ORDERS

HomeDocumentationORDERS

View order information

1 views /  0 like /   admin/

Functionality View order informationfunction, available in the K inventory management application, enables you to view all information relating to an order.

This function enables you to consult the order number, the order date, the associated supplier(s) and the order status.

You can also access the list of items associated with the order, and export all this information to Excel.

 

 

This feature is only available on the Web version.

1. In the left-hand menu, click on the icon Commands order

 

Manage orders on K inventory inventory management softwareOrder list

 

2. Go to Order managementclick on the icon to modify Edit an order

 

3. In the Informationtab, you’ll find general information about the order:

  • Order number
  • Order date
  • The supplier(s) associated with the order
  • Order status (automatic update based on items received)

 

An order can take on four different statuses:

  • Delivery in progress
  • Partially received
  • Received
  • Cancelled

 

Create orders to manage stock on the K inventory management applicationView an order – Information

 

4. In the Itemstab, consult the items associated with the order:

  • Type (Product or Equipment)
  • Article (Article description)
  • Barcodes (Unique for each item)
  • Quantity (number of items received / number of items to be received)

 

All this information can be exported using the Export to Excel.

 

 


View an order – Articles

 

5. In the Taskstab, consult the acceptance operations created and associated with the order:

  • List of acceptance operations associated with the order
  • Order status
  • The account that performed the actions and the modification dates

 

All this information can be exported using the Export to Excel.

 

The button Create order reception button is used to associate a receiving action with the order. All data in the Information tab of the order will be automatically retrieved and completed in the receiving action:

  • Order name
  • The status
  • The supplier
  • Order date

6. To view an incoming message, click on the Three points icon and then on Open

 

View current orders on K inventory stock management platformConsult an order – Interventions

 

7. In the Attachmentstab, consult the list of imported documents associated with the

 

Only the following documents are accepted:

  • Excel
  • Word
  • Pdf
  • Image

 

8. To attach a document to the order, click on the Add attachment and select your file

 

9. To delete an attachment, click on the basket

 

Retrieve order documents from the K inventory management applicationView an order – Attachments

 

10. In the Received itemstab, you can view information on all items received thanks to order acceptance procedures:

  • Identifiers
  • Barcode
  • Quantity
  • Date of receipt

 

All this information can be exported using the Export to Excel.

 

To facilitate processing, four counters display item status:

  • Not planned: The quantity received is not identical to the information entered in the order.
  • Unknown: The item entered was not entered when the order was created.
  • Expected: Quantity of items still to be received
  • Scanned : Quantity of items received

 

Consult the list of items received on the K inventory management applicationView an order – Received items

 

11. In the Activitiestab, consult the order history information

  • The action (creation or update)
  • Date and time of modification
  • The intention
  • The person who carried out the modification

 

Modify order parameters on K inventory management softwareView an order – Activities

 

To continue browsing, here are a few articles related to this page: