Order Review

Order Review User Guide



Overview

The Order Review page provides comprehensive order management capabilities for reviewing, approving, editing, and managing orders in various stages of the order lifecycle.



Key Features



1. Order Type Tabs

  • Recommended: System-generated order recommendations
  • Inbound: Orders received from suppliers/vendors
  • Outbound: Orders sent to customers/buyers
  • Draft: Orders in draft/editing stage
  • Tab Navigation: Switch between order types using the tab interface



2. Order Search & Filtering

  • Search Bar: Real-time search across order IDs, buyer/seller names, and other order details
  • Advanced Filters: Access via filter icon (🔍) for detailed filtering options
  • Filter Options:
  • Status: Filter by order status (Pending, Draft, Recommended, etc.)
  • Sort By: Choose from available columns (Order ID, Buyer, Seller, etc.)
  • Order: Ascending or Descending
  • Date Range: Filter by order creation, modification, or approval dates
  • Account: Filter by specific buyer or seller accounts



3. Order Table View

The main table displays order information with the following key columns:



Core Columns

  • Order ID: Unique order identifier (clickable for details)
  • Buyer: Customer/buyer account information
  • Seller: Supplier/vendor account information
  • Order Qty: Total quantity of items in the order
  • Order Items: Number of different products in the order



Warehouse Information

  • Supply Warehouse: Warehouse where items are sourced from
  • Receiving Warehouse: Warehouse where items will be delivered



Date Information

  • Placed On: When the order was created
  • Requested Delivery: Customer-requested delivery date
  • Expected Delivery: Predicted delivery date



Status & Actions

  • Status: Current order status with color-coded badges
  • Actions: Available actions based on order status and permissions



4. Order Status Management

Orders progress through various statuses with different actions available:



Status Types

  • Draft: Order being created/edited
  • Recommended: System-generated order suggestions
  • Pending: Awaiting approval
  • Approved: Order confirmed and ready for processing
  • Declined: Order rejected
  • Cancelled: Order cancelled



Status Actions

  • Approve: Approve pending orders
  • Decline: Reject orders
  • Edit: Modify order details
  • Cancel: Cancel orders
  • Create: Create new orders
  • Delete: Remove draft orders



5. Order Creation & Editing

Comprehensive order management with step-by-step workflow:



Order Creation Workflow

  1. Select Supplier/Receiver: Choose accounts for the order
  2. Select Products: Add items to the order
  3. Set Quantities: Specify quantities for each item
  4. Set Delivery Dates: Choose requested and expected delivery dates
  5. Review & Submit: Final review before submission



Order Editing

  • Modify Items: Add, remove, or change product quantities
  • Update Dates: Change delivery dates
  • Change Accounts: Modify buyer/seller information
  • Adjust Quantities: Update order quantities
  • Add Notes: Include additional information



6. Order Detail View

Click on any order ID to access detailed information:



Order Summary

  • Order Details: Complete order information
  • Account Information: Buyer and seller details
  • Financial Information: Pricing, taxes, and totals
  • Status Information: Current status and workflow position



Order Items Management

  • Product List: All items in the order
  • Quantity Management: Modify quantities for each item
  • Inventory Check: Current stock levels for each item
  • Price Information: Unit prices and totals
  • Add/Remove Items: Modify the product list



Approval Workflow

  • Review Information: Complete order details
  • Approve/Decline: Make approval decisions
  • Add Comments: Include approval notes
  • Set Conditions: Add approval conditions if needed



Order History

  • Status Changes: Complete audit trail of status updates
  • Modifications: History of order changes
  • User Actions: Who performed each action and when
  • Approval History: Track approval workflow



System-generated order suggestions based on:

  • Inventory Levels: Low stock alerts
  • Demand Patterns: Historical consumption data
  • Supplier Recommendations: Vendor suggestions
  • Seasonal Trends: Time-based ordering patterns



  • Review Details: Examine recommendation rationale
  • Approve: Accept the recommended order
  • Modify: Edit quantities or items before approval
  • Decline: Reject the recommendation
  • Save as Draft: Save for later review



