Last Week's Order History - FAQs

Overview:

If you are using the ordering feature, the order quantity and the on-hand quantity for each item, for the same day of the week one week prior, can be included in the last two columns on the Order Worksheet and the Enter Orders feature.

Setup:

The option to include last week's history on the Ordering Worksheet and Enter Orders needs to be configured in your Company Settings. Navigate to the Manage Company menu option in the Sidebar and select Company Settings. Only System Administrators will have access to Company Settings.

The Enable Ordering Features must be checked on the General Tab of Company Settings to use Ordering features in COGS-Welll. Enabling Ordering will add a tab next to the General Tab for Ordering. Click on the Ordering tab to configure ordering:

Order Worksheet:

Navigate via the Sidebar to the Orders menu option and then select the Order Worksheet. Please click this link to the Order Worksheet if you would like information on the parameters for the worksheet. Please note that last week's columns show the quantities for the same day selected for the worksheet, one week prior. An example of the Order Worksheet with Last Week's information is below.

Enter Orders:

Navigate via the Sidebar to the Orders menu option and then select Enter Orders. Please click this link to the Enter Orders feature if you would like information on this entry feature. Please note that last week's columns show the quantities for the same day selected for the worksheet, one week prior. An example of the Enter Orders grid with Last Week's information is below.