Ordered Items Tab

The Ordered Items tab enables you to view all your ordered items on one screen. You can filter to view items by Date(s), Status, Customer, PO Number, PO RefID, Part Number, Status, Comment, Ticket Number (ConnectWise), Document Number, Customer PO Number, SO Number, Distributor SO Number, or Serial Number.

Note:

When searching by the Serial Number all other search criteria entered will be ignored.

The PO Items listed under the Ordered Items tab have all the same information as when listed under the Purchase Orders tab, but includes the additional details in each row about the actual Purchase Order the ordered item is from.

See Managing Purchase Order Items for more information on purchase order items.

General Status

Generally, you can view individual items' shipping statuses, their total quantity, quantity shipped, the warehouse they were shipped from, and the date they were shipped.

Note:

You can only receive shipping status, quantity shipped, warehouse shipped from, and date shipped automatically if the order is for D&H, Ingram Micro, SYNNEX, or Tech Data.

Comments

Using the Add Comment feature, you can enter notes about purchase order items:

These can include updated product backorder ETA dates, for example, as well as other information critical to the status and fulfillment of those items:

Serial Numbers

Even when you've placed an order electronically, sometimes distributors don't automatically include all serial numbers. In those cases, you're still able to manually add them in QuoteWerks.

To add a serial number to an item manually, clicking the Add hyperlink under the Serial Number section:

Enter the appropriate serial number in the window that appears:

Then click on the [Ok] button to add the serial number to the item.

To copy all the serial numbers to your Windows clipboard so you can paste that information easily, click Copy. If you have more than nine serial numbers listed, you can click More to see the entire list:

Note:

You can only receive serial numbers automatically if the order is for D&H, Ingram Micro, SYNNEX, or Tech Data.

Tracking Numbers

Even when you've placed an order electronically, sometimes distributors don't automatically include all tracking numbers. In those cases, you're still able to manually add them in QuoteWerks.

To add a tracking number to an item manually, clicking the Add hyperlink under the Tracking Number section:

Select the appropriate shipping carrier for the tracking number in the next window that appears:

Click on the [Ok] button.

Enter the appropriate tracking number in the next window that appears:

Then click on the [Ok] button to add the tracking number to the item.

To copy the tracking number to your Windows clipboard so you can paste that information easily, click Copy.

Note:

You can only receive tracking numbers automatically if the order is for D&H, Ingram Micro, SYNNEX, or Tech Data.

Receiving

You also have the option of marking an item as received once you've physically received it. For more information, see Receiving Inventory.