Order Management
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Purpose This procedure can be used to cancel (reverse) an in-transit Stock Transfer Invoice. The cancellation must take place before the stock is received at the Receiving Location and as such, will not work if the ‘Direct Delivery’ option was selected on the Stock Transfer Order. During cancellation, an Order is reverted back to its […]
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Inventory Control Order Management Purchasing
Where a product has been set up for some form of ‘Tracking’ (see related topic Inventory Tracking Overview), you are asked to enter tracking details for the quantity of the transaction being recorded. The entry of these details is generic across the system and is described below. The entry of tracking details is usually started […]
Purpose This procedure is used to change the Customer Order Number recorded against an invoiced transaction or transactions. It is provided to allow you to correct any errors made in the recording of the customers order number (their Purchase Order number) after the transaction has been completed. The same applies to a transaction (Sales Order) […]
Purpose This procedure is used to add or maintain the details of your customer’s product codes and to manage access to products and colours in the customer’s B2B e-Commerce portal. Customer Product Codes are a useful cross reference between your product codes and your customer’s product codes. When invoices are generated, the customer’s product code corresponding […]
In Online Advantage it is possible to enable a detailed level of tracking on inventory items on a Product by Product basis, or, if required, on selected Inventory items i.e. a Product stocked in a specific Stock Location. These tracking options allow you to record a level of additional details with each transaction to assist […]
Purpose This procedure is used to enter or adjust the details of Customer Returns that are used to raise Credit Notes in the system. Credit Notes are for processing returns from customers where products are returned to stock, or for damaged goods that are usually written off from inventory at the same time as processing […]
Purpose This procedure is used to despatch and invoice an existing order individually without having to go through the order run processing procedures or picking docket processing routines. You can perform a complete or a partial despatch, add additional product items to the original order, substitute one item for another, add service charges, and change the details […]
Purpose This procedure is used to enter or modify the details of despatch dockets that were issued manually. Details of these despatch dockets must be entered before an invoice can be produced for the delivery. Typically this function is used for the “post processing” of a delivery docket that has already been manually completed. Data […]
Purpose This function can be used to enter or adjust Stock Transfer and/or Customer Back Orders. Back Order items are usually generated by the Order Run Processing or Picking Docket Processing routines when the order quantity required cannot be delivered on the first attempt and so the remaining quantity ordered stays on back order until […]
Purpose This procedure is used to generate Picking Dockets for outstanding Customer & Stock Transfer Back Orders that are waiting to be picked by using Purchasing Shipment Receipt details as a means for the system to target the items being processed. Typically, this procedure would be used after receipting a large shipment or shipments. This function […]
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 […]
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 […]