OD Link ManualTransactionsHow do I track orders?

How do I track orders?

Print each order as it is taken and pile them in stacks of TO ORDER, ORDERED, RECEIVED, and CALLED. You may also want to track orders in OD Link so that you can quickly see the status of the job. Recording order numbers in OD Link also helps find old jobs in the future.

Record the job as ordered

Record the job as ordered

1. Click "Y"  to put the item on the "To Order" List (you may set the default "Y" in ITEMS detail window on the left side)

2. Click "+" to mark as "Ordered"  - "To order is unchecked and the order date and vendor are recorded.

3. Enter the order number the vendor gives you

4. Notice the "Arrived" date box becomes green showing the job has not yet arrived

When the job arrives

When the job arrives

Click the green "Arrived" box which dates the arrival.

Optional:record actual lab bill

Optional:record actual lab bill

You may replace the estimated lab bill (from ITEM details) with the actual bill if you want to track accurate material costs

Order multiple jobs at the same time

Order multiple jobs at the same time

Click "ORDERS" > To Order

List vs "here"

List vs "here"

Here means this view (Transaction Detail), click through the Transactions using the arrows in the top left corner.

List shows all the jobs that need to be ordered in a list

"ON ORDER" list

"ON ORDER" list

Shows a list of all jobs with an order  date and no received date

Order List

Order List

To mark as arrived click "+" to enter todays date (or enter any date)