Job Tracking Status
When setting up Job Tracking Statuses for the different statuses a Function Code must be set so that BUZ knows how to treat the status.
Field | Description |
|---|---|
| Description | Full text description of status, maximum 30 characters. |
| Code | Abbreviation for status, maximum 10 characters. |
| Function | See separate table of associated actions. |
| Sequence Number | The order the status list in the dropdown. This also sets the logical order these occur in so when order items have different statuses the one highest up the list is displayed as the order's despatch status. |
| Colour | Choose the colour to be associated with this status in Despatch Tracking and Customer Tree. |
Functions
Function | Description |
|---|---|
| Unstarted | This is the status when an order is accepted and Check Measure done or no Check Measure is required. |
| Waiting for Check Measure | This is the status when the order is accepted and is Waiting for Check Measure. |
| Confirmed | Usually means the Job Sheet has been scanned Commenced |
| On Hold | Order has been scanned to On Hold. |
| Completed | Either individual item barcode labels have been scanned or the Job Sheet scanned to set all items of that Inventory Group for this order as completed. Despatch can now proceed. |
| Cancelled | Cancelling an Order should be initiated by cancelling in Job Tracking this confirms that the item will not be made or supplied by the external supplier. This is why orders cannot be cancelled in Ordering or Despatch. |
How Job Tracking Statuses should be Actioned
In Job Tracking you should check for Un-started over a wide date range particularly in the past in case some haven’t been Ordered/ Commenced. Once Ordered/Commenced the Order Status should change to indicated that and again when Received\Completed.
Shipping Container Management
When you get a shipping date add a status for that shipment and set all the order in that shipment to that status. Include in the status description the expected into store date and if this changes you only need to go back the status description and edit it to reflect the new date.
On All Status' created you can set up an "Email on Status Change"
You will need to
- Set up an email template with information that you wish to send
- Go into the Status that you want to send from
- Tick "Send Email on Status Change"
- Select the email you want to send
- Save
