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Assign Items

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Once the order has been confirmed, it becomes available to the expediters to work with. 

To view orders ready for processing, click on the Orders in Progress menu item in the margin.  The following screen appears:



Orders showing a positive number in the "Unassigned Items" column have items which need to be assigned to someone to do the purchasing.  Only an Expediting Manager or Account Manager can carry out the assigning function.  (Account Managers can create users who are Expediting Managers.)  Items can only be assigned to Expediting Managers, Expediters, or the Account Manager for purchase.

Orders showing zero "Unassigned Items" are orders for which all items have been assigned for purchase, but not all items have yet been purchased.

As soon as all items from an order have been purchased, the order disappears from the Orders in Progress list.

Clicking on an order number in the above list will display the screen on which items are assigned to persons for purchase, as shown below:




While small expediters, or exploration companies without expediters, may assign all items for purchase to one person, many expediters spread the purchasing between a number of people.  CampControl allows ordered items to be assigned to different persons for purchase.

Once all possible assignments have been made, clicking on the Assign button will flag the assigned items appropriately, and they will appear on the Assigned Items list of whoever they were assigned to.  If any items are left un-assigned, as shown above, the Order will show a positive number when it is listed in the Orders in Progress list.

If any serious problems are identified on the order, the entire order may be returned to "draft" status by clicking on the Return to Draft button at the top of the page (button not shown in screenshot above).

As a  reminder for the Expediting Manager, the number of unassigned items is shown to the right of the Orders in Progress menu entry, as illustrated below:





See also