description can be changed by select the description and simply typing in the new description or altering the existing one.
Check on hands¶
On hands are always displayed for the distribu
tor location that will be sending you the merchandise. With the right permissions the Item Availability balloon, which will appear by selecting the on hands value of the desired item, will show availability of all suppliers within your region. Regions are setup by the distribu
tor.
Alter the order amount
This feature allows the user
to change the quantity they would like
to order of any item already on the order. These can be altered up
to when the order is submitted. Once a value is changed the altered value will appear different and will require a save
to make the change permanent.
rearrange the items
The user can alter the order of the items by simply selecting the column headers
to have them rearrange based on the column selected.
Section 8 - Order Details
This section displays three important parts of the order.
- Customer Note - This note is used by the user to tell the distributor something about the order. The text limit of this note is 200 characters.
- Vendor Note - This note is filled in by the distributor. It is there to tell you important information the distributor feels you should know. It is limited to 200 characters.
- Costs - This section tells you the total of the order at the time it is created. Please note that these are estimates.