Page History: CollisionLinx Orders Help Documentation
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Page Revision: 05/29/2012 03:46 PM
OrderLinx Orders
OrderLinx Orders allows the user to generate orders at the shop and send them directly their distributor.
Associated Permissions
ExtranetCustomer_OnHands_View - Allows the user to see the on hands in the item grid
ExtranetCustomer_OnHands_View_Alternate_Location - Allows the user to see other locations' on hands
ExtranetCustomer_OrderAddItem - Allows the user to add items to an order
ExtranetCustomer_OrderCancel - Allows the user to cancel an order
ExtranetCustomer_OrderDeleteItem - Allows the user to delete an item
ExtranetCustomer_OrderEdit - Allows a user to edit an order
ExtranetCustomer_OrderLocationChange - Allows a user to create an order for a different ship to
ExtranetCustomer_OrderPricing - Allows the user to see the pricing on an order
ExtranetCustomer_OrderSubmit - Allows the user to send the order to the distributor
ExtranetCustomer_OrderUsageHistory - Allows the user to build the order from uasge or see the order's history
ExtranetCustomer_OrderView - Allows the user to see the order list screen
Opening OrderLinx
1 Open an internet browser. IE is the supported browser.
2 Type orderlinx.net into the
URL field.
3 Type the vendor code into the
Vendor field.
4 Type the login into the
Login field.
5 Type the password into the
Password field.
6 Select the
Login button.
Navigating to the Orders Screen
Select the
Orders tab.
Order List Screen
![Image](GetFile.aspx?Page=OrderLinx-Orders-HelpDocumentation&File=orderlist cutup.jpg)
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.
![Image](GetFile.aspx?Page=OrderLinx-Orders-HelpDocumentation&File=orderedit cutup.jpg)
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 OrderLinx 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 buttons are useful to build an order from usage or track the progression of an order.
Add from Usage button
The
Add from Usage button brings up the screen below.
![Image](GetFile.aspx?Page=OrderLinx-Orders-HelpDocumentation&File=Add items from usage window.jpg)
The screenshot above doesn't suggest any items, because this login to OrderLinx doesn't process orders constantly.
The Usage History 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 button. All of the selected items on the window will appear in the item grid, section 7, with the specified quantity and the Usage History window will disappear.
View History button
This button allows the user to see the history of the order. It will display the status of the OrderLinx order and all of the related documents. Below is an example of an OrderLinx order that has been processed to Invoice.
![Image](GetFile.aspx?Page=OrderLinx-Orders-HelpDocumentation&File=order history.jpg)
Section 5 - Action Buttons
These buttons allow the user to do many things to the order.
Submit button
The submit button finalizes the order. This should only be selected with the OrderLinx user is completed with the order and wants to send it to the distributor.
Cancel button
The cancel button will cancel the order. This should only be used if the OrderLinx 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 button 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 button 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 distributor.
Print button
The print button 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 button.
To clear the item out of the pending item section, select the
Clear button.
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.
![Image](GetFile.aspx?Page=OrderLinx-Orders-HelpDocumentation&File=item lookup.jpg)
Type the search criteria into as many parameters as needed and select the
Search button. 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
![Image](GetFile.aspx?Page=OrderLinx-Orders-HelpDocumentation&File=no promo pricing.jpg)
Example promo pricing
![Image](GetFile.aspx?Page=OrderLinx-Orders-HelpDocumentation&File=promo pricing.jpg)
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 distributor 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 distributor.
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.
![Image](GetFile.aspx?Page=OrderLinx-Orders-HelpDocumentation&File=change quantity.jpg)
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.