8. Draft Orders

Orders in creation/editing stage:

  • Save Progress: Save incomplete orders
  • Continue Editing: Resume work on saved drafts
  • Submit for Approval: Complete and submit orders
  • Delete Drafts: Remove unwanted draft orders



9. Column Management

  • Customizable Columns: Show/hide columns based on your needs
  • Frozen Columns: Key columns remain visible when scrolling
  • Column Widths: Automatically optimized for different screen sizes
  • Sorting: Click column headers to sort data



10. Data Management Actions



Available Actions (Permission Dependent)

  • Create Order: Start new order creation
  • Edit Order: Modify existing orders
  • Approve Order: Approve pending orders
  • Decline Order: Reject orders
  • Cancel Order: Cancel orders
  • Delete Order: Remove draft orders
  • View Details: Access complete order information



Bulk Operations

  • Multi-Select: Select multiple orders for batch operations
  • Bulk Approve: Approve multiple orders simultaneously
  • Bulk Decline: Reject multiple orders
  • Export: Download order information



11. Pagination & Navigation

  • Page Size: Adjust number of orders per page
  • Navigation: Previous/Next page buttons
  • Page Numbers: Direct navigation to specific pages
  • Total Count: View total number of orders



Usage Workflow



Basic Order Review

  1. Select the appropriate tab (Recommended/Inbound/Outbound/Draft)
  2. Review the order table for pending actions
  3. Use search to find specific orders
  4. Click on Order ID for detailed information



Order Approval Process

  1. Locate pending orders in the table
  2. Click on Order ID to review details
  3. Examine order items and quantities
  4. Check inventory levels and pricing
  5. Approve or decline the order
  6. Add approval comments if needed



Creating New Orders

  1. Click "Create Order" button
  2. Select order type (Inbound/Outbound)
  3. Choose supplier and receiver accounts
  4. Add products and set quantities
  5. Set delivery dates
  6. Review and submit for approval



Editing Orders

  1. Click on Order ID to open details
  2. Click "Edit" button (if available)
  3. Modify order items, quantities, or dates
  4. Save changes or submit for approval
  5. Add notes explaining changes



  1. Switch to "Recommended" tab
  2. Review system-generated suggestions
  3. Examine recommendation rationale
  4. Approve, modify, or decline recommendations
  5. Monitor approval status



Tips & Best Practices



Order Management

  • Review recommended orders regularly
  • Check inventory levels before approving orders
  • Use filters to focus on specific order types
  • Keep order notes updated with important information



Approval Workflow

  • Review all order details before approval
  • Check supplier and customer information
  • Verify quantities against inventory needs
  • Document approval decisions



Order Creation

  • Use recommended orders as starting points
  • Save drafts frequently during creation
  • Verify all information before submission
  • Include relevant notes and comments



Navigation

  • Use frozen columns to keep important data visible
  • Utilize search for quick order lookup
  • Save frequently used filter combinations
  • Use keyboard shortcuts for faster navigation



Permissions

  • Available actions depend on your user permissions
  • Contact your administrator if you need additional access
  • Some features may be read-only based on your role



Troubleshooting



Common Issues

  • No Orders Shown: Check if you're on the correct tab
  • Missing Columns: Check column visibility settings
  • Can't Edit Order: Verify order status and permissions
  • Approval Not Working: Check if order is in correct status



Getting Help

  • Use the search functionality to quickly find orders
  • Apply filters to narrow down large datasets
  • Check order history for detailed information
  • Contact support if you encounter persistent issues



Keyboard Shortcuts

  • Enter: Apply search or confirm actions
  • Escape: Cancel current action
  • Arrow Keys: Navigate through table cells
  • Tab: Move between form fields
  • Ctrl+F: Focus search bar
  • Ctrl+N: Create new order (if available)





This guide covers the main functionality of the Order Review page. For specific features or advanced usage, consult your system administrator or refer to additional documentation.

Updated on: 11/12/2025

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