📋Orders
Data Management > Orders > Orders
Viewing Orders
When viewing and planning your orders, there are a few things to keep an eye on.
Dates: By default Nexus will pull order records from two days previous to three days in the future, using the Estimated Production Date field.
Inventory: The Short Inventory column is tied to Product Inventory. It compares the amount of product ordered to the amount stored in inventory. If the amount is negative and red, there is not enough inventory to fulfill the order.
Progress: The Progress Bars, Ordered, Labeled, Assigned, and Remaining columns all pertain to order labeling progress.
Progress: The amount of cases labeled vs ordered
Ordered: The amount of cases ordered
Labeled: The amount of cases labeled
Assigned: The amount of cases scheduled for labeling
Remaining: The amount of cases left to label
Truck/Load: If you are tracking truck and carrier data, orders can be associated with truck loads. Assuming the data is setup properly, you can see the truck on this table and click into it to view the orders on that specific truck.
Viewing Order Line Items
To view the line items on an order, you must click the blue edit button on the orders table for the row you want to view. You can edit the order information here but we'll touch on that further down the page, for now let's focus on viewing and understanding the data.
The data table on this window shares some similarities with the base order table but adds a few extra pieces of information, now viewed from a product specific perspective.
Dates: Each line item (product) on an order has a Scheduled Production Date field. This isn't a required field but is extremely useful when you want to schedule production on an ordered product basis. It is used as the first order of precedence when Nexus generates order requirement reports. If blank, the system will use the base order's Drop Dead Time or Estimated Production Date. For example, if you need to prioritize one product's production over the other products in the order, you could update it's Scheduled Production Date to an earlier date / time than the order as a whole.
Labeling Efficiency: The Runs/Changes column and the Labeling Efficiency columns both pertain to how smoothly your labeling operation is running on an order basis (common in weigh price labeling applications).
Runs / Changes: Runs are how many different times that product was setup and run down a labeling line. Changes (Changeovers) are how many times the labeling scale had to change from another product or label stock in order to run this one. Too many changeover can indicate an unorganized process as each one costs valuable time.
Labeling Efficiency: This column is an efficiency rating for how fast your labelers labeled product according to preset time based standards for each particular product. Product labeling standards are located on the Product Editor window and must be setup properly in order to show efficiency ratings here and on other reports in Nexus.
Inventory: The Inventory column is tied to Product Inventory. It compares the amount of product ordered to the amount stored in inventory. If the amount is negative and red, there is not enough inventory to fulfill the order.
Progress: The Progress Bars, Ordered, Labeled, Assigned, and Remaining columns all pertain to order labeling progress.
Progress: The amount of cases labeled vs ordered
Ordered: The amount of cases ordered
Labeled: The amount of cases labeled
Assigned: The amount of cases scheduled for labeling
Remaining: The amount of cases left to label
Additional Line Item Views
Generating Order Label Previews
Clicking the label preview button on the line items table, for a particular product, will show you the case and pack labels for this order, exactly how they ought to appear at the scale. This is useful for verifying that the data will print on your label precisely as expected.
Managing Orders
This page allows you to create, edit, and delete orders and order line items.
Adding a New Order
To get started, let's create a new order by clicking the green add button shown below.
Clicking this button will open the order editor modal. The same one where we viewed our order line items above. On the left side of this window, you'll find the order details pane (shown below) . You must fill in this data and save before you can add line items to the order.
When you're ready, click the Add Order button to save the order details. After you've done this, you can begin adding line items (products) to your order. The Add button on the right side of the window is now active.
Adding New Line Items
To get started, click the green add button (shown above) on the right side of the window, above the order line items table. This will open the order line item editor window where you can enter the product's order information.
The Product field is an autocomplete field. Start typing the product number and the system will filter down the results for you to select from.
Only Product, Order Status, and Cases Ordered are required but the other fields are useful for overriding default values for the product when the order is processed.
A product has it's own default values for Retail Price, Discount Price, Case Tare, Pack Tare, and Sell By Date. If these need to be different for a particular order, you can override these values by setting them on the order line item editor.
| Product Field | Line Item Override Field |
|---|---|
PricePerLb | Retail Price |
Special PricePerLb | Discount Price |
Case Type | Case Tare (comes from the case type data) |
Pack Type | Pack Tare (comes from the pack type data) |
Sell By (Days Out) | Sell By Date (The days out value is used to automatically calculate the sell by to be X number of days from the order's production date) |
Bulk Actions
Both the main orders and the order line item tables provide check box selections on the left side. This makes it so you can multiselect items in the table and perform bulk operations on them, saving loads of time.
Order Actions
There are currently two bulk actions to perform on orders, with plans to add more. First, use the checkboxes to select the orders you would like to edit. Then select the action you'd like to take from the dropdown. Once you've selected an action, click to Submit button to start.
-Update Estimated Production Date
When you select this option and click the submit button, it will open a window allowing you to select the new Estimated Production Date for the selected orders.
Select the new date from the calendar view field and click the Update Estimated Production Dates button to save. The system will now update all the selected orders with the new date.
-Update Order Status
When you select this option and click the submit button, it will open a window allowing you to select the new Order Status for the selected orders.
Select the new order status from the dropdown and click the Update Selected Order Statuses button to save. The system will now update all the selected orders with the new status.
Line Item Actions
There are currently three bulk actions to perform on line items. First, use the checkboxes to select the line items you would like to edit. Then select the action you'd like to take from the dropdown. Once you've selected an action, click to Submit button to start.
-Update Order Status
When you select this option and click the submit button, it will open a window allowing you to select the new Order Status for the selected line items. This is the same process as the base orders table. In this case, it just updates the status of the individual products on an order instead.
-Update Scheduled Production Date
When you select this option and click the submit button, it will open a window allowing you to select the new Scheduled Production Date for the selected line items. This is the same process as updating the Estimated Production Dates on the base orders table. In this case, we're updating the scheduled production date on each individual line item.
-Void Cases
This action will void all the cases that have been labeled to each selected order line item. When you select this option and click the submit button, it will open a window allowing you to confirm your action and choose how the case voiding should affect inventory.
Here you have two options for how you want the case voiding to affect inventory counts for those boxes of product.
"Yes, dispose/condemn": Typically used when the product is going be destroyed or disposed of, meaning that the amounts should be voided and not go back into inventory.
"Yes, send back to inventory": Typically used when there was an error with labeling or packaging. Meaning the product is still good, useable, and voiding the cases should put the amounts back into inventory for later use.
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