1.4 | QRG: How do I process a Harvard Order for an FMS Site?
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1. If the Dashboard isn't your home page, go to Dashboards from the main menu bar.
2. Type Pricing Analysts in the search criteria.
3. Click on the hyperlink under Dashboard Name to load.
4. As a best practice, you should always Refresh the Dashboard to make sure you are working with the most current data.
5. Orders in the Harvard Queue means that there is not an owner assigned to work the job.
6. My Open Orders means that these are the orders assigned to the person who is logged in at the moment.
7. Click on the double diagonal arrows to see the window full screen.
8. Click View Report to see all of the orders. In our case, we are going to be working from the Orders in the Harvard Queue window. We will click on the View Report options.
9. Shown are all the orders that need to be worked. These Orders are assigned to the Harvard Distribution queue and NOT to a specific person.
10. Click on the Order number hyperlink.
11. This takes you directly into the order screen. You can see you are in a Order Accepted Status.
12. Click on the pencil at the end of the order name line to start editing.
13. Enter the QuickBooks Job number under the Order Name Field. You will want to copy this number as you will paste it onto the Order Lines.
14. Under Order Comments, add a line with the message "Confirming the Vendor is Harvard" (or whoever the vendor is.)
15. Click Save to save the changes.
16. Click on the Related Tab.
17. Click on the Product ID hyperlink.
18. Enter the Quick Books job number in the Order Number field. This is entering it on the line level for the order.
19. Click Save.
20. Click back on the Order Hyperlink in the top section.
21. Move the status to Fulfillment Pending and Mark as Current Status.
22. At this point, the order is removed from the "Orders in the Harvard Queue" Window on the Dashboard. This is because it is no longer in Order Accepted Status and all lines have an order number entered against them.
23. You will notice the order is now showing in the Orders Needing shipment info window.
24. Scroll down to the Shipping and Billing information.
25. Enter the Shipping method (if available) and tracking information and Save.
26. Because the Payment was PO, there is no need to mark the Order Paid.
27. Move the status to Activated and Mark as Current Status.
28. The confetti flies.
29. Order now shows Completed in eCommerce as well.
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