Find, Group and perform bulk actions on Sales Orders
Sales Order List - need to know
The Sales Order List enables users to perform bulk search and processing operations to:
Progress Sales Orders through the fulfillment journey
Create Purchase Orders for Back, Drop Ship and Special Orders
Green, Orange, and Red indicators, together with statuses in the row reflect whether or not there is stock available for allocation, together with the allocation, accounting, and pick, pack ship status for each Order.
Sales Orders have an ‘on Back Order’ checkbox which is automatically checked by the Back Order generator. Users can run the Back Order generator from the Sales Order List (Action>Back Orders).
The user action ‘Create Back Order Purchase Order’ control scans the Order list for Sales Orders with a status of ‘not allocated’ or ‘partially allocated’ and creates Purchase Orders (Back Orders).
The resulting Back Orders are based upon the aggregation of the shortfall of stock. These Purchase Orders derive their Supplier details from the ‘Preferred Supplier’ table on the respective Item Master.
Each Sales Order’s ‘on backorder’ checkbox is checked during the backorder operation. The ‘Sales Order’ field on each Purchase Order generated is populated with either:
the Sales Order Ref #, where there is a one-to-one relationship between the Purchase Order and the Sales Order. The Sales Order ref number links to the Sales Order.
the word ‘Split’, where there is a one-to-many relationship between the Purchase Order and multiple Sales Orders. Clicking the link will display a modal box (pop up) that presents a list of the ‘linked’ Sales Orders.
The linked Purchase Order will appear in the ‘Transaction’ tab of each Sales Order.
Print Pick Lists
Print the Pick List by Item (Action>Pick-Pack-Ship)
Print the Pick List by Order (Action>Pick-Pack-Ship)
Drop Ship Orders
List Drop Ship Orders (Action>Drop Ship)
List Drop Ship Orders (Bill/Purchase Invoice received) (Action>Drop Ship)
List Drop Ship Orders (No PO) (Action>Drop Ship)
Create Drop Ship Purchase Orders from the selected Orders (Action>Drop Ship)
Create Invoices (Bill received) from the selected Orders (Action>Drop Ship)
Special Orders are used to order Items to be shipped to you and then shipped onward to the customer.
List Special Orders (Action>Drop Ship)
List Special Orders (No PO) (Action>Drop Ship)
Create Special Orders (Action>Drop Ship)
Create Invoices (Bill/Purchase Invoice received) from the selected Orders (Action>Drop Ship)