Supervisor Order Management

The Supervisor Order Management screen is a queue of all orders approved by the Account Team for a Program but need Field rep assignment approval. Field supervisors use this screen to select the correct field rep to receive part orders for a program.

Supervisor Orders Queue

The Supervisor Order management screen is used by Field Supervisors to update rep assignments and approve/cancel part orders. The supervisors goal is to clean out the queue each day to move forward the orders to be shipped.

Supervisor Queue Columns

Issue # - computer generated ID for each Parts Order Issue.
Type - type of Issue, Part Order, Vendor visit, etc.
BDS StoreID - location to visit to solve the issue.
Program - Break Fix program name.
Rep - field rep currently assigned to solve the issue. When the name is in red it is the supervisor and needs to be assigned to a field rep.
Delivery Option - Used to denote if the parts placement Home or FedEx
Supervisor - name of supervisor for assignment field rep
Chain - chain name for store with part issue
Chain Store # - retail chain store number
Store Name - name used by the store
Address, City, State, Zip
Distance - distance from the field rep to the store location
Approval Date - date the part issue is approved by the Account Team.
Part - part order associated with the part issue.
Status - the supervisor parts issue status. Displays Approved or blank (not approved).

Filters

There are four filters enabling the user to view specific part orders awaiting approval. All filters are multi-select.

Program - parts order program name(s). Often the name of the client initiative the parts order program.
Type - two part issue types (Parts Order or Request Vendor Visit)
- Parts Order - field rep need to visit a location and install a part
- Vendor Visit - field rep need to visit a location to troubleshoot a display or part issue.
Partner - fulfillment partner shipping the parts
Status - supervisor parts issue status (Not Approved, Approved). Selecting not approved displays all parts issues which need to be reviewed.

Delivery Option

The delivery option column displays the shipping location selected in the Account Team order management queue.

Actions - Supervisors

Actions enable the user to make updates to the data or change statuses.

Change Rep Assignment

To change a part order field rep assignment:

Select the check box on an order in the Queue
Select the new field rep from the New Rep Assignment drop-down
Click Apply to Checked. The order selected is now updated.

This is generally done in cases where the field rep assigned by the system is out of date or the field rep is on vacation or leave.

Approve Orders

All of the part order in the queue need to be approved by a supervisor to move on to fulfillment where it is shipped to the designated field rep.

Select the check box on an order(s) in the Queue
Click the Approve button
The orders status is now updated to Approved.

Remove Supervisor Approval

For instances where a supervisor approval was done in error the status can be reset.

Select the check box on an order in the Queue
Select the Remove Supervisor Approval button.
The order selected is reset to no supervisor status. The allows the supervisor to make changes and move forward with approval when ready.

Note: The process to move approved part order/vendor visit issues from the supervisor queue to the shipping queue runs every hour. If the process has already run on an approved order the approval status can no longer be adjusted.

Actions - Account Team

There are two actions only visible by people in the Account Team role.

Remove Team Approval

When an Account team approval was done in error and the order needs to be moved from the Supervisor queue back to the Account team queue the remove team approval action is used.

To Remove Team approval:

Select the check box on an order in the Queue
Select the Remove Team Approval button
The orders Account Team approval is removed and it is no longer visible in the Supervisor order queue. It is now visible in the Account Team order queue for processing.

Cancel Orders

The cancel orders action enables a user to cancel an order which is no longer needed.

To cancel and order:

Select the check box on an order in the Queue
Select the Cancel Order(s) button.
The order selected is set to a status of cancelled and is no longer visible in the supervisor or account team order management queues.