IN THIS ARTICLE

  • Order confirmation: Overview
  • Text Guide:
    • Navigate to the View Orders page
    • Confirm an order

Order confirmation: Overview


A vendor, upon receiving a purchase order from a customer, will confirm the order ONLY if it can be fully/partially fulfilled. This confirmation will be intimated to customer via SMS, email or bulletin board. 


For sales order, as the vendor store is creating the order, the order can be configured to be in confirmed state by default (upon creation).


NOTE: A purchase order can be confirmed ONLY by a vendor to whom the order has been placed. Alternatively, an admin with right permissions can also confirm an order. 

TEXT GUIDE


Navigate to the View Orders page

  1. Click on the 'Logistimo' logo to open the application
  2. Log in with the username and password

  3. Click on Orders
  4. Click on View Orders


Confirm an order

  1. Select Sales to view orders placed by customers

  2. Select an order

    a. Click on the Enter order number field and enter the order number (if known) OR

    b. Click on the Pending status tab and select an order to be confirmed


  3. View pending orders and select the one to be confirmed

  4. View details of the order

    a. Status: status of the order - Pending, Confirmed, Shipped, Fulfilled, Backordered, Cancelled

    b. Paid: amount paid for the order

    c. Created: date of order creation

    d. Updated: date the order was last updated

    e. Customer: the entity that will receive the material

    f. Vendor: the entity that will dispatch the order

  5. View the item(s) in the order along with

    a. ordered

    b. originally recommended quantity

    c. allocated quantity

  6. Click on Change drop down button


  7. Select Confirm from the status options 


  8. Add Comments to send a message to the customer
  9. Click on Confirm to confirm the order, or Cancel to quit
  10. Click Yes on the pop up notification to mark the order as Confirmed, or No to go back
  11. View the new status of the order on the order details page



TIP: To learn how to ship an order, refer to 'How to ship an order?' article.