The Orders page shows all orders for your Council. From here, you can review and approve unit orders, create new Council orders, and track the status of each order as it moves through the approval process.
Accessing Orders
From the left navigation menu, select Orders under the Ordering and Inventory section.
What You'll See
The Orders table displays the following information for each order:
Date – the date the order was created
PO – the purchase order number
Type – the order type (for example, Show-n-Sell)
Delivery Name – a label identifying the order
Delivery Date – the date the order is scheduled to arrive
Delivery Location – where the order will be delivered
Status – the current stage of the order in the approval process (see below)
You can sort any column by clicking the arrows next to the column header, or search for a specific order using the search bar.
Reviewing Unit Orders
Before a Council order can be submitted, all unit orders feeding into it must be reviewed and approved. If there are unit orders awaiting your review, you'll see a small red circle with a number next to the Review Unit Orders button, for example, a "3" means there are 3 unit orders that still need your approval.
Select Review Unit Orders to view and approve those orders.
Creating a New Order
Select New Order in the top right corner to start a new council order.
Order Statuses
Each Council order moves through the following statuses:
Status | Description | Available Actions | Notes |
Draft (with outstanding unit orders to approve) | The order has been created but not submitted. There are still unit orders awaiting approval. | Review Unit Orders Save as Draft | All unit orders must be reviewed and approved before the order can be submitted. |
Draft (with all unit orders approved) | The order has been created but not submitted. All unit orders have been approved. | Review Unit Orders Save as Draft Submit | You can now submit the order. |
Pending | The order has been submitted and is awaiting approval from a Trail's End Admin or Sales Manager. | Review Unit Orders Revert to Draft | Only a Council leader, Sales Manager, or Admin can revert the order to Draft to make changes. Approval is only available to Trail's End Sales Managers/Admins. |
Approved | The order has been approved. | Review Unit Orders | No further action is available once an order is approved. |