Orders require the items to be allocated in order to fulfill them, this is effectively confirming the order will be despatched and commits the stock to the order.
If you have entered the order manually then you will see the order here, and if you are using the web interface and you have no credit issues then the order will also be here, which allows you the ability to check and correct as you require.
Commitment at this point shows the stocks 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 either of the Commit buttons.
| Note |
|---|
If you Commit an Order and the warehouse is setup for warehouse submissions, this will be added to the warehouse submissions and could be automatically sent to the warehouse. Should you then use the Unallocate option in Deliver Orders you need to also |
...
ensure that the submission is marked as DO NOT SEND or that you contact the warehouse and arrange for the order to be |
...
cancelled as it WILL resubmit the entire order again if you allocate for a second time. |
| Table of Contents | ||
|---|---|---|
|
Automate Allocations
This is possible and a number of available options are available, this would remove any requirement to enter this screen or make it only necessary for selected orders.
Important Restrictions
| Note |
|---|
Only one person should be allocating orders for each warehouse group at any one time. More than one person committing could result in duplicate orders being committed and quantitys being doubled. |
Allocation Filtering
The Warehouse Group is able to set to a default in the background, if you wish for this please contact the support team.
You have to select the warehouse group you wish to allocate orders for, alternatively you could select an individual order, an account number, or even a specific product code, by default the system shows all orders needing to be released up to 7 days ahead of the current day.
| Note |
|---|
Only one person should be allocating orders for each warehouse group at any one time. More than one person committing could result in duplicate orders being committed and quantitys being doubled. |
You can edit the following fields at this point:
Carrier (you can select multiple lines, select the used carrier, and then update).
WH Delivery Service (select from the list).
Picking Group (free entry text up to 6 characters).
Delivery Times (format hh:mm).
You are also able to obtain parcel carrier numbers from this form if this is licensed. To do this select the order and press the “Send to Carrier” button. Details of how these works are detailed within the carrier module pages. After this is done a consignment number is returned.
You can ‘Allocate All’ or ‘Allocate Selected’ orders.
...
Colour
...
Carrier Options
This is only applicable if your Vision Commerce system is setup with the parcel carrier gateway, whereby we can obtain carrier consignment numbers, print carrier labels.
Optional Features
Generate Delivery Notes
Generate Invoices
Generate Fulfullment Report
This is a report to the customer which is sent using email, and confirms to the customer the items which are being delivered on the order.
It will also show items which are not being delivered on the order, and on this output will also specify whether the items are on back order or whether the items are cancelled and will no longer be coming
Line Options
You can change a number of fields on the order lines or there are links to allow you to perform some functions for an individual order
Field | Explanation | ||
|---|---|---|---|
View Order | |||
View Allocations | Allows you to view the allocations made or allows you to enter new or modify the existing allocations made for each product line on the order. You can see what the system is unable to provide at this time. | ||
API ? | If the order has arrived from an external source such as your website through the API then this field will be checked. | ||
Booked / Release | These are the fixed booked date along with the release date. Booked date is when you want the items to be delivered and the release date is the date you wish the order to appear in the allocation menu for release to the warehouse for fulfillment. | ||
Pick Group | A warehouse feature allowing you to send this to the warehouse allowing the warehouse to group orders together or a provide a visual identifier to highlight a type or order. | ||
WH Delivery Service | If your warehouse offers different delivery services then this would be available in this drop down, e.g. Evening Delivery | ||
Carrier | If you are using the parcel carrier module then this can specify the parcel carrier for the order. | ||
DTimes 1/2 | Delivery Times From and To. There are two sets of times which can be sent to the warehouse, you do not require any to be completed or you can complete set 1 or sets 1 and 2.
| ||
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. | ||
Back Order | Will be ticked to highlight that this order was a back order. | ||
|
Commit / Allocation Options
Check Allocation
The process can look at a single order / many orders or all orders, in the first instance you should decide what you wish to allocate and then use the allocation option best suited for your needs
The system will then check all the orders and decide whether it can full the orders, a colour coding scheme is then used to identify those lines
Colour | Meaning |
|---|---|
GREEN | This order can be completely fulfilled and all lines can be allocated. |
YELLOW | Able to allocate only some of the lines on this order. |
WHITE | Unable to allocate any of the lines on this order. |
Commit Allocations
You then have to choose what you wish to do with the orders and for this we provide 5 different options to allow you to make global decisions and to speed up the process of allocation.
If you press the “Commit Selected” button the intention is to commit all the orders which are highlighted in green and yellow.
If you press the “Commit Green” button this will only commit the orders which are highlighted green.
If you press the “Commit Yellow” button this will only commit the orders which are highlighted yellow.
Yellow orders will only send the lines and quantities which can be fulfilled.
Commit sends the orders awaiting Confirmation of Delivery to the warehouse submissions (if this warehouse uses EDI submissions).
If you do not want to allocate everything then when you open this screen select the line and use the Allocate Selected and then when you Commit you will only be allocating and committing the items selected on that one order.
A warning will be shown about the risks with multiple allocators for the same warehouse group
...
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.
...
.
Closing the Form
Closing the form will automatically un-allocate the lines waiting for the next time you run the allocation.