Order Summary

Overview

Updated 05/11/2023

 

The Summary item of the Order section displays the most pertinent information related for a order. The Summary item displays the information added when the order was first created, and can be edited on the order detail page. It also includes information supplied in the Order Options item of the Customer section. 

 

 

 

Order Info

Field	Description
Customer Name	The name of the customer on the order.
Department Name	The department the position attached to the order is under.
Address	The address associated with the order.
Order Type	The type given to the order.
Job Position	The position the order is meant to fill.
Order ID	The ID number generated for this order.
BOLD Job ID	The ID number generated for this order in AviontéBOLD. Applies only to clients using BOLD.
Is Posted to Web	A check-mark box indicating whether or not this order has been posted to the web.

 

 

Branch Other

Field	Description
Branch Name	The branch name linked to the order.
WcCode/WSIB	The worker's compensation or work safety number for this position.
Account Manager	The account manager for the customer on this order.

Order Dates

Field	Description
Start Date	Date the order begins.
End Date	Date the order is completed.
Required	Displays the number of people needed to fill the positions on the order.
Placed	Displays the number of people already filling the positions attached to the order.
Schedule Status	The status of the order.

Shortcut

The Shortcut menu is a customizable set of four buttons that link to actions from the actions menu.

 

 

Status

Field	Description
Status	The status of the order.
Shift	What shift the order covers.
MarkUp	The mark up applied to the position when filled.

Order Rates

Field	Description
Type	The kind of rate the row contains.
Pay Rate	The rate at which the position is paid.
Bill Rate	The rate at which the customer is billed.

Note: Clicking on the order rate table opens a window to edit order rates.

 

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