VAMOO - View and Manage Open Orders

1. Overview
2. The View and Manage Open Order screen contains the following filter/ selection information:  
3. Defining the View and Manage Open Orders screen fields  
4. How to run an Open Sales Order report 
5. How to run Past Dues
6. How to run Save the Sale

1. Overview

The View and Manage Open Order screen enables the user to view and manage their open orders and customers. The filter/ selection fields are available for the selection of data for all four views. Each of the four views has its own rules regarding whether a specific field is required. The four views include: 

• Sales Management (Store use only)
• Delivery Management (Open Order Management team)
• Shipping Management (NWC team only – DO NOT USE)
• Transfer Management (Not Available at this time)

2. The View and Manage Open Order screen contains the following filter/ selection information:

3. Defining the View and Manage Open Orders screen fields

The following table depicts the available fields in the View and Manage Open Order screen.  

4. To run an Open Sales Order Report

Use the following process when running Vamoo for the Open Sales Order report: 

1. Order Type: Sales Orders 
2. Selling Location: Select all store locations 
3. Ship from: Select DC locations 
4. Route Code: N/A 
5. Back Order Status: All Orders 
6. Contact Status: All 
7. Delivery Type: All 
8. Delivery Status: All 
9. Order Date Type: Yesterday   

5. How to run Past Dues

Use the following process when running Vamoo for outstanding Past Dues:  

      1. Order Type: Orders 

      2. Selling Location: All Locations 

      3. Back Order Status: Select all three 

            a. Back Ordered 

            b. Fully Reserved Fulfillments 

            c. Fully Reserved Orders 

      4. Salesperson: All Salespeople 

      5. Contact Status: None

      6. Calculate ATP: Do not select 

      7. Order Dates 

            a. Date Type: CUS (Custom) 

            b. Start Date: Leave blank 

            c. End Date: Leave blank 

      8. Fulfillment Location: Select 888, 885, 866, 883 and 777  

      9. Route Code: All Route Codes 

      10. Fulfillment Method: Select all three 

            a. Deliveries 

            b. Pickups 

            c. Direct Ships 

      11. Fulfillment Status: Select the following three

            a. Scheduled 

            b. Estimated 

            c. As soon as possible 

      12. Fulfillment Dates: 

            a. Date Type: CUS (Custom) 

            b. Start Date: Jan 1st of this year

            c. End Date: Yesterdays date 

       13. Press Search 

Note: All available results will appear on the right side of the View and Manage Open Orders screen  

      14. In the Sold At column drop down menu, click Select All  

            a. unclick 010 and 052 from the list

      15. In the Fulfillment location drop down menu, select all locations

      16. In the Order Type column drop down menu, select Exchange, Return and Sales Order

You will now have the updated list of any Past Due orders. 

6. How to run Save the Sale

Use the following process when running Vamoo for any Save the Sales orders:  

      1. Order Type: Orders 

      2. Selling Location: All Locations 

      3. Back Order Status: Select all three 

            a. Back Ordered 

            b. Fully Reserved Fulfillments 

            c. Fully Reserved Orders 

      4. Salesperson: All Salespeople 

      5. Contact Status: Cancel 

      6. Calculate ATP: Do not select 

      7. Order Dates 

            a. Date Type: CUS (Custom) 

            b. Start Date: Leave blank 

            c. End Date: Leave blank 

      8. Fulfillment Location: Select 888, 885, 866, 883 and 777 

Note: If there are locations already in your list that you do not require, select ‘Clear List’. This will remove all of the locations from your screen. Now you can enter the distribution center number into the Location field and press Enter. Do this for each distribution center location. Once done, press Save.  

       9. Route Code: All Route Codes 

      10. Fulfillment Method: Select all three 

            a. Deliveries 

            b. Pickups 

            c. Direct Ships 

      11. Fulfillment Status: Select the following three

            a. Scheduled 

            b. Estimated 

            c. As soon as possible 

            d. Customer will call 

      12. Fulfillment Dates: 

            a. Date Type: CUS (Custom) 

            b. Start Date: Leave blank 

            c. End Date: Leave blank  

       13. Press Search 

Image of View and Manage Open Orders screen example:

Note: All available results will appear on the right side of the View and Manage Open Orders screen 

      14. Select the Sold At column drop down menu and click Select All 

            a. Unclick any Dufresne Furniture & Appliance locations 

                  i. Locations: 001, 002, 003, 004, 005, 006, 007, 008, 009, 011, 012, 014, 040, 041, 043 

            b. Unclick any ECOM locations 

                  i. Locations: 013, 076, 176  

You now have an up to date list of what orders are needing to be contacted regarding saving the sale.