Process an Order (Warehouse)

District reviews submitted order

District users can view and handle incoming orders in one of the following ways:

• Approve: The district accepts the order and then fills it, including creating a pick list and a shipping label.
• Deny: The district rejects the order and sends it back to the site of origin. The ordering site must create a new order, as it cannot edit or resubmit a denied order.
• Revive: The district sends the order back to the ordering site, where it can be edited and resubmitted.

Log in to the district warehouse to approve the submitted order, and follow these steps:

1. Select Catalog > Resource Orders > Track sub-tab, or click .
2. Next to the submitted order you want to approve, click .

   
   

3. In the Order Details section, the number of items the site requested appears in the Warehouse Approved field. If this is incorrect, enter the number the district approves.

   Notes:  When considering how many resources to order, look at the Current Site Inventory and Other Open Site Orders columns. If there are no items in the warehouse, an order can still be approved. A message appears letting you know a backorder will be created. When items become available in the warehouse, an alert icon () appears next to the backordered item.

   
   

4. Click Approve, and then click Yes on the confirmation message.

After an order is approved, it moves to the On Order (or Backordered, if appropriate) section.

The district prepares to send the order

After approving the order, the warehouse can create a pick list with details about the site, order number and required shipping date, as well as the bin location, title, ISBN and number of resources. Warehouse personnel can then write in the route number and number of boxes, and sign to identify who fulfilled the order on the pick list.

To create a pick list for the approved order:

1. Select Catalog > Resource Orders > Track sub-tab.
2. Next to the order you want to create a pick list for, click .
   
3. The Job Manager opens. To update the job status, click Refresh List.
4. When the status is Completed, click View to see the Job Summary.
5. Print the pick list, and manually enter the Route #, # boxes and Order filled by fields.

   
   
   

6. Pick the resources from the warehouse.

The district ships the order

After gathering the resources on the pick list, warehouse users can create a shipment in Resource Manager by barcode or by copy count. A packing list can be included in the shipment. As soon as the shipment is created and shipped, ownership of the copies is changed to the receiving site in Destiny Resource Manager.

To create a shipment for the order:

1. From Catalog > Resource Orders > Track sub-tab, click.
2. On the On Order page, click Shipments.
   
   
   
   
3. To add a note, click Add Note.
4. Click Add Shipment.
   

    

5. Do one of the following:

   If the resource items are…	Then...
   Barcoded	From the Ship drop-down, select by Barcode. To track the eSignature as the resources move through the transfer process, select the Track handling eSignatures for this transfer checkbox. Scan the barcodes directly into the Create a barcode list field, or click Choose File to upload a file of the barcodes. When you are ready to transfer the resources, click Ship It.
   Not barcoded	From the Ship drop-down, select by Item Count. To track the eSignature as the resources move through the transfer process, select the Track handling eSignatures for this transfer checkbox. Type the number of each resource being shipped in the # to Ship field, and then click Select. When you are ready to transfer the resources, click Ship It.

6. The Job Manager opens. When the status is Completed, click View to see the Job Summary.

   
   

7. To print the packing list, click View Packing List.

   
   

8. Print the packing list to include in the box to be shipped.

The order shows as shipped on the Track sub-tab.