Orders in Matium Core are buy, sell or trade transactions that contain both supplier and receiver information at the time the order is placed. By centrally managing all of your orders with Matium, you will be able to seamlessly generate a PO, add shipments and track status.
Viewing Orders
To view all Orders, select Core and then Orders in the left sidebar.
By default, all Orders with an Open status will be shown. Click on a specific Order to go to the detail page and begin working.
Filters and Views
By default, you can view all Orders (All), Orders where your company is the supplier or receiver (Company), or only those Orders where you are listed as a representative (Personal).
Narrow your results by supplier, receiver, status, material type, tags, etc. by utilizing the Filters drop-down.
Click the Add New View link to save the filters that are currently set. The new view will display as an additional tab on the Orders page.
Sorting
Use the Sort drop-down on the far right to find the most recent orders, sort by weight, total cost, etc.
Working with an Order
Actions
When viewing the detail page for an Order, the following actions are available:
Edit - edit the details of this order.
Copy - create a new order with relevant fields pre-populated for you.
Purchase Order - generate or upload a PO document for this order.
Status
At the top of the Order details page, the total weight and the weight fulfilled by shipments so far are shown along with the current status. Click the Status button to update.
All information on the supplying and receiving companies will also be shown.
Summary
Manifest
A full list of Order Items is shown including material, fulfilled weight, total weight, buy price, sell price, packaging and a link to the associated Core Have, Inventory Item or Need.
Click Add Items to add additional items to the Order.
Shipments
A list of all Shipments that fulfill this Order are shown along with status, pickup and delivery details and financials for each Shipment. Clicking on a Shipment will take you to the detail page for the selected Shipment.
Click Add Shipment to create a new Shipment to fulfill some or all of this Order.
Conversation
Start a conversation about this Order with others in your company. Tag an individual or all members with a particular role at your company (Sales, Shipping, Purchasing, Accounting) using the "@" symbol.
Documents
The Documents tab will show a list of all documents related to this Order. Click the Upload button to upload a new document.
History
The History tab will show a generated activity log for this Order, displaying the user name and action taken by each.