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Did You Know IT Information May 2017 INF RMATION INTRODUCTION Self discovery is intriguing in the way that the young mind is constantly discovering the world much like the way science began You start to take notice of what s around you you become curious to how things work and interrelate It s as simple as seeing an insect that intrigues you You want to know where it goes at night who its friends are what it eats That same sense of discovery grows with us into our adult life With discovery comes knowledge so we invite you to discover what s in this issue of Did You Know CONTENTS IN THIS ISSUE OF DID YOU KNOW Freight Exception Item Notes Determining Order Status Finding PO Numbers PO Hold Best Practice WHAT S NEW Freight Exception Item Notes Now with Notes Bolts for certain items that are marked for freight exceptions you no longer get a pop up for each item you add instead there s a new Item Notes tab that must be reviewed LET S REVIEW Determining Order Status Within Notes Bolts there is a wealth of valuable information to help you determine the status of your orders as well as convenient ways for you to verify that your orders have been sent received shipped and invoiced Finding PO Numbers Available in Notes Bolts there are two ways to search for the last any or all used PO numbers for a Customer Explore how PO Hold Best Practice A recommended Best Practice to follow for orders waiting for a PO number only is to place the order on a PO Hold This method will give you the liberty to call email or text in the PO number to Customer Service that will in turn allow for the release of your order for timely processing IN CLOSING Be inquisitive never stop exploring or developing new knowledge it s the best way to stay young Let s keep expanding our knowledge to help keep us young Best Regards Deborah Black
Did You Know IT Information May 2017  INF RMATION INTRODUCTION  Self-discovery is intriguing, in the way that the young mi...
Did You Know IT Information May 2017 Freight Exception Item Notes Freight Exception Item Notes For certain items that are marked for freight exceptions you no longer get a pop up for each item you add Now when you switch to Order Complete if any of those types of items have been added to the order the order will be placed on HOLD XMIT until you click on a new tab to see the special instruction messages When you click the Item Notes tab you see a summary of the items containing what are now being called Special Instructions
Did You Know IT Information May 2017  Freight Exception - Item Notes Freight Exception     Item Notes. For certain items t...
Did You Know IT Information May 2017 Freight Exception Item Notes cont Most of the notes are just informational they don t require you to do anything They are provided mainly so you won t be surprised later when the invoice includes those freight exception charges You are not forced to read the messages but at least you will know they are there When you click the Summary tab to return to the typical Order Complete display you will see that the error condition has been removed and the order has been taken off HOLD XMIT which means it is now ready to save and upload
Did You Know IT Information May 2017  Freight Exception - Item Notes cont.  Most of the notes are just informational  they...
Did You Know IT Information May 2017 Determining Order Status Determining Order Status Do you ever have difficulty in determining the status of your orders or ever wonder Did Winzer receive my orders Keep in mind there are ways that you can check to verify that your orders have been sent received and processed Only Ready to Send orders are eligible for uploading and processing Once you select to Upload and Submit an order its status changes from Ready to Send to Awaiting Confirmation The status Awaiting Confirmation does not mean that the Replication was successful and is not an indication of the Replication status If you are UNSURE that the replication was successful you can always start the replication to run again Running Replication again will not cause harm in any way An indication that the replication has finished completely is that you should see the replication indicator graph disappear and in the status bar you will see that the Replicator has finished replicating databases at stamped with the time that the replication has completed WARNING If you choose to stop a replication for any reason there is a high probability that your orders did not go through and did not reach Winzer Also stopping replication can cause your Notes Bolts database to become corrupted and not function properly Use this quick reference table to help you better understand the order status terms ORDER STATUS Ready to Send Awaiting Confirmation Processed Sent Orders ACTION OUTCOME Eligible for Upload Uploaded Ready to Replicate Received by Winzer Processed Shipped Invoiced The status of an order can be assigned several different states and it is important to understand what each one indicates You will then be able to establish what is happening with your orders Some key information to examine that can help you determine the status of your orders is listed in the following table Order Orders sent in accepted Affirms the date that your orders were received by Verification Winzer however does not indicate if orders were shipped to the customer or not Invoice Snapshot Orders shipped invoiced Displays a similar copy of the invoice that was sent to your customer The invoice lists all items bought together with the amount owed including tax freight fees Order Status Orders with exceptions that have not shipped or not shipped complete The Exceptions by Exceptions are various order stages that probably requires action on your part Status view Utilizing the Notes Bolts information is essential to your business and is strategic in keeping you informed Remember that in order to have the most current data available you must Replicate prior to viewing the data
Did You Know IT Information May 2017  Determining Order Status Determining Order Status. Do you ever have difficulty in de...
Did You Know IT Information May 2017 Finding PO Numbers Finding PO Numbers Available in Notes Bolts there are two ways to Search for the last or all used PO numbers for a Customer 1 Customer Master under the Invoice tab 2 In an order on Order Information under the Invoice tab To find the last PO number in the Customer Master go to Active Contacts Modify Invoices Click PO column title to sort by PO The Last PO Number is on the top or bottom depending on the sort
Did You Know IT Information May 2017  Finding PO Numbers Finding PO Numbers. Available in Notes   Bolts, there are two way...
Did DidYou YouKnow Know IT Information IT Information May May 2017 2017 Title Here Finding PO Numbers cont To find the last PO number on a New Order Order Information Invoices Click PO column title to sort by PO The Last PO Number is on the top or bottom depending on the sort Invoice data is kept in Notes Bolts for 6 months so you should have no problems finding the PO information that you seek
Did DidYou YouKnow Know IT Information IT Information May May 2017 2017  Title Here Finding PO Numbers cont. To find the l...
Did You Know IT Information May 2017 Purchase Order PO Hold Best Practice Purchase Order PO Hold Best Practice A recommended Best Practice to follow for orders or quotes awaiting for a PO number only is to go ahead and place the order on a PO Hold This method will give you the liberty to call in the PO number to Customer Service which will in turn allow for the release of your order for timely processing A best practice is a technique or methodology that through experience or research has been proven to reliably lead to a desired result The established best practice for handling orders that require PO numbers is to place the order versus a quote on PO Hold upload and submit the order and then replicate If you have a Quote awaiting a PO number the only way to have a quote processed is to convert the quote into an order first which only you can accomplish The difference between using an Order or Quote is if no known changes are required at the time the order is placed only needs PO it is best to use this order method but if known changes are anticipated it is best to use a quote instead Quotes allow for easy access and changing of the line items or any adjustments needed as well as adding a PO number Use an Order with PO Hold if the only information lacking is a PO number or Use a Quote if changes will be needed prior to processing as an order To place an order on PO Hold when on the Order Information page click on the Hold button to change the Hold to Yes and then select PO Hold for Purchase Order as the Hold Reason
Did You Know IT Information May 2017  Purchase Order  PO  Hold - Best Practice Purchase Order  PO  Hold     Best Practice....
Did You Know IT Information May 2017 Purchase Order PO Hold Best Practice cont Go ahead and place the order on a PO Hold upload and submit the order and then replicate Then simply call in the PO number to Customer Service which they will release your order for processing
Did You Know IT Information May 2017  Purchase Order  PO  Hold - Best Practice cont.  Go ahead and place the order on a PO...