ShamrockORDERS is an online platform used to place food orders through Shamrock Foods Company.  The following Job Aid will review the ShamrockORDERS platform.

The Dashboard is a landing spot that will introduce you to your new ShamrockORDERS online platform and keep you up to date with new features that become available. It will also show you a snapshot of your account information including Payment Terms, Last Payment, as well as your overall Account Balance.

Product Search is where you will go to either search for items in the catalog or start placing an order in an Order Guide that was previously created. 

To begin an order, first select an Order Guide to work from. Start placing the order by entering quantities and pushing Enter or the up and down arrows to move to the next item. If you are keying an order that is not in sequence, push the Esc key after an entry to move to the Search products bar. In this bar you can search keywords within the Order Guide such as pickle to show only items with the word pickle somewhere in the description.

Once the order has been keyed and ready to submit, simply click on the Orders link at the top of the screen which will direct you to the review screen.  Here you can review the order for accuracy before submitting or checking out. To submit, you can either select 1-Click which will automatically send that order through on your next scheduled delivery day, or the Checkout button which will let you review the order and delivery day once again before submission.

After selecting Checkout you will have one last opportunity to review the order and delivery day, or add any PO numbers or Delivery Instructions. You can also switch the order to a Will Call if necessary. Once complete, simply click on Submit Order.

In this section you can review orders, check for shorts or outs, view printbacks, and adjust Pending orders. You can also use the Open Carts tab to view orders that have yet to be sent or the Return history tab to view your credits and returns.  Clicking on View Printback will pop up the details of this order. You can view Allocation Outs (that you might be shorted on) and the amount of product due in and the due date. It shows Line Totals and Case Totals and whether they have been Accepted and Filled. The bottom of the Printback will also denote return policies for JIT, Special Order Items, or Highly Perishable items. 

If an Allocation Out item is received into inventory prior to your cutoff, you can view the Printback again and it will show a Re-allocation message at the bottom that the item has filled.

Clicking the hamburger stack on an order that has been delivered will allow you to Export or Copy that order, as well as Export Order Confirmation in Word, Excel, or PDF format. 

Clicking the hamburger stack on a Pending order will allow you to adjust that order before cutoff. You can Export, Cancel, Copy, as well as Edit an order by either changing it or adding on products. 

In Inventory Management you can view Inventory Values (if previously setup), Order Guides (which can only be edited by your Sales Rep), Custom Order Guides (which you can edit), and Linked Order Guides.  

In Custom Order Guides, clicking the hamburger stack will allow you to make changes to that order guide (Delete or Copy), as well as several Order Guide Export options such as Inventory Sheets.  

There are several options available when editing an existing Order Guide: such as adding or removing products, setting par levels for par ordering, and adjusting the order of items to follow a sheet-to-shelf order guide. Make sure to always Save and Publish to keep changes. 

While in Inventory Management, you can setup your par levels to enable automated ordering based on inventory levels simply by entering those par levels here. Make sure to Save and Publish when complete and before exiting the screen.

Now that your par levels are set, you can use the Product Search icon in the top right corner of ShamrockORDERS to go back into the Product Search (keying an order) screen to begin placing your order in Par mode. 

Back in Product Search, you will want to select the order guide that you created with par levels. Once your order guide has loaded, you will select Par in the top in the top left section of ShamrockORDERS The screen will now change and have 4 new columns as shown below.  The new columns will include Par Qty, Future Qty (this is any orders pending in the system that have not been delivered yet), Current Qty, and Order Qty. 

You can now perform a walking inventory that will also populate your next order. As you enter the Current Qty (inventory on-hand) you will see the Order Qty populate to get to your set par level. You can also enter partial cases as ShamrockORDERS will recognize decimals. If you know business is going to be busier or slower than the normal (event, bad weather, etc.) you can always override the Order Qty simply by changing the amount you need to order. 

Once you have entered your current inventory, and submitted your order if using par ordering, you can go back to the Inventory Management icon to view your inventory value. You do not have to use the par ordering function to use the inventory tracking tool. You will see the inventory total in the top right of your screen. Also, note that the inventory value is based on today’s market price, not the price at time of purchase.