- Knowledge Base
- Order Manager
- Sent Orders
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FAQs
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Activation Process
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One Pagers
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Document Request Manager
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Settings- Company Settings
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Settings- Company Users Email & Security
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Supply Chain Manager
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Product Check Manager
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Internal Document Manager
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Production Models
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Supplier Manager
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Settings- Manage Products
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Supplier Questionnaire Manager
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Supplier Check Manager
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Supplier Document Manager
- Tool Documentation
- Initial Setup of Supplier Document Manager
- Creating A Supplier Document Template
- Building The Document
- Approving The Document Internally Before Sending Out
- Delete Documents
- View Selected
- Sharing A Document With Suppliers To Sign Off
- Exceptions
- Sign Off Review
- Viewing A Customer Document
- Sign Off The Document
- Assign Responsibility
- Delete/Reject Selected
- Receiving & Viewing An Exception
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Risk Assessment Manager
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Incident Manager
- Tool Documentation
- Initial Setup
- Create Incident Forms – Supplier & Customer Confirmations
- Edit Incident Forms – Supplier & Customer Confirmations
- RASFF Notifications
- Create An Incident From The RASFF Notifications
- View Incident
- Edit Incident
- Share An Incident
- View Company Incident Shares
- View Responses From Supplier
- Request More Info
- Respond To Incident/Confirm/Close Out Incident
- Supplier Side Incident Manager
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Remote Audit Manager
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Specification Manager
- Tool Documentation
- Initial Setup For Specification Manager
- Creating Specification Templates
- Creating And Managing Company Specifications
- Creating and Managing Collaborative Specifications
- Creating and Managing Ingredient Specifications
- Sharing and Managing External Specifications
- Providing Customer Access To Linked Specifications
- Managing Specification Exceptions
- Viewing Specifications On The App
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Customer Complaint Manager
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Internal Check Manager
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Workflow Manager
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Stock Manager
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Forecast Manager
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Order Manager
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Meeting Notes Manager
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Customer Tool Guides
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Traceability Manager
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Supplier Audit Manager
- Tool Documentation
- Initial Setup
- Building A Custom Audit
- Using And Completing An Audit
- Update An Audit
- Request An Internal Review
- Mark Audit As Complete
- Notify Team Members
- Send PDF Report
- Export Full Audit Table To PDF
- Export Full Audit Table To Excel
- Recall Audit
- Reopen Audit
- Managing Activity Subscriptions
- Supplier Provided Audits
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Purchasing & Sales Manager
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Visit & Audit Schedule
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Formbuilder
4.1 Updating And Issuing
Step 1: Select Sent Orders either under trading and planning or on the top tab as per the below. Filter the template you would like to edit through the filters at the top of the screen. Once you have filtered the sent order you would like to edit select template and click the button on the right of screen as per the below.
Step 2: Once you select the template that you would like to update you have five options.
View: This will allow you to view the sent order and the details within it.
Respond: This will allow you to respond to the sent order only if it ‘ Requires Your Action ‘. For example if you needed to upload a confirmation note to the order and clicked respond it would take you to the step to do this.
Update details: This will allow you to update the details of the previously sent template.
Amend: This will allow you to update the actual quantities requested on the order
Finalise: This will finalise the order and if the system is integrated with an internal payment system it will trigger payment to the relevant parties.
