List of Orders by Partials Report

You can use the List of Orders by Partials report to review information of partially delivered purchase and transfer orders.

Navigation

To access the List of Orders by Partials report:

  1. Ensure that you are at the center level.
  2. Click the Inventory tab on Zenoti’s main menu.
  3. Navigate to Procurement > Orders.
    The Manage Purchase Orders & Transfers page opens.
  4. Select from the following filter criteria:

    Criteria

    Description

    Select a Report

    Select List of Orders from the drop-down list.

    Time Period

    Based on your requirement, select either 1, 2, 3, or 6 months from the drop-down list.
    You can alternatively choose Custom from the list and specify custom dates.

    Note: For custom dates, you can view data for a maximum date range of 6 months at a time.

    Example: To view data from January to August, first view data from January to June, and then view data from July to August.

    Note: To view a specific purchase order, enter its number in the Order No field, and click Search.

  5. Click Refresh.
    The report opens.
    Note: To export the report, on the top right side of the report, click the Excel or .CSV icons.

Column Descriptions

Column

Description

REF #

The reference number for the order.
Click the REF # to open the order and update the status, or print the order.

Partial #

The partially delivered order number.
This is usually the reference number followed by the delivery sequence number.

Example: If the ref # is 100, the first partial delivery number is 100-1, then the subsequent delivery number is 100-2.

Oder On

The date on which the order was created.

Status

Displays if the order is delivered, indicating that the order was delivered to the center.

Invoice

The invoice number entered against the order that was partially delivered

Is Paid

Displays whether the invoice was paid for the partial delivery:

  • Yes: Invoice was paid
  • No: Invoice has not been paid

Dispatch: Retail

The quantity of retail products dispatched for delivery

Dispatch: Consumable

The quantity of consumable products dispatched for delivery

Dispatch: Date

The date on which the order was dispatched by the vendor

Dispatch: By

The vendor’s name

Delivery: Retail

The quantity of retail products received by the center

Delivery: Consumable

The quantity of consumable products received by the center

Delivery: Date

The date on which delivery was accepted

Delivery: By

The receiver of the order at the center

 

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