Enterprise - Utilizing Master Orders

What is a Master Order?

Master orders are ideal for customers who consistently request candidates for the same type of position. Inspired by a time in staffing where computers were not readily available, the master order allows your organization to quickly create records and focus on presenting candidates; they can be made to exact specifications and be copied over and over. 

This Article Covers:

  1. Creating a Master Order
  2. Locating Master Orders
  3. Copying Master Orders

Creating a Master Order:

Step 1: Create an order that includes the consistently standard information the customer requests for this type of order. Things like worksite, job title, job description, safety notes, financial details, and notes should all be entered.

*Note* Information added within the PO setup and interest codes pages can also be added to the master order. This information will pull into orders when the master is copied.

*Note* Do not enter a start date on the master order as every time the order is copied, a new start date should be entered (we do not want the start date on the master to copy over into new orders). For this same reason, users may not want to enter shift information on the master order if all shifts are staffed. 

Step 2: Update the status to master.

Locating Master Orders

Once your master orders have been created you can search for them by conducting an order search, based on the order status of "master":

The search will return all orders that have a status of "Master":

*Note* If  your database has large number of master orders in the system, you can narrow the search results by entering a customer name as well. 

*Note*  If you plan on copying master orders frequently, the best practice is to add "master order" search to your saved searches for the convenience and speed of finding master orders.

Copying Master Orders

Once the master order has been identified, to copy it expand the actions menu and select to copy order:

You will be asked to confirm that you wish to copy the master order:

Selecting yes will copy the order exactly except:

  • The required number of the new order will default to 1
  • The status of the new order will default to unfilled

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