Track merchandise and service details
Use Ordered & arrived to follow merchandise already listed on the statement.
- Open the case and go to Ordered & arrived.
- Select Track an item and choose the statement item.
- Enter the available order, supplier and progress details.
- Save and update the entry when the item arrives.
If the item is missing from the picker, check the statement before adding another tracking entry. Recording progress does not place an order with the supplier.
Military service
Use Military service → Record service to enter the service details needed for the firm's forms and arrangements. Check them against the discharge record; Read a DD-214 can help populate fields but still needs review.
Coordinate honours, flags and other arrangements with the relevant provider. A saved military record does not submit a request to an outside organisation.
Use the schedule for service times and staffing, and Waiting on for unconfirmed supplier responses.