Order Resources (Warehouse)

As a district-level warehouse user, use the Track sub-tab of the Resource Orders page to process and manage orders, and view order progress. This tab provides a view of orders by the order status.

Notes:  You can also access the Resource Orders page through the Processing Needed page (click ). Click View next to any resource order type that is ready to process. To see an overview of district orders by resource, use the Resources sub-tab of the Resource Orders page.

View Orders at the Warehouse

1. Select Catalog > Resource Orders > Track sub-tab. At the warehouse, resource orders can be in one of six statuses (sections):
   • Unsent: An order that the originating site has saved but not yet sent to the warehouse. Also, if a submitted order was revived by either the originating site or the warehouse for further editing or review, the order status returns to Unsent.
   • Submitted: The order has been received by the warehouse and is awaiting disposition (approval, denial, return).
   • Denied: The submitted order was denied.
   • On Order: The submitted order was approved and is awaiting processing and shipment.
   • Backordered: The submitted order contained requested item quantities that were larger than the available stock in the warehouse.
   • Shipped: Ordered items have been shipped to the requesting site.
2. In any of the categories listed above, you can view the status. You can also add or view notes for any order in any status.
3. (Optional) In many cases, you can edit or move the order to the next logical status.

View Notes on an Order

You can create notes to attach to resource orders in any section by viewing () the order. To view notes from the Resource Orders page, click the View Note icon.

Add or View Notes

You can also view and add notes from the Order Details on various pages. Click the Add/View Note link. For steps to add or view a note, see Add or View Note.

Note: You can only add eSignatures notes with the Follett Destiny® VersaScan or the Destiny Back Office app.

View an Unsent Order

In the Unsent section, find an order of interest, and then click to view the order. For more details, see Manage an Unsent Order.

View a Submitted Order

For a submitted order, a district-level user can approve it, deny it, add items to it, or return it to the originating school.

Find the order of interest in the Submitted section, and then click . The Submitted Order page appears.

As a district-level user with the Access District Warehouse permission, you receive alerts when submitted orders are ready to process.

To view an alert for a submitted order that can be processed:

1. Click . The Processing Needed page appears.
2. Click View next to the Resource Orders to process: # line.

See Manage Submitted Resource Orders.

View or Delete a Denied Order

In the Denied section, click to view the order; click to remove it.

Important: Destiny does not issue a warning before removing a denied order.

For more details, see View a Denied Order.

Manage Approved Orders

Approved orders show in the On Order section, and you can:

• View the order to cancel it or start a shipment.
• Create and view or print a pick list for an order.

View an Approved Order

Find the order of interest in the On Order section, and then click . The On Order page appears. For steps to cancel the order or initiate a shipment, see Manage an Existing Order.

View or Print a Pick List

1. Find the order of interest in the On Order section, and then click .
   

   Note: A list of jobs, including pick lists, is available in Reports > Report Manager.

2. Find the Order Pick List (identified by date/time), and then click . A PDF of the pick list appears.
3. Save or print the PDF.

Manage a Backorder

• To view an order with available backordered items, find the order in the Backordered section, and then click . The Order Details page appears.
• To view an order awaiting backordered items, find the order in the Backordered section, and then click . The Order Details page appears.

As a district-level user with the Access District Warehouse permission, you receive alerts when backordered items become available to fill an order.

To view an alert for a backordered item that can be processed:

1. Click . The Processing Needed page appears.
2. Click View next to the Resource Backorders to process: # line. The Resource Orders page appears.

Manage an Order Shipment

Find the order in the Shipped section, and then click . The View Shipments page appears.

Note: eSignatures can enhance accountability for resource orders. To track eSignatures as the resources move through the district, select Track handling eSignatures for this transfer when adding a shipment.

For complete instructions on approving and shipping an order, see Process an Order.

Customize View

You can choose the information displayed on the page by selecting the Order Resource details in Customize View.

Note: Click the Archive sub-tab to view completed orders.

• Use the View Orders created fields to see orders created during the selected range of dates.
• Use the Limit to orders tracking handling eSignatures checkbox to see only orders with eSignatures.
• Use the Display checkboxes to see orders with the selected statuses.