Monitoring the Will Call Order Queue

Track orders that still need to be picked up by customers with the Will Call Order Queue. Users can follow up with customers that order items to pick up without having to keep a paper trail at the counter in the warehouse.

Note: Set the Will-Call Order Definitioncontrol maintenance record prior to using this functionality to determine how you want data to display in the queue.

To display summary information for this queue at all times, add a Will Call Order Queue widget to your Solar Eclipse Desktop.

Displaying the Will Call Queue

Track orders for customers that still need to be picked up with the Will Call Order Queue. If you are running your warehouse using RF functionality, the system also displays those orders.

From the Orders > Queue menu, select Will Call Order Queue to display the Will Call Order Queue window.

Complete the header fields, as needed.

Column	Description
Branch	Enter branch or territory and press Enter. Use any of the following options: Enter a single branch. Enter more than one branch, separated by commas. For example, enter 1,2,3. Enter a territory name. If more than one territory contains the text you entered, the Branch and Territory Selection window displays. Select the territory you want and click OK. Press F10 to display the Branch and Territory Selection window. Select multiple branches or multiple territories by holding down the Ctrl key as you click each branch or territory, and then click OK. Enter ALL to include all branches and territories.
Writer	Enter the writer name, if any, by which you want to view orders needing to be picked up. For example, if you want to only see your own orders that are in need of pick up, enter your name or ID.
In Salesperson	Enter the inside salesperson name, if any, by which you want to view orders needing to be picked up.
Out Salesperson	Enter the outside salesperson name, if any, by which you want to view orders needing to be picked up.

Select Follow-Up Mode to display only those orders marked for Follow-Up.
Click Update to display the will call orders that meet the field selections.

By default, the system displays the following columns: Br, Customer Index, Pick/Ship Ticket Print Date, Order #, PO #, Ordered By, Phone Number, and Staging Location. For information on changing the viewable information, see Configuring Display Options below.

Use the View Manager to change the Customer Index column to display the Customer Name, as entered in Customer Maintenance depending on your business needs. Select Customer Name or Customer Index respectively.

You can also use User-Defined View Maintenance to create your own view to make your workspace more efficient.

Configuring Display Options and Viewing Column Data

The system provides display options to help you manage when to call your customers, including an interface to follow-up on calls, show order details, or save the table information. By default, the system displays the following columns: Br, Customer Name, Pick/Ship Ticket Print Date, Order #, PO #, Ordered By, Phone Number, and Staging Location.

Options > Follow-Up Mode - To view the queue with two additional columns that show when the next call to your customer should take place. This mode provides check boxes to address multiple orders at one time, such as logging calls or opening several orders at once.
Options > Show Order Detail Pane - To display a summary bar at the bottom of the queue with the order detail information including the order number, order date, quantities, and product descriptions.
Options > Set Preferred Search Length - To indicate to the system the total number of items that the server processes before updating the queue.

Note: You can export data from the table just like other tables in Solar.

You can manipulate the data displayed in the Will Call Order Queue like any spreadsheet application. You can click on any heading to sort by that heading, save the information to a table or spreadsheet, or graph the information as needed.

When you sort by a column heading, an arrow displays in the heading indicating if it is sorting ascending or descending. By default, if you are in Follow-Up mode, the system sorts the queue by bill-to customer and then by follow-up date. If you are not in Follow-Up mode, then the system sorts alphabetically by customer name and then by Pick / Ship Ticket print date, followed by customer PO number.

Use the View Manager

to change the Customer Index column to display the Customer Name, as entered in Customer Maintenance depending on your business needs. Select Customer Name or Customer Index respectively.

Logging Multiple Calls at One Time

The system provides check box options to help you manage when to call your customers.

Display the queue.
From the queue header, select Follow-Up Mode to display the Next Call and Check Box columns.
Select the check boxes for the orders you want to mark as called.
From the File menu, select Log Call.

The system displays the following message: You are attempting to log a call for multiple bill-to customers. Continue?

Select Yes to log the call or No to exit the message.

Viewing Orders from the Queue

Display the queue.
Do one of the following:

Double-click the line item for the order you want to view.
If you are in Follow-Up mode, select the check box for the line item you want to view and do one of the following:
Right-click and select Order > View Order.
From the Order menu, select View Order.

The order displays in view-only mode. To edit the order, use the same procedure and select Edit Order instead.

Close the order when finished to return to the Will Call Order Queue window.