Order Management
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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 […]
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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 […]
2 Comments on Order Entry
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 […]
Accounts Receivable Library Order Management
Before allowing a Sales Order Entry to be processed through the Order Management system, a ‘credit check’ is performed on the customer’s account. The following outlines the logic of the credit checking ‘rules’ used: If the customer’s credit flag is not ‘Credit Approved’ i.e. is ‘Stopped’, ‘Held’ or ‘Unapproved’, the order goes on credit stop If […]
Purpose This function is used to upload Stock Transfer invoices. This is an alternative way of creating a transfer invoice through data entry via the ‘Manual Despatch’ 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 […]
Purpose This function is used to upload Customer Sales ‘Invoices’ into the system. This is an alternative way of creating an invoice by entering the data into the ‘Manual Despatch’ function. Using this method a “spread-sheet” style tool can be used to create a data file with a list of products and quantities sold to […]
Purpose The ‘Other Charges’ tool is designed to provide you with a mechanism to have “service” type charges automatically added to transactions based on set rules that you specify in this function. It can be used to apply additional charges to sales orders or invoices depending on certain thresholds and processing activity. It can also […]
Purpose This procedure is used to enter the default customer details according to a specific branch. These details are the mandatory inputs held against a customer. The details entered here are used in Sales Order Entry when a user creates a new customer ‘on the fly’. Refer to Sales Order Entry for more details. It […]
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Stock Location. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Inventory Stock Location, that being the Location recorded to “receive” […]