Ordering

 You can easily share an order with a rep. Here's how:

• Go to Back Office/Reports
• Click on the Custom Reports Tab
• Scroll down to Order Reports Exportable.rtm
• Click on preview and enter the order number (just the number) into the box
• The order will be displayed
• Click on Print (top left)
• Click on the ‘Print to File’ tickbox
• It will save to ‘C:\a\PO Detail.csv’ but you can save where you want.

But if you want - and it is probably best - don’t open it but just send the rep the file and give him or her the order number in the text of the message.

To move an order to 'On order' the process is:

• In Orders on the Awaiting Despatch tab
• There are two scenarios
• You have tried to collect an acknowledgement and the order has an ‘A’ in the ack field and despite several attempts and allowing time for collection there is no acknowledgement available.
• Right click and from the menu select ‘Abandon Ack’.
• The ‘A’ turns into a ‘F’ to indicate a failed order – follow the procedure below.
• The Ack field has an ‘F’ to indicate that it has failed.
• Right click and select ‘Move to on Order’.
• The order moves to ‘on order’ and can now be goods in.

Note: Be very careful about retransmitting an order that has an ‘F’ in the ack field as this can often result in duplication because Gardners have no way of rejecting duplicates. Always speak to them before retransmitting.

BatchLine will normally have a default order, which is the ‘do nothing' order. This will be automatically displayed when doing a customer or stock order in Title Search. It will also recreate itself when transmitted, providing you with a new blank order ready and waiting for new orders.

Things to note:
* There can be only one default order.
* The default order is flagged with 3 in the final column.

To set up a default order for a new order:
* When the order header form is displayed, select Single Default Order.

To set up a default order for an existing order:
* Highlight the order.
* Click on Edit.
* Select Single Default Order.

There are two methods, depending on what the status of the order is.

1) If there is an ‘A’ in the ack field:

Right click and select ‘Abandon Acks’, then follow the instructions below for ‘F’.

2)  If there is an ‘F’ in the ack field:

Right click and select ‘Move to on order’. Once you have moved to on order (the ’On Order’ tab) you can either leave it there as ‘on order’ so you can do goods in against it or you can delete if not needed.

If this doesn’t fix the problem, send an email to This email address is being protected from spambots. You need JavaScript enabled to view it..