The Order Items view, accessible from the left hand menu, lets you see those items that are currently on orders.
This powerful screen allows you to combine order and order item information to be able to access critical data in much more depth than just looking at the order level. This is great if you have multiple items on orders going out on different dates. The filters also allow you to create powerful dashboard views in order to manage your company workflow accurately.
If the menu is not available, you must first enable the menu option under your user roles:
Once enabled you'll see the menu option on the left hand side.
You can then see the Order Items view as shown above.
As with the other overview pages such as orders, customers etc you can apply filters.
You can also create views - there are 4 standard views that ship with ERP Go but others can be created easily if you have the permission to do so.
These views are:
Reserved items due for delivery (Items on orders that you have not yet been picked and are waiting the item to be picked / assigned that are due for delivery).
Picked items due for delivery (you have picked the items to the orders and they are now ready to deliver).
Dispatched items due for delivery (items you have marked as dispatched but have not yet been delivered).
Items due for Return and on a Return Request (items you have on a return request but have not been returned by the customer yet).
It's worth noting that views can be created using multiple criteria to look at the order item dates, item statuses and order statuses - for example if you wanted to create a view to see items that were due To Pick Until today with Back Order quantities, you can combine the groups as shown below.
When ready, you can also publish them as a dashboard pod for certain roles. A new level of control and workflow is now open to your users! 🌟
