Orders tab

Order Ref * If this field is greyed out it will be system generated, otherwise enter a unique identifier for this order (this is determined by the system administrator). Be consistent with your ordering system.

Agency * This displays the name of the agency placing the order. It cannot be changed from this page.

Agency Contact Select the name of the person who is responsible for this order. If the person isn't listed you will have to add them to the agency profile. (hamburger menu)

Agency Address This is the agency's order address. If the address is missing/incorrect then it must be added to the agency profile. (hamburger menu).

Warehouse * This is the warehouse where the product being ordered is stored. It cannot be changed.

Pickup Warehouse * If this order will be picked up at another warehouse other than the one displayed in the Warehouse field, select the correct warehouse in the Pickup Warehouse field. If a Default Pickup has been assigned to this agency in Agency Maintenance, then this field will default to that warehouse. (These warehouses are set up by the food bank administrator.)

Pickup Delivery Date This displays the time the order is set to pickup  See the NOTE below for scheduling orders for delivery/pickup.

Picked Up By Select the authorized person who will receive the order. The list contains the names that were entered in the Contacts tab in Agency Maintenance. (if the person is missing they must be added from the = hamburger menu on the agency setup.)

Shipping Method * If the agency has a default shipping method it populates here. It can be overridden by the drop-down choices. If you are using the Scheduling feature then the Ship Via is filled in with the delivery truck or pickup dock that was assigned to the order.

Hand Bill This is for bar code users only. This box will be checked if the order is placed by the handheld scanner. You cannot check this box when creating an order in P2. 

Only one of the following 3 boxes can be checked. If nothing is check it is assumed that the agency will be picking up the order from the food bank.

Is Delivery Check if the order is to be delivered. If this box is checked you can use your scheduling group to put this order on your delivery calendar.  See Schedulable Resource Group

Is Retail Pickup Check if the product is picked up by the agency from the donor. If the order was entered via PWW as an agency pickup this box will be checked. If you are manually entering an order that the agency picked up directly from a donor then check this box.

Is Mobile Pantry Drop Check if the food is being delivered by a mobile pantry. This box will be checked if the Agency has a check in Default to Mobile Pantry Drop.

Delivery Pickup Notes These notes will appear on the pick sheet for your warehouse workers. You can give them specific information about the order.

Notes These notes will appear on the agency's invoice. If you are giving the invoice to your driver you can put contact info here or let the agency know you're closed on a certain day, etc.

**NOTE:  If you want to use the schedule feature of P2 and the order is going to be delivered you must make sure the order is checked Is Delivery otherwise it will only show up under the warehouse management for dock/shipping locations for an agency pickup.