How to Work with Order Groups

To see an Order Group, you’ll need to start by enabling the feature in System Settings by doing the following:

1. Hover over Administration in the blue navigation bar in Lingo.
2. ClickSystemSettings in the drop down menu.
3. In GeneralSettings, click AllowdisplayofOrderGroupsfromInbox.

4. Save this setting by clicking on the Save SystemSettingsbutton at the top of the page.
5. The message System Settings saved successfully should appear at the top of the screen.

Once this feature is enabled from your Document Summary screen, you will see a blue Order Group folder icon next to each Document Number.  Note that this is not the same as the blue folders that can be seen on the Home Screen.

This feature is available for New Orders, Open Orders, New Changes and Open Changes.  When you are on the Inbox summary screen of your choice, click on the blue Order Group folder icon.

When you want to view the status of an Order Group, go to the Order Group window. In this example, we see Order Group information for Order Number 4123456.Under the Document Group heading, we can see there are 27 orders in this Order Group. Within the group, one order isOpen and 26 orders are shown as New.

Click on the Plus (+) sign inthebluecircle to theleft of the Order Groupdisplay—it will change to a Minus (-) sign once you do. All Orders that have the same numberbut are shipping to multiple locations will be visible.

Not only can you see the status of orders within an Order Group, you can also check the Ship-To locations.

Start by selecting the Order Group you want to review. Then clickDetailed Viewto review the Ship‐Tolocations of the orders within this Order Group.

Go to the Order Group display to begin creating shipments. You can select specific orders by clicking on the hyperlinks or click the Select All checkbox to work with all of the orders at the same time.