Users can view orders placed between their Community and Suppliers. Watch this short video on how to View and Export Orders or read below for additional details:
For buyers, the orders found on this page may be limited to those placed by the buyer or other users within their shared Organization Units.
For information on how to change the buyer's default for searches, refer to User/Buyer Search Filter Default.
View Orders
To view orders, go to Marketplace > select Orders on the left menu menu.
By default, the Search function is set to search by Order Number. To search for a specific item, select the dropdown next to Orders > click Items. When searching for an item, a list of related orders will appear with the item listed just below the order number.
The Created Date is defaulted to the last 90 days and can be changed, by selecting the dropdown in the Created Date field.
Additionally, your search can be customized, by clicking Filters on the right side of the screen.
This includes: Supplier, Order Type, Buyer, Receiving, if the order Has Accepted Invoice, Organization Unit, Work Order, Order State, Payment Method. You can also filter the list to only show Goods Received Not Invoiced (GRNI) or Commitments orders using the Views Field.
Export Orders
Export Orders provides an array of great information for a Buyer, including Supplier Tags for reporting purposes.
To export, click Export on the right of the screen.
Select Export Orders or Export Order Lines. The Export Orders will provide the summary/header level detail of the orders and Export Order Lines will provide a line level breakdown of orders.
| Note: Values used in exports, exclude GST & Shipping. Order Exports are available in the task/background menu for 7 days, from action date. |
Once the desired option is selected, a pop-up box will appear > select the hyperlink titled Here to proceed to the Background Jobs screen.
Once your CSV file is in a Finished state, select Download.
Bulk Change Orders
Bulk Change Orders, allow users to Close Order, Reopen Order, or Update Organization Unit.
| Note: Bill To and Ship To addresses will retain what was applied at the time of the Order, in cases where an update is made to the address. |
To bulk change certain orders, click Export and > select Bulk Change.
Available Actions on Orders
In the More Actions menu you will find the below available options.
- Copy: Copies the Order to your Shopping Cart and begins the checkout process.
- Close: Closing an Order prevents any further receiving and invoicing or editing.
Depending on whether your community has the below enabled, you may also see these options:
- Cancel: Cancels the Order.
- Edit: Allows you to edit the Order.
- Receive All: Allows you to receive all the products in the Order at once.
- Create Contract: Users with the Create Contract role can create a new contract directly from an Order.
- Link Contract: Users with the Create Contract role can link the order to an existing contract for the associated Supplier.
- Resend Email: resends email confirmation to Community and Supplier.
For additional subject matter information, select the help article link below:
- Cancelling or Editing an Order see Cancel & Edit Orders
- Receiving see Receiving Orders
- Contracts see Contract Management
- Creating an Invoice from an Order see Creating Electronic Invoices