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Forgot to assign your Shadow Orders to a Delivery Period?

Forgot to Assign your Shadow Orders to a Delivery Period?

This article is a Tip and Tricks article designed to inform you of a quicker fix if you forgot to assign your Shadow Orders to a certain Delivery Period.

  1. Navigate to the Sales Centre and select Maintain Shadow Orders.


  2. Select your Customer using the Customer Account or Name dropdown.


  3. Press the icon beside the Delivery Period Dropdown to open Maintain Delivery Periods.


  4. From Maintain Delivery Periods, select the desired Delivery Period and press OK


  5. Now that we have selected the correct Delivery Period, we'll need to make a change to allow us to save the Shadow Order. This can be superficial, such as disabling, then re-enabling a single product.


  6. After we have made our change and reversed it the OK button will "unlock". Press it now to update the Shadow Order with your desired Delivery Period.

 

*Please watch the video below if this last step is unclear* 

 

You may also want to look into some related articles such as Copy a Shadow Order, Create a Shadow Order, or the Shadow Orders by Customer - Report.