Minimum Version Required: 24.01
Pre-Conditions
The following workflow assumes the user has an account on dsdlink.
Steps
How to Manage the Orders Page
1. From within dsdlink, navigate to the Orders page on the left side menu.
2. The Business and Distributor are identified at the top of the page, click the drop-down menu to select a different Business or Distributor.
3. The "Open Orders" will display invoices that have been "routed" and recently "placed". Users can see details regarding the order, such as the date when the order was placed and when it will be delivered.
Only orders in the "placed" status can be edited until they reach their cutoff time. To edit the order, click the "pencil" icon.
Users can select multiple orders and do a mass print or download action.
4. The "Invoices" tab will display all invoices allowing users to filter by Delivery date or PO number and can sort by or pay an invoice. Users can also print and download historical invoices.
Note: Select the P.O number to see the products attached to the order.
5. The "Pre-orders" page displays orders that have been created for products with the 'pre-order' status.
6. The "Canceled" orders page displays a list of all orders that have been canceled.
Best Practices
The orders page only shows your current orders, all historical information is found on the Invoice page.