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Table of Contents


Overview

How to view and filter orders in Vendor Inbox.

View All Orders

There are four types of orders in Vendor Inbox (VI):

  • New orders: Orders that are newly sent to VI.
  • Revised orders: Orders that were sent to VI, changed by the buyer in OneStrata, and sent to VI again.
  • Confirmed orders: Orders that were confirmed in VI.
  • Rejected orders: Orders that were rejected in VI.

There are two ways to view all orders:


OptionStep(s)
1

Through the Go To My Orders button.

To view all orders, do the following:

  • On the Vendor Inbox home page, click the Go To My Orders button to open the Vendor Orders page.

On the Vendor Orders page, the Vendor Orders grid displays all orders.

2

Through the Orders tab.

To view all orders, do the following:

  • On the Vendor Inbox top navigation menu, click Orders to open the Vendor Orders page.

On the Vendor Orders page, the Vendor Orders grid displays all orders.

View New Orders

New orders are orders that are newly sent to Vendor Inbox. The Vendor Inbox user should confirm or reject the order.

There are two ways to view all new orders:


OptionStep(s)
1

Through the Review New Orders button.

To view all new orders, do the following:

  • On the Vendor Inbox home page, click the Review New Orders button to open the Vendor Orders page.

On the Vendor Orders page, the Vendor Orders grid is automatically filtered and displays only new orders.

2

Through the Orders tab.

To view all new orders, do the following:

  1. On the Vendor Inbox top navigation menu, click Orders to open the Vendor Orders page.

    On the Vendor Orders page, the Vendor Orders grid displays all orders.

  2. Click the filter icon to open the Filters widget.

  3. In the Filters widget:

    1. In the Status section, click the downward icon to display all order status options.

    2. Select New.

    3. Click the Apply button. The Vendor Orders grid is filtered and displays only new orders.

View Revised Orders

Revised orders are orders that were sent to Vendor Inbox, changed by the buyer in OneStrata, and sent to Vendor Inbox again. The Vendor Inbox user should confirm or reject the order.

There are two ways to view all revised orders:


OptionStep(s)
1

Through the Revised Orders button.

To view all new orders, do the following:

  • On the Vendor Inbox home page, click the Revised Orders button to open the Vendor Orders page.

On the Vendor Orders page, the Vendor Orders grid is automatically filtered and displays only revised orders.

2

Through the Orders tab.

To view all revised orders, do the following:

  1. On the Vendor Inbox top navigation menu, click Orders to open the Vendor Orders page.

    On the Vendor Orders page, the Vendor Orders grid displays all orders.

  2. Click the filter icon to open the Filters widget.

  3. In the Filters widget:

    1. In the Status section, click the downward icon to display all order status options.

    2. Select Pending.

    3. Click the Apply button. The Vendor Orders grid is filtered and displays only revised orders.

Filter Orders

The Vendor Orders grid can be filtered to display only orders that meet certain criteria.

To filter the Vendor Orders grid, do the following:

  1. Go to the Vendor Orders page.

  2. Click the filter icon to open the Filters widget.

  3. In the Filters widget:

    1. Apply the desired filters.

    2. Click the Apply button.
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