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Order Management |
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The Orders tab is where you manage your orders by providing access to a variety of order/task list views and order details such as billing and shipping information, job location, order changes, builder notes, and order history status.
You can click any of the links on the Order Management page to see more detailed information on any order. At the top of the page are links to various groupings of orders. Click the Show Jobs with Active Orders link to open a list of all jobs with active orders. You can click any active orders link to see the Order Detail page.
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Your user ID's applied security restrictions may limit the builder accounts you are able to view on order lists. If you find you are unable to access information that you should, please contact your in-house system administrator. |
The Orders tab is divided into the following sections:
Next Day Orders Not Submitted - These orders have not yet been officially started by the builder in BuildPro but have been assigned to you. The start dates for these PO’s are within the next day.
Newly Received Orders - These orders have been officially transmitted to you. You need to review and accept the order to move forward in the process.
To Do - These orders have been transmitted to you by the builder and accepted. These are orders for which you need to deliver materials or supply labor.
Pending Approval - You have completed these orders, but the builder has not yet completed them in BuildPro.
Completed Orders - These orders have been completed by you and the builder.
Future Orders Next 10 Days - These orders have not yet been officially started by the builder but have been assigned to you. The start dates for these PO’s are within the next 10 days.
Future Orders Next 30 Days - These orders have not yet been officially started by the builder but have been assigned to you. The start dates for these PO’s are within the next 30 days.
Pending Reschedules - You have submitted reschedule requests to the builder for these orders, but the reschedule has not been approved by the builder.
Pending Change Orders - You have submitted a change order for these PO’s and they are waiting on confirmation from the builder.
Orders with Unread Notes - Links you to the Alerted Orders - Unread Notes page. This page shows all orders that have unread notes from the builder. You can read the notes from this page, and check off each note as you read them. Then click the Mark Selected Notes As Read button to remove the alert from the order.
Order Cancellations - Links you to the Alerted Orders - Cancellations page. This page shows you all orders that the builder has cancelled. To remove the alert notice, you must go into the Order Detail and respond to the change request, which shows the request to cancel the order.
Order Reschedules - Links you to the Alerted Orders - Reschedules page. Rescheduled orders are accepted orders that are rescheduled by the builder in BuildPro. These orders must either be re-accepted or declined by the supplier.
Change Orders - Links you to the Alerted Orders - Change Orders page. You can dismiss the alert from the Order Detail page – Change Request tab. Notification of nearly all changes that create an alert appear on this tab.
Over Shipped Orders - Links you to the Alerted Orders - Over Shipped Orders page. You can clear this alert when you click the Clear Over Shipped Alert button on the Order Detail page.
SP-EPO Updates - Supplier Created EPO (SP-EPO) provides the Supplier with the ability to create EPOs in SupplyPro on behalf of the Builder and submit it to BuildPro. Once the SP-EPO is submitted, the Builder will receive it in BuildPro to approve or reject.
Pending Back Charges - Links you to the Alerted Orders - Pending Back Charges page, which displays the list of pending back charges submitted by the builder.
Completed Back Charges - Links you to the Alerted Orders - Completed Back Charges page, which displays the list of completed back charges submitted by the builder.
Cancelled Back Charges - Links you to the Alerted Orders - Cancelled Back Charges page, which displays the list of cancelled back charges submitted by the builder.
Payment Assigned - These alerts are used for the Progress Pay Functionality. Alerts here let you know a payment has been assigned to you. Use this page to approve or reject the payment.
Payment Approved By Sub - These alerts are used for the Progress Pay Functionality. Alerts here let you know a payment has been approved by your sub.
Payment Rejected By Sub - These alerts are used for the Progress Pay Functionality. Alerts here let you know a payment has been rejected by your sub.
Builder Completion Reminders - These alerts are created when the builder completes certain tasks. These alerts will remind you when it is time to deliver material or perform labor for a specific job. Contact Hyphen Solutions Support to have this module turned on.
Additional Links
Assign Orders - This link is for companies with the Assign Orders module implemented. This link accesses the Assign Orders page, which supports the ability to assign individual orders to specific users, rather than automatically assigning orders to the users linked to the builder account. This is an optional feature in SupplyPro.
Manual Order Entry - This link provides a step-by-step form to manually enter builder orders for accounts in your Account Manager, who are not using BuildPro.
Order Search - Allows you to quickly search for orders by order numbers, lot numbers, block numbers, account, subdivision or order status.
Builder Complete Cleanup - Click this link to open the Builder Complete Cleanup page, where the user can view orders that have been completed by the builder but have not yet been completed by the supplier. Orders that have already been completed by the supplier do not appear on this list.
Transmitted Orders List - This report allows suppliers to view orders which have been “transmitted” via the Box Scheduling Transmit Orders button in BuildPro. Orders transmitted in this fashion are normally sent to the supplier in a combined PO email format, but in SupplyPro, suppliers may choose not to receive orders via email.
Show Jobs with Active Orders and View JIOs - Click this link to open a list of all jobs with active orders. This section lists builders and jobs for which there are active orders in your system. An active order is an order that has not been marked as Complete by the builder. Click an order link to open the Order Detail page.
Delete Builder Completion Reminders - Links to the Manage Builder Completion Reminders page and allows you to delete reminders from accounts.
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You can also view a list of jobs on the Jobs Report. This report lists all jobs, showing the job start date, builder account, job name, subdivision, lot/block, plan/elevation/swing, the total of all orders for the job, and the total of all jobs on the report. |
When you click on a day on the calendar, you see the order information for that day. The Day Calendar provides a view of all Received, Rescheduled, To Do and Complete orders on a given day, with an option to scroll one month forward or backward.
