Overview
Release to Dispatch releases an order from the Order screen so it can move forward into dispatch. Running this function updates the order's Status from blank to Ready.
Important: This function only displays on Pros with a blank Status field. Once a Pro has a Status (such as Ready), the Release to Dispatch button no longer appears.
When to Use Release to Dispatch
Use Release to Dispatch when you need to:
Move a non-released order into Ready status so it can be dispatched.
Confirm that all required delivery and appointment information has been entered before an order moves forward.
Identify what information is still missing on an order that cannot yet be released.
Accessing Release to Dispatch
Open the desired Pro/order in the Order screen.
Check the Status field in the Order Info panel — it must be blank for Release to Dispatch to display. (As below)
Click Release to Dispatch in the toolbar. (As below)
Note: If Status already shows a value, Release to Dispatch will not be available on that order.
Confirming the Release
Clicking Release to Dispatch opens a confirmation window asking the user to confirm the action. (As below)
Click Yes to continue releasing the order to dispatch.
Click No to cancel and return to the Order screen without making any changes.
Resolving Release Errors
If required information is missing from the order, a Cannot Release to Dispatch window displays instead, listing every item that must be corrected first. (As below)
Last Free Date Required for an Import
Delivery Appointment Date Required to Release the Order
Delivery Date Required to send EDI Appointment Update!
Delivery Time Required to send EDI Appointment Update!
Release Number Required to Release Order
Important: All listed items must be corrected on the order before attempting Release to Dispatch again. The order will not release until every required field has been filled in.
Click OK to close the error window.
Enter the missing information on the order as listed.
Click Release to Dispatch again to retry the release.
Confirming a Successful Release
Once the order releases successfully, the Status field on the Order Info panel updates from blank to Ready. (As below)
Note: A Status of Ready confirms the order has been released to dispatch and no further action is needed from Release to Dispatch on that order.