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The current process on the workspace we want to improve:
1. Unconfirmed Sales Orders:
• Go into each sales order on the list. Look at all the factors of the sales order.
• Check if the ship dates is confirmed.
• When the ship dates are confirmed, confirm the sales order.
• The confirmation will be sent to the client.
This is a manual process.
To confirm all at once – tick the sales orders you want to confirm one by one; click on confirm.
IDEA: Rather "select all" and then unpick the ones not to confirm, this will make the process a lot quicker.
2. Delivery Date changes:
• You need to tick “Mark as resolved” one by one.
Is there a way to resolve all at once? – Click on the right block all the transactions you want to resolve, click on “Marked as Resolved”.
IDEA: Rather "select all" and then unpick the ones not to mark as resolved.
1. Unconfirmed Sales Orders:
• Go into each sales order on the list. Look at all the factors of the sales order.
• Check if the ship dates is confirmed.
• When the ship dates are confirmed, confirm the sales order.
• The confirmation will be sent to the client.
This is a manual process.
To confirm all at once – tick the sales orders you want to confirm one by one; click on confirm.
IDEA: Rather "select all" and then unpick the ones not to confirm, this will make the process a lot quicker.
2. Delivery Date changes:
• You need to tick “Mark as resolved” one by one.
Is there a way to resolve all at once? – Click on the right block all the transactions you want to resolve, click on “Marked as Resolved”.
IDEA: Rather "select all" and then unpick the ones not to mark as resolved.
STATUS DETAILS
Completed
Administrator on 7/4/2022 2:38:35 PM
Thank you very much for your input. The capability to "Select All" from the workspace list when filtering for "Unconfirmed" Sales Order and then Confirm is already present. When you click the circle next to the Sales Order colum heading, then a "Select All" is performed. Then you can manually unselect the sales order needed, before pressing the Confirm action (menu item in the list).