Fill Orders
The Fill Orders screen is used to allocate inventory to a pantry members order and to print the members orders for use as both labels and pick-lists.
Member Orders Grid
The Fill Orders screen starts by showing the user a grid with all open pantry member orders displayed on it. You can filter this grid by a specific pantry member by entering their ID in the Member Id text field, or by a specific day or date range using the date filter labeled Pickup Between. You will have to click the Search button to apply a filter after changing it.
Note that some pantries are enabled to have multiple sites within their systems. If this is the case, when the "Fill Orders" page is loaded there will be an option to display orders for "All" sites by using the "Sites" drop down located in the upper right hand corner of the screen shot above. If "All" is selected within the drop downs you will see all orders placed against orders made from all menus however if a specific "Site" is selected you will only see orders placed that used menus created under the selected site. **The ability to view orders placed on all sites is a feature planned for a future update. This feature can currently be tested from the test site.
Printing Pantry Member Orders
Pantry member order printouts act as a picklist for the order while also providing a barcode that can be used while a staff member is filling the order, as well as when checking out a pantry member on the Pantry Visitors screen. Users have the ability to print out one specific order at a time, or all of the orders currently being displayed in the pantry member's orders grid.
The Order Printout can be customized for each organization, so your organizations may look a little different, but should remain very similar to what is displayed in the example above.
To print all of the orders currently displayed in the pantry member's orders grid, click the button labeled print in next to the search button.
Click the print button in the right most column of an order to print only that order.
Allocating Inventory to an Order
The Customer Order Detail window can be brought up by either scanning the barcode at the top of a printed order or by clicking on the order manually. The detail screen shows the items requested by the pantry member, and if any of the items have been allocated, they will appear in the "To Filled" column.
If needed, you can click the Auto Allocate on the lower left of this window to automatically allocate inventory to the entire order at once. If you are tracking inventory closely, this is not recommended.
If your user has a scanner and the barcodes for your inventory have been configured, they will be able to allocate items to an order by scanning them when on the customer order detail screen.
Otherwise, the user can click on the requested item on the detail screen to open the Allocation screen shown above. From there, you can navigate to the Branded item being allocated to the order and enter the allocated quantity in the text provided. Alternatively, the Auto Allocate button will automatically allocate items based on availability. Once the items have been allocated, click the Allocate button to confirm. This will return you to the Order Details screen. Once the order has been completed, you can click the Mark as Complete button to remove the order from the Fill Orders screen, and onto the Manage Orders screen.
If your inventory items are not converted to an Each UOM, you can convert them using the quick Convert UOM button on this grid. Pantry Members can only receive items in the Each unit.