Once you have placed your En Primeur (EP) Sales Order, you will need to Allocate |
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the Stock |
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to it, it can then be sent to |
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your Warehouse |
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if required. |
You will need to select from the drop down which Campaign |
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you wish to Allocate |
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the Orders |
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for. |
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|
The screen will show all Orders |
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that require Allocation, but you can use the following search fields to set criteria to search for. |
Filters Section:- |
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| Field Name | Description | Field Limits and Notes |
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| Sales Order No. | If you wish to search for just a specific Sales Order. | F11 or enter the Sales Order Number manually. |
| Customer A/C | To search for all Orders for a specific Customer. | F11 or enter the Customer Account Code manually. |
| The Customer Name for the above Customer Account Code. | This field populate from the Customer Account Code. This field Cannot be Changed here. | |
| Product Code | To search for all Order for a specific Product. | F11 or enter the Product Code manually. |
| The Product Name for the above Product Code. | This field populate from the Product Code. This field Cannot be Changed here. | |
| Release Date To | To search for Order only up to a specific Date. | Use the calendar drop down to select a Date. |
You will then see the following details. | ||
Results Section:- |
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| Field Name | Description | Field Limits and Notes |
|---|---|---|
 | Clicking this button will Open the Sales Order. | Button. |
 | If you only wish to Part Allocate the Order, clicking this button will Open a Part Allocate Screen. | Button. |
| Order No. | The Order Reference Number. | This field Cannot be Changed here. |
| Bond Type | Select the Bond Type from the drop down list. | You cannot Allocate the Order unless you have select a Bond Type. |
| W/H Group | The Group that the Warehouse belongs to. | This field Cannot be Changed here. |
| Account | The Customer Account Code. | This field Cannot be Changed here. |
| Account Name | The Customer Account Name for the above Customer Account Code. | This field Cannot be Changed here. |
| Booked Date | The Booked Date from the Order. | This can be amended if required. |
| Rel Date | The Date the Order is due to be Released. | This can be amended if required. |
| No. Lines | The Number of Lines on the Order. | This field Cannot be Changed here. |
| Item Weight | The Total Weight of the Order. | This field Cannot be Changed here. |
| Delivery Method | The Delivery Method for the Order. | This can be amended if required. |
| Delivery Service | The Delivery Service being used for this Order. | This can be amended if required. |
| Pick Group | The Pick Group for the Order. | This can be amended if required. |
Del Time 1 | The Earliest Delivery from Time. | This can be amended if required. |
Del Time 1 | The Earliest Delivery to Time. | This can be amended if required. |
Del Time 2 | The Second Delivery Time from. | This can be amended if required. |
Del Time 2 | The Second Delivery Time to. | This can be amended if required. |
| Inv Only | If you do not want send this to the Warehouse then click this option. This will raise the Invoice to the Customer for the Duty and VAT element. | No file will be created for your Warehouse. |
| Direct Coll | If the Customer Picks the goods up from the Supplier directly you can tick this box. NB:- Please note as sale took place in the UK the customer should be paying the VAT and EXCISE element which when this is ticked would not be invoiced. | If you tick this no VAT and Excise will be Invoiced. |
| Generate Delivery Note | If you wish to Generate Delivery Notes. | Tick box. |
| Generate Invoices | If you wish to Generate Invoices. | Tick box. |
If you only wish to Allocate | ||
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some Orders, then highlight the Orders |
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you wish to Allocate |
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and click Allocate Selected. Otherwise click Allocate All. |
| Part Allocate Section:- | ||
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| Field Name | Description | Field Limits and Notes |
| Warehouse | TheWarehouse where the Stock is located. | This field Cannot be Changed here. |
| Product Code | The Product Code from the Order. | This field Cannot be Changed here. |
| Description | The Description of the above Product Code. | This field Cannot be Changed here. |
| Rotation No. | The Rotation Number of the Stock. | This field Cannot be Changed here. |
| Singles/Unit | The Number of Singles Per Unit. | This field Cannot be Changed here. |
| Ordered Qty | The Quantity of Stock Ordered. | This field Cannot be Changed here. |
| Units Alloc | The Number of Units you wish to Allocate. | Numerical field. |
| Singles Alloc | The Number of Singles you wish to Allocate. | Numerical field. |
Once you have entered the Quantity you wish |
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to Allocate, click Allocate All or Allocate Selected. |
Once you have Allocated |
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your Orders, click on commit which will send the Orders |
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to the Warehouse Submissions |
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ready to be sent to your Warehouse. Unless you have clicked on Invoice Only. |
At this point the Stock |
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is no longer Available |
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to be Allocated |
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to any |
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other Orders. |