- 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
4.3 Changing The Status
Step 1: The status of order template is shown on the summary of the sent orders as per the below. The next action also outlines what action is required next which in turn will change the status. The only user that can change the status is the one that the status ‘ Requires Your Action ‘ relates to.
Step 2: Responding to a ‘Negotiated order’ or an ‘Order Amend’ Click respond as per the below to respond to the order.
Step 3: This will take the user into the order where they can perform several functions
Add Product: Clicking add product will allow the user to add in new products to the order
Action: Clicking this will allow the user to edit the price
Delete Product: Pressing the red button will delete the product out of the template.
Step 4: Once you have updated the order you can then perform four functions. Cancel the order, Save or Save and Exit, Preview and Send Response and confirm order. Clicking confirm order will then change the status of the template.
Step 5: If the steps have been followed above and the user has uploaded a confirmation note and responded to the order they are then able to finalise the order, which in doing so will show finalised as per the below preventing any further changes.
