The Engineer section displays order information for non-inventory orders.

Orders

There are different types of orders in Konnect:

  • Job orders: These are job-specific orders that are created for individuals to collect for jobs. They are created in Konnect HQ and are either assigned to an engineer in Konnect HQ or self assigned by the engineer in the Konnect App. For more information on the Konnect App see ByBox Konnect App.
  • Inventory orders: These are orders created for particular items that reside in your locker inventory. They also can be created in Konnect HQ or created by an engineer in the Konnect App as a self order. For more information see Working with Inventory.

You can use Konnect HQ to create and manage Orders to assign to individuals.

Viewing Orders

You can see all your job orders from the Orders screen in Konnect HQ.

To view job orders:

  1. Select Engineer > Orders.
  2. View all job orders.
  3. If necessary, filter the job orders by various fields:

Field

Detail

Status

Select one or none of the following:

  • Active Orders
  • Completed Orders
  • Cancelled Orders

Assigned/UnassignedSelect one:
  • Assigned to User
  • Unassigned to User

LocationEnter the location.
Start DateSelect the start date.
End DateSelect the end date.

Viewing Order status

You can view the status of any job order from the Engineer section.

  1. Select Engineer > Orders.
  2. Search for the order you want to view or scroll to find.
  3. Select the blue arrow beside the order.
    The status of the order appears in the middle of the screen. Order status can be Collected, Active, or Cancelled.

Creating an Order

You can create job orders either assigned or unassigned in Konnect HQ.

To create an unassigned job order:

  1. Select Engineer > Orders.
  2. Select Create Order.
  3. Select Assign Package.
  4. Select the box beside the relevant package from the Assign Packages list.
  5. Select Assign Packages.
  6. Select Create Order.
    The job order is now complete. It is available in the system and can be assigned to a user at a later time. This order appears in your Job Orders list.


To create an assigned job order:

  1. Select Engineer > Orders.
  2. Select Create Order.
  3. Select Assign Package.
  4. Select the box beside the relevant package from the Assign Packages list.
  5. Select Assign Packages.
  6. Select Assign User.
  7. Select the box beside the relevant user.
  8. Select Assign User.
  9. Select Create Order.
    The job order is now complete. It is assigned and ready for the user to collect. This order appears in your Job Orders list.

Editing an Order

You can edit existing job orders in Konnect HQ.

To edit an existing Job Order:

  1. Select Engineer > Orders.
  2. Select the blue arrow beside the order you want to change.

The Job Order page loads. You can do the following from the Job Order page:

Action

How To

Edit Order Identifier

  1. Select Edit.
  2. Update the Order Identifier field. 
    This field is now updated.
Change or Add User
  1. Beside the assigned user name, select Change User.
  2. Select the new user to assign. 
    The assigned user is updated.
Unassign User
  1. Beside the assigned user name, select Unassign User.
    The job order remains but is unassigned.
Remove Packages
  1. Select the packages you want to remove
  2. Select Remove Selected
    The packages are no longer on the Job Order.|
Assign Packages
  1. Select Assign Packages.
  2. Assign the packages you want to add to the Job Order.
  3. Select Assign Packages.
    The packages are assigned to the Job Order.

Assigning an Order

You can assign an existing order to a user in Konnect HQ.

To assign an order:

  1. Select Engineer > Orders.
  2. Select the blue arrow on the order you want to assign.
  3. Select Add User.
  4. Search for the user you want to add or scroll to find.
  5. Select the blue arrow beside the name of the user.
    The order is now assigned to that user.

Assign a Package to a User

You can assign a package to a user in the Konnect HQ.

To assign a package to a user:

  1. Go to Activity.
  2. Find the Activity using any field, such as a barcode or tracking number.
  3. Select the Doors/Profile page for the order.
  4. Select Contents.
  5. Select Assign to User to assign the package.

If you do not know the barcode but know the location of the package:

  1. Select on Core > Locations.
  2. Select on the appropriate Location.
  3. Select on the appropriate Door.
  4. Select on the Contents tab.
  5. Beside the appropriate package, select on Assign to User
  6. Select on Submit.