Track Short Orders in Swil Unify

Track Short Orders in Swil Unify

How Can You Easily View Short Orders in Swil Unify

The Short Orders feature in Swil Unify helps businesses quickly identify orders that can't be fully completed because of low stock. It highlights these partial orders on the order dashboard, making it easy to take action, like restocking or letting customers know about delays. To use this feature, you first need to set up the Update Order Status in SwilERP, which ensures that all short orders show up in Swil Unify. This simple process helps improve inventory management and keeps things running smoothly.

Step 1: Configure and Activate Order Status Update Settings in SwilERP

Go to the Options menu.

Select Swil Unify and click on Update Order Status.

Choose the desired Date Range by specifying the start and end dates.

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SwilERP Dashboard Window

Step 2: Login in Swil Unify to next Process. (Access the Swil Unify login here)

You can access the login screen here.
Enter your registered email address in the provided field.
Input your password in the password field.
Now, click on the "Login" option.

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Swil Unify Login Window

Navigating to Short Orders:

After logging in, you will be taken to the Dashboard screen.
Locate the Short Orders option on the dashboard.
Click on Short Orders to view all pending or partial orders.

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Swil Unify Dashboard Window

The Short Orders screen displays all pending or partially fulfilled orders.

Key details shown include:

Party Name: The customer or client associated with the order.
Invoice No.: Unique number assigned to each order.
Invoice Date: The date the order was created.
Total Items: The number of items in the short order.

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Short Orders Window

Shows detailed information about an order for easy tracking and management.
Includes party, invoice, and item details.
Displays ordered and processed quantities.

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Party's Order Details Window