Tips and Tricks for using AllOrders

June 27, 2017 at 8:42 AMChad Moulder


In this week's blog, we look at some features we have added in previous versions that may help you to be a more efficient user of AllOrders.


Tips and Tricks for Using All Orders


One of the great things about All Orders is just how robust a tool it is and the flexibility it gives users looking to make their processes more efficient. With all of these features and functions, however, it can create situations where additional efficiencies can be overlooked. This week, we look at a few tips and tricks that can sometimes be overlooked.

·Using the Scan BoxYou do not need a scanner to use the scan box. Simulate a scan by pressing the tab key. You can enter in the Item Name, UPC, Manf. Part #., Vendor Part #, Vendor UPC, or Descriptions.

·Auto Email Shipping FormsShipping forms can be setup to be automatically emailed once a Ship Doc is marked as shipped. Emailing directly from All Orders has to be turned on for this feature to work. 

·Editing Multiple OrdersTypically only one single document for any document type can be open at a time. Users needing the ability to open more than one order or quote at a time can turn on the "Allow Multiple SOs/Quotes to be open" in the Sales Order Preferences. 

·Multiple Copies of All OrdersYou can open multiple All Orders windows. Simply Click the All Orders Icon to open another copy, confirm that you want to open another copy, and use the same username and password log in.

·Setting up Default PrintersTypically All Orders does not tell Windows which printer to use when sending documents to the printer. Use the "Apply default printer" in the Report Preferences to have All Orders dictate which printer to use. By doing this All Orders will make sure the report is sent to the default printer but allows users to set the default printer per report and override the default printer. 

·List HackSort multiple list columns by clicking the initial column to sort by and holding down Shift key while clicking additional columns to add to the sort. 


List Hack - Use powerful filters to find what you are looking for. Using the * for fuzzy matching, using the Greater than > and <less than characters to help filter the numeric columns.

·Batch ProcessingVarious commands can be done in batch from the list by using the filters and the check boxes to focus on the rows in the list that processing needs to get done on. Orders can be easily closed in batch directly from the Sales Order List, Ship Docs can be marked as Shipped and Recorded in Quickbooks, Work Orders can be changed to a status of Finished, they can by Picked and Allocated, Drilled Down, and Flattened in a batch.  

Posted in: AllOrder | Features | General | News | training


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