Transactions

Order Board	Order Board Image - Click The Image To Expand
Order Board Page	“No Orders Found” means you need to adjust your filters
Magnifying Glass	To see the filters hover over the magnifying glass. Click it to pin it to the top menu
Filter Adjustments	To see orders adjust the date filter to include order dates in Fusionware. You can also filter orders by typing in different order details in the Order Search
Column Headers	The blue arrow next to the “Order #” indicates the Order Board is being sorted by the Order # column (this is the default setting). Arrow down means smallest number to largest. Select the arrow to change to largest to smallest number. Select a blue dash in a different column header to sort by that column. The arrow will move to that column.
Add/Remove Columns (In User Settings)	Adding or removing columns can be done in the user settings. Please contact your company admin if you do not have access to adjust these column’s yourself
Sort By Order Status
Filter By Order Type
Filter By Commodity
Filter by Sales Type
Filter by Sales Person
Filter by Booked By Person
Creating an Order	Select the folder with the plus sign to create a new Order
Order Details	Organized in sections: Order Details, Carrier Details, Accounting Summary, Load Details, Products, and Freight & Fees

Shipping Board	Description - Click to Expand Image
Inside the Order	Truck Check-In & Load Out Details
Product Line	Here you can adjust product line information or add additional products
Truck Check-In & Load Out	Here you can add all the loading and truck information, including heavy & light weights
Document Comments	Comments can be added here to show up on the BOL or Pick Ticket/Shipper Confirmation
Button Details

Receiving Board	Description - Click to Expand Image
Adding A Receiving	Select the folder with the plus sign to create a new receiving. Load type: Unfinished Goods = Creating 1 or more pallet tags. Raw Goods = Receiving product with no pallet tag created, usually bulk product.
Receiving Details: Raw Goods	You have the option to assign Raw Goods to a source in the receiving details once you create a receiving.
Receiving Details: Unfinished Goods	To create the pallet label number(s) for Unfinished Goods and receive them into inventory you need to print the labels or select “Receive Only”. This can be done in the Summary or Receiving Items tabs.
Receiving Details: Unfinished Goods	If you receive product as Unfinished Goods you have the option to create 1 or more pallet tags. You can print them all at once or one by one.

Process Board	Description - Click to Expand Image
Add Process Order	Select the folder with the plus sign to create a new process order.
Process Order Details	The Process Order Details section is designed similarly to the Orders Details section.