In Heyquip: Dashboard > Items on orders
You will be able to read the Items on orders screen and see what the yard and counter still have to do today.
Steps
- Go to Dashboard > Items on orders in your admin.
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The To Process will have a number count because this tab filters out all the order requests that need attention.
- Click a tab to see only those lines: All, In cart, To order, On hold, To Process, To Prepare, Ready for Pickup, Deliveries, On Rent, Off Rent, or Returned. Each tab is an item state. Item states on orders define them all.
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Read the Billing chip on a line: Billed, Partially Billed, Not billable, or To bill.
- Check Left to bill for the dollar amount still owed on that line.
- Check Order state and Type to see the order's stage (Reserved, Completed, Internet Order) and whether the line is a Rental, Sale, or Other. Use the filter icons to filter or sort any column.
- You can also see these tabs in a card view. Use the button next to the list view in the right corner.
When you finish, you will know which lines the yard has to send out today, which are ready to bill, and which need attention next.
Good to know
- Each row is one line, not one order. An order with three items shows three separate rows, so you can work one item without touching the rest of the order.