Sales Order ⛭
Configure the Sales Order
See Ref #
Ordering and insufficient stock levels
Saving with insufficient stock | Presets the default ‘save’ behavior of the Sales Order. See below 'Allocation Automation options'. |
Issue warning before saving | When checked the system will warn the user if there is insufficient stock to fulfill the order. See below 'Insufficient Stock warning'. |
Kit Items: Allow for partial allocation. | If a Kit is present on the order, the system will only allow the creation of the corresponding Shipment if all of the Kit Item BOM SKUs are available. This control overides this therefore allowing the partial shipment of the Kit BOM. |
Allocation automation options
| Options | Notes |
|---|---|
Do not allow document to be saved | Prevents order completion. |
Do not allocate any available stock | Document is saved, no stock is allocated. 'Allocation Status' is set to 'Not Allocated'. |
Allocate any available stock | Document is saved, available free stock is allocated. 'Allocation Status' is set to 'Fully or Partially Allocated'. |
Over allocate stock | Don't use this. |
Insufficient Stock warning
The system will display the following options if there is insufficent stock and the 'Issue warning before saving' config is checked.
The user then has to choose an option then save.
| Option | Effect |
|---|---|
Do not allocate any stock | Do nothing, set/keep the order 'Allocation Status' to Not Allocated. |
Allocate any available stock | Allocate any free stock. Set/keep the order 'Allocation Status' to Fully or Partially Allocated. |
Over allocate stock | Don't use this. |
Manually edit allocation | Set the Allocated column on the line Item Table to be editable. Enter the quantity of SKUs you want to allocate. |
Dropship / Special Order
The purpose of this control is to determine where the unit cost is inherited and applied from, specifically:
| Option | Notes |
|---|---|
Sales Order | The arbitrary cost on the Sales Order. A typical use case is where you are brokering the sale of an Item. You agree on a cost with the supplier, back to back with agreeing on a cost with the end customer. |
Unit Cost (from preferred Supplier) | The unit cost specified by you on the respective Item Master |
Unit Cost (from Item) | The unit cost specified on the preferred supplier table located on the Purchasing tab of the respective Item Master. See 'Preferred Suppliers’. |
Creating Invoices / Cash Sales
Do not inherit the X Rate | When not set this control forces subsequent Sales Invoices and Cash Sales to inherit the FX rate specified on the respective Sales Order. |
Invoice only fully shipped lines | When set prevents the selected row being inherited by the Sale Invoice if all of the Items have not been shipped. |
Invoice non-allocated lines | When set, users can create Sales Invoices and Cash Sales from orders that have line items that have not been allocated. The status of the Sales Order will remain 'Open' until all line items are allocated and shipped. Once all items have been allocated and shipped, the status will change to 'Fulfilled'. |
Edit Line Items
Prevent users from altering the Document if a Sales Invoice has been created.
Approval
Sets the default state of the Sales Order to ‘Not Approved’. This control overrides the user’s permission to auto-approve the Sales Order on creation.
Line Item table columns
To hide or display columns on the screen, open your preferred Template and configure the columns using the checkboxes.
The ‘In Shipping’ and ‘Shipped’ columns reflect the activity on child Shipments. These columns cannot be configured.
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