With your feedback, we have made the following changes to Project Order Status:
2. We have updated the type of lines we show to exclude Overage, buy/sell freight, buy/sell Miscellaneous, buy/sell tax, and other.
A new version of agile Order Management has been deployed to production and includes some major enhancements including:
In response to your feedback, we have completed several new enhancements to Order Management! Keep reading for further information on the latest changes. Enhancements to Groups Tab: The layout option is now available on the Groups Tab. Layouts allows for you to customize which columns are displayed and the order in which they are…
We have introduced functionality that allows you to denote who is responsible at your agency for completing submittals. The Submittal Person dropdown gives you an easy way to track overall project submittal assignments. The Submittal Person column is also available to be added to layout customization for dashboard visibility, and can also be used to…
You can now subscribe to an order to receive shipment notifications at order placement time! On the Place Order Screen, simply click the notifications icon to subscribe. Remember, you can subscribe for yourself by selecting the Shipment Notifications option in the dropdown, or your can subscribe for other agency co-workers, including yourself, by selecting the Shipment Notifications…
The latest version of Order Management debuted a new export option, Excel Export by Layout/by Line. This new feature will export your current view layout and line type selections into an Excel spreadsheet. The Export option will be available under the Lines tab Orders & Project View.
Hold Orders are now included as the default in the Project Order Status report. You can manage the orders included or excluded from the Filters button. You can access the functionality from the Order Status button on the Orders Tab on a Project Container. Since the initial release in Fall 2023, we have made many…