The Tracker cart is like the cart in an online store: items added to the cart can be edited or deleted before you place your order.

Add items to the cart from the Find and add to cart and Fast add to cart screens, with the Add to cart macro in the Items and Alerts screens or manually, by clicking the Add icon in the grid menu.

ADD ITEMS TO, EDIT ITEMS IN AND DELETE ITEMS FROM THE CART

Add items to the cart from the Find and add to cart and Fast add to cart screens, with the Add to cart macro in the Items and Alerts screens or manually, by clicking the Add icon in the grid menu.

  • Click the Cart icon in the main menu.
  • Follow the instructions in the Add, Edit and Delete section of the help overview to add items to, edit items in and delete items from the cart.

PROCESS ORDERS IN THE CART

  • Click the Cart icon in the main menu.

  • Cart with task list

  • This is the Cart on a computer. The smart phone Cart is pictured in the order items section of the help overview. Note that ITEM and FROM can be blank.
  • Click Cart task and pick a task, for example, Assign to job if you want to assign items you have in stock to a job (the options in the task list are described in Orders).

  • Cart with job list

  • Cart task changes to Assign to job and the dropdown to its right changes to --choose a job--. Click on the job you want. Depending on the options your organization manager has selected, you may see another optional or required dropdown for codes, employees or sub locations.
  • The date in the upper right corner defaults to today but can be edited. It will be saved as the EXPECTED COMMENCE date in the Orders screen.
  • Add items to, edit items in or delete items from the grid, for example, changing the quantity ordered (click the Edit icon in the grid menu to edit).
  • If you enter a note in the lower left, it will appear in NOTES in the Orders grid.

  • If you see Place Order at the bottom right, click Place Order to record your order. If you see Actions, click Actions and a menu will appear. Click Place Order if someone else will fulfill the order. Click Ship if you're fulfilling it yourself (you might be a warehouseman picking items for a job or a foreman sending items from one job to another). Orders can only be shipped if all required information has been entered (generally DESCRIPTION, ITEM and FROM; FROM isn't required if the item hasn't been assigned previously).

  • After you place or ship an order, the Orders screen opens. You can return to the Orders screen later (to check, for example, your order's status) by clicking the Data icon in the main menu then Orders.

FIELDS AND BUTTONS

  • (Cart button) CART TASK until a task is selected, ASSIGN TO STORAGE SITE (job, etc.) thereafter. Your organization manager chooses the tasks listed here in Preferences.
  • (Cart drop down field) primary assignment, for example, --choose a job--.
  • (Cart drop down field) optional secondary assignment, for example --choose a code--.
  • (Cart date field) defaults to today's date, saved as EXPECTED COMMENCE in Orders and Item history (details).

  • The fields in the Cart grid can't be changed by users.

  • (Cart grid) DESCRIPTION.
  • (Cart grid) QUANTITY.
  • (Cart grid) ITEM. The item number. Not required for orders to placed but required for shipping.
  • (Cart grid) FROM. The assignment the item is being taken from. Not required for orders to placed but generally required for shipping.

  • (Cart note field) saved as NOTES in the Orders grid
  • (Cart button) Labelled Place order unless the user has shipping rights, when it becomes Actions. Click Actions and a menu will appear. Click Place Order if someone else will process and ship the order. Click Ship if you're processing the order yourself (you might be a warehouseman picking items for a job or a foreman sending items from one job to another). Orders can only be shipped if all required information has been entered (generally DESCRIPTION, ITEM and FROM, though FROM is sometimes optional).