This is where you can easily manage and track all your product deliveries. Stay informed and in control of your supply chain from start to finish. Here's what you can do on this page:
View Delivery Status: Keep track of the status of your deliveries, including pending and delivered orders. Get updates on the progress of each shipment.
Track Deliveries: Stay informed about estimated delivery dates and delays and correct expected delivery times
Generate Incoming/Received Export Lists: Generate comprehensive lists on delivery performance, stock ordered and delivered. Analyze and optimize processes, and improve overall delivery efficiency.
Below you see the overall aspect of the page where you have two types of orders: Overdue and Expected Orders.
Overdue Orders
Here are represented all the orders that should already have been delivered and, for any reason, were not.
Next, we will explain some of the features of this page.
One of the features of this page is the filter.
By clicking the Filter button and then Add Filter, you can search in several ways for the information you need that corresponds to the columns displayed on the page.
For example, you can search for a supplier by name.
Or for an interval of delivered products between 0 and any units
Another feature is the column view.
You can select the columns you want displayed on the page by selecting the boxes you want and then clicking apply.
You can also sort the information by column by clicking on the header of each column.
It is also possible to change the delivery date of a particular order.
On this page, you can also export the information In 3 formats: .csv, pdf and .xlsx. These exports can contain as much or as little information as you want. Just select the columns you want and sort them in your preferred order. Then click export and choose the type of file you want.
You can also close your order here but remember, if you close this order, make sure that you have received all the products or that you are sure you will not receive any more because this action cannot be undone.
Expected orders
On this page, you can see all of your incoming orders that are within the time limit afforded to them. Both pages have the same features.
When you click on a specific order, you can see by default the undelivered products. To see the delivered products select the button "Delivered Products"
Here you can update the number of items you have received. In the example below, you have ordered eight products and have yet to receive 2.
If you want to update this information to 8 products received just click save.
If you are sure you will not receive the rest of the items, you can close the order but remember this action cannot be undone.
Completed orders
Here you can access all the complete or closed orders. You can also use the filters on this page to search for specific information inside the orders and if you need to you can export the closed orders as well.
In the General Settings, you may choose how the deliveries are set
When you select 'Remaining quantity' while editing the number of items and then save, it means that the system will automatically update the quantity of undelivered products until it matches the originally ordered quantity.
When you select 'Zero' the default amount in the deliveries is zero and only the edited amount will pass on to the delivered products and the rest will remain open.
We are here to support you every step of the way. If you have any questions or need assistance, our dedicated support team is ready to help contact support@optiply.nl