Orders

The Orders module, accessible from the main menu, allows you to create and manage orders.

When you first open the module, you’ll see a summary of all orders in the system (in the All orders tab) and their current status.

Use the Quick search at the top of the screen to search through your orders (or customers), or use the tabs to change the view between All orders, New, In progress, On hold, Targeted today, Running late, and Archived orders. 

In the All orders tab, make use of the columns (which can be added or removed to suit your needs) and the column filters to find information relating to order creation date, created by and order status.

Tutorials

• Order Settings
• Creating Orders
• Modifying Orders
• Dealing with "On Hold" and "Running Late" Orders

FAQs

• How do I deal with "On Hold" orders?
• How do I deal with "Running Late" orders?
• How do I switch a delivery from one driver to another?
• How quickly does the information sync with the PDM Web app for the branch/hub to see?