This screen is used to allocate En Primeur Sales Orders once the Stock has arrived.
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This screen can currently be found under the Deprecated menu in the application in preparation for future changes. |
When choosing to Allocated En Primeur Sales Orders, you will first need to select which campaign the stock will be coming from on the menu options.
The list of Orders available to be allocated will only
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include those that were created against the chosen Campaign.
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Buttons at the bottom of the screen:
Click the Send to Carrier button to send the selected Orders to your Carrier.
Click the Commit button to commit any Orders that you have allocated stock to.
If you make a mistake and need to un-allocate stock, you will need to do so from the Deliver Orders screen.
See the Deliver Orders page for more information.
Click the Close button to discard any un-committed allocations and close this screen.
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Filter Section:
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Enter a Sales Order No correctly if you know it or press F11 to search using the Navigation Panel.
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Enter a Customer Account Code correctly if you know it or press F11 to search using the Navigation Panel.
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Enter a Product Code correctly if you know it or press F11 to search using the Navigation Panel.
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Enter a date in the correct format (dd/mm/yyyy) or click the button with the inverted triangle to choose a date using the Date Picker tool.
Only Orders up to the the Release Date To field will be shown in the results list.
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Results List Section:
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Click the View button against an Order line to see the Sales Order in more detail.
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You will need to click into the Bond Type field of any Order you want to allocated and click the button with the inverted triangle and select the correct Bond Type for the Order from the list.
If you have Orders that you with to Invoice but not submit to the Warehouse, make sure the Inv Only field is checked.
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Check the Generate Delivery Notes field (below the results list) if you want to Generate Delivery Notes when the Allocated Orders are Committed.
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Check the Generate Invoices field (below the results list) if you want to Generate Invoices when the Allocated Orders are Committed.
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To Allocate some but not all Orders, highlight them but clicking in them (use CTRL click to highlight multiple lines)
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Click the Allocate All button to attempt allocate all the lines in the results list.
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Order Lines Colours:
Orders that have fully Allocated will show Green.
Orders that have partially Allocated will show Yellow.
Orders that have not Allocated will remain White.
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Once you have finished Allocating Orders click the Commit button to complete the Process.
See the Buttons at the Bottom of the screen section above for more details.
Click the button with the inverted triangle and select from the list in the Use Carrier field.
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The following links show pages relating to Sales Order Processing in general:
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Commitment at this point shows the stock as “allocated” and once you complete this process,
if you are sending files to the warehouse, you will be able to submit those after you press COMMIT.
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If you COMMIT an entry will be added to the warehouse submissions, should you then use the UNALLOCATED option in Deliver Order you need to also go into warehouse submissions and mark the order to be ignored OR if you have already sent to the warehouse you need to tell the warehouse. |
You are also able to obtain parcel carrier numbers from this form, if this is licensed select the items to go to the carrier, and press “Send to Carrier” (details of how this work appear in the carrier module pages) after this is done the consignment field will not be blank.
Options on the Line
INV Only | If you select this box the stock will be allocated and automatically deliver confirmed sending it straight to the invoice stage of the process You should use this if you are processing an invoice for the warehouse for losses in store where the stock has already been despatched and you do not with to send the warehouse a new submission file |
Closing the Form
Closing the form will automatically unallocated the lines waiting for the next time you run the allocation