Order Management
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Purpose This procedure is used to generate Picking Dockets for outstanding Customer & Stock Transfer Back Orders that are waiting to be picked by using Stock Transfer Receipt details as a means for the system to target the items being processed. Typically, this procedure would be used after receipting a large stock transfer. This function will […]
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Purpose This procedure is used to generate Picking Dockets for outstanding Customer & Stock Transfer Back Orders that are waiting to be picked without checking if there is Stock Available as would normally be the case, depending on the ‘Check Stock’ System Options setting. The idea behind this function is to allow users to generate picking paperwork in […]
Purpose This procedure is used to generate Picking Dockets for outstanding Customer & Stock Transfer Back Orders that are waiting to be picked and can now be satisfied by the current Inventory levels. This function will create new Sale Order items from the back orders items that meet the criteria, allocate available stock to the […]
Purpose This procedure is used to generate Picking Dockets from outstanding Customer Sales Orders & Stock Transfer Orders that are waiting to be picked. This function will allocate available inventory to the order items, select the picking bin(s) needed to fill the order requirements, produce a Picking Docket and update the order status to ‘On […]
Purpose This function is used to record the receipt of stock as a result of an internal Stock Transfer Order. The order being received must have already been recorded as “despatched” from the issuing stock location in order to be available for receipt using this function. In other words, the Transfer Order must be ‘in-transit’ […]
Purpose This procedure provides the ability to make adjustments to consignment details after they have been printed, should a mistake have been made, or perhaps due to a change in despatch arrangements. Once adjusted the function allows for the reprint of the consignment note, getting the correct details on the new paperwork. Additionally should a […]
Purpose This procedure is used to enter and print despatch labels and carrier consignment notes for orders being despatched. This can be for a single Customer Sales Order or Stock Transfer Order, or for a batch or ‘run’ of orders that you require labels and con notes to be printed for. This function can only […]
Purpose This procedure can be used to ‘Adjust Picking Dockets’ after the physical picking of the items on an order has been completed, assuming of course that adjustments to the delivery quantities of the picking dockets are required. It is an alternative to the Adjust Picking Docket Quantities function. It has the additional benefit of allowing the […]
There are several ‘Order Processing’ functions that allow for the input of ‘Consignment Details’ for an order being despatched from a warehouse. These order processing functions all have common features when it comes to the consignment of a despatch. Those features, and the information required from the user for entry against an order is described […]
Purpose This function is used to upload Stock Transfer orders. This is an alternative way of creating transfer orders than via data input using the ‘Order Entry’ function. Using this method a “spread-sheet” style tool can be used to create a data file with a list of products & quantities to be used to create a transfer […]
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Purpose This function is used to upload Customer Sales ‘Orders’ into the system. This is an alternative way of creating orders to entering them via the ‘Order Entry’ function. Using this method a “spread-sheet” style tool can be used to create a data file with a list of products and quantities ordered to be used to create a customer […]
Purpose This procedure allows a Picking Docket to be reset back to its original Order Entry ‘Committed’ status. This function is typically used when a Picking Docket has been printed in error, or when your customer service people want to make changes to the order and produce a picking docket at some later time. NOTE: […]
Purpose This procedure can be used to ‘Adjust Picking Docket Quantities’ after the physical picking of the items on an order has been completed, assuming adjustments to the delivery quantities of the picking dockets are required. It is an alternative to the Adjust Picking Dockets function. It has the additional benefit of allowing the user to […]
Purpose Order Entry is the main creation and adjustment function in the Order Management system. It is the primary method used to add or edit Customer Sales Orders, internal Stock Transfer Orders, Customer Quotes and Draft Sales Orders. It also allows users to convert Quotes to Orders, convert Draft Orders to committed Orders, and build […]
Purpose This option allows you to add a ‘Quantity based Service Charge’ product to a Sales Order. A product is defined as a ‘service charge’ via the product classification of the Product Group it belongs to. Sales of Service Charges form part of the data available in the Sales Analysis system. A ‘Quantity based Service […]
Purpose This option enables you to add products to a Sales Order, Transfer Order or Quote as a line item with minimum input. It is used to add or adjust product line items, covering both Stocked and Non-Stocked inventory items. It is designed for fast keyboard entry where the minimum required inputs are the product and […]
Purpose This option allows you to add a ‘Service Charge’ product code to a Sales Order. A product is defined as a ‘service charge’ via the product classification of the Product Group it belongs to. Sales of Service Charges form part of the data available in the Sales Analysis system. In all other ways a […]
Purpose This option allows you to use ‘Add-on Charge’ products on a Sales Order. A product is defined as an ‘add-on’ via the product classification of the Product Group it belongs to. Sales of Add-on charges are tracked separately to other product sales and do not form part of the data available in the Sales […]
Inventory Control Order Management
Purpose This option enables you to create a ‘Non Inventory Product’ so that you can then use the new product on your current order as a sales order line item. This essentially allows you to quickly and easily create new products ‘on the fly’ without the need to leave the Order Entry function and go […]
Manufacturing Order Management
Purpose This option allows users to add ‘Jobbing Products’ to the system during Order Entry so that they can be ordered by a customer and processed through the system. Jobbing Products are custom manufactured products. Typically a variation on a standard manufactured product you are already making, but with changes to the requirement as specified […]
Purpose This option enables you to quickly create order line items based on an existing ‘Order Form‘. Order forms are in place so you can create pre-defined lists of items that are often ordered together. This may be because you have customers who order the same basic items time and time again, or because the […]
Purpose This option is provided to allow users to create a sales order based on the customer’s previous ordering transactions. This allow users to service customer requests like “I’d like to reorder whatever I purchase last month’. You can specify how many weeks history to use as part of the ‘build’ process. Once complete the […]
Purpose This option allows users to add a product to a Sales Order, Transfer Order or Quote as a line item. It is used to add or adjust product line items, covering both Stocked and Non-Stocked inventory items. This particular line item entry option is sometimes referred to as ‘normal product input’. It differs to […]
Purpose This option allows you to add ‘Text’ line items to an order. The text entered is free-form and multi-line input and has no restriction in terms of the total length of the text entered. Essentially this means there is no theoretical limit to the number of lines of text that can be entered in […]