Reviewing received orders
Viewing the orders your CPU has received from either your internal site or wholesale customers is simple, just follow these steps:
Ensure you have selected your CPU from the top left drop down
Navigate to "CPU"
Select "CPU Orders"
You will then view a list of all CPU Orders
Click → to view a specific orders details
You can view these orders in a table format by using the CPU Production Summary report.
Understanding CPU Order Status
CPU Order status' are set manually so you can manage the flow of an order. To change the status of a CPU order simply click the three dots to the right of an order.
Within the CPU Orders table there are three status' an order can be in:
Unfulfilled - The status orders are set to when they first come in
Production - The order has been pushed to production (so will be shown in the Production Summary Report).
Fulfilled - The order has been produced and has either been shipped or is ready to be shipped
An order can also have the following status' set resulting in the following results:
Move to invoice - By selecting this status the order moves to the "Invoices" section of CPU. Further info on this process can be found here.
Delete order - This deletes the CPU Order and removes it from the table
Managing CPU Order Credit Requests
Your sites and external customers are able to request credit for their CPU orders.
To receive these credit request emails ensure the email address you would like to receive credit requests into is set on the CPU "supplier".
In the top left select "All Sites"
Navigate to "Suppliers"
Find the CPU Supplier
Click 'Edit'
Input the email in the 'accounts address' box
Save
You are then able to decide how to handle this credit request outside of Edify. If you resend the stock the site/customer can cancel the credit request in Edify. If you refund or give credit the site/customer can confirm the credit request.
CPU Orders FAQs
Can I change a CPU order?
Yes, as the CPU you are able to change the quantities of products ordered, remove products and add new products to an order. Be sure to click "Confirm Order" to save any changes you have made.
Can a customer change their CPU order?
Customers can change their CPU orders within Edify up to the cut-off times that have been set. Once the cut-off time has passed no changes can be made by a customer.
Can I cancel a CPU order?
Yes, you can cancel a CPU order. To do this click the three dots to the right of the order and select 'Delete Order'. The order will be removed from the CPU Orders table.
Can a customer leave a note on their CPU order?
Yes, customers can leave notes on CPU orders. If a customer has left a note an orange "N" will appear by their order. You can view the note by clicking into the order.
How do I download the invoice for a CPU order?
You can find step by step instructions on how to download a CPU order invoice here.
What is the difference between Order Date and Delivery Date?
Within the CPU orders table you'll notice both an Order Date and Delivery Date. Order Date is the date the customer placed the order. Delivery Date is the date they have requested delivery of the order.
What happens when I move a CPU order to production?
If you are using Edify to plan your productions moving an order to production will make this available within the Production Planner feature.
If you are not using Edify's production planner feature moving a CPU order to production will add the order to the production summary for printing out. You can find further information here.
Do I have to use the fulfilled status?
It is up to you whether you utilise the fulfilled status or whether you move all order to invoice once they have been fulfilled. Some businesses' use the fulfilled status to indicate an order has been produced but not yet shipped.
Can I see a report of the items my CPU has produced?
No, currently Edify does not produce a report that shows the amount of items/products a CPU has produced. However, by downloading your invoices you would be able to extract this information.
Can I also receive an email when a CPU receives an order?
Yes, it is possible to also receive an email when a CPU receives an order from a site or external customer. To do this:
1. Navigate to "Suppliers"
2. Find the CPU Supplier
3. Click 'Edit'
4. Input the email address you'd like to receive the orders in the 'orders email' boxSave