P
Pass-the-reality
Our switchboard allows for 3 views. Button 1 allows you to create a record.
Button 2 allows you to view records that require ordering (missing order
number) and Button 3 allows you to view all records (orders with or without
order number). Multiple associates can be placing orders at the same time.
When entering Button 2, is there anyone to "check out" one record at a time
so that multiple associates are not working on the same record? Currently,
we have our associates put their name in the Order By field, but some
associates forget to do this and orders are placed in our ordering system
twice. Any suggestions on how to check out one record at a time to where no
one else can check out the record until it is submitted back in?
Button 2 allows you to view records that require ordering (missing order
number) and Button 3 allows you to view all records (orders with or without
order number). Multiple associates can be placing orders at the same time.
When entering Button 2, is there anyone to "check out" one record at a time
so that multiple associates are not working on the same record? Currently,
we have our associates put their name in the Order By field, but some
associates forget to do this and orders are placed in our ordering system
twice. Any suggestions on how to check out one record at a time to where no
one else can check out the record until it is submitted back in?