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Mastering Incoming Orders: Effective Use of the Order Monitor

This training module provides in-depth guidance on processing incoming orders and optimizing the Order Monitor tool. Learn how to manage incoming orders effectively, access order details, change order statuses, and create job tickets. We will also cover accessing transmittals and gathering essential information through the Order Monitor, including lists of shipped orders during specified periods and all orders for specific projects. Join us in maximizing your order management skills and improving efficiency in handling incoming orders.

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Mastering Incoming Orders: Effective Use of the Order Monitor

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Presentation Transcript

  1. PlanWell PDS Admin Training Part 4 Processing Incoming Orders and Getting the Most out of the Order Monitor

  2. Managing Incoming Orders

  3. Order Details Report

  4. Changing the Order Status

  5. Creating Job Ticket

  6. Accessing Transmittals

  7. Gathering Information through the Order Monitor • A listing of any orders shipped during a specified period of time

  8. Gathering Information through the Order Monitor • A listing of all orders for a specific project

  9. Gathering Information through the Order Monitor

  10. Congratulations!

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