This covers any orders you place where you are taking the items from the stock holding.
If you are delivering direct you should look at Back to Back orders and when you are ordering specifically to fulfil a requirement, such as EP orders or broking, then you should use the Advanced Orders functionality.
Some Below are some videos are below which should help you to understand how to enter a new order onto the system.| Tip |
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YouTube video
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Watch this first - showing the basics
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Discussing the additional order options
Order Options - YouTube |
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Sending underbond or duty-free orders, watch this video for the additional entries needed for this type of order to a standard order Underbond Orders - YouTube | | Widget Connector |
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To see how to complete the tabs go to the /wiki/spaces/VC/pages/552665142 pages
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| title | Order Underbond Types |
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This is an explanation of order types which are shown when you uncheck the Excise Paid option on the sales order:  Image AddedUnderbond Type Underbond Type | Description |
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U | UK Underbond order, sending goods to another UK approved warehouse | X | Export - Goods leaving your home country and being exported (if you are in the UK this only applies to movements outside of the EU -
this will change on 31/10/2019) | E | EU Underbond order, sending the goods to another EC approved warehouse or consignee (you will need a temporary registered consignee to be created if this is to a personal address and a duty prepayment certificate) | D | Diplomatic Order - no duty is paid Ensure you have a C426 for this order type | V | NATO, Armed Forces, Visiting Forces order - no duty is paid | O | Other Duty Free use - this is not normally used however you can use this to process losses in store to ensure no duty is charged to the warehouse | T | Transfers within the warehouse (read the note on Type R before selecting this) If you are sending goods to another account located within the same warehousing group | R | Use this option when you are transferring stock from your main trading account into a customers paid reserve account. We generate a pre-advice for this stock arriving in the reserve account where we store the customers reserve code and how much they paid for the stock. | K | NI Underbond Movement | A | Navy order under bond type - These require the stock to be sent with underbond pricing but the invoice will be raised with VAT on the product sales price. |
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 Image AddedOrder Date You cannot change this date, it will always default to the current date as will all the fields, changes to them are only necessary where you want a fixed delivery date OR you wish to release the order for picking after a specific date. Booked Date The date you wish the item to be delivered, if you wish this to be transmitted to the warehouse you need to tick the fixed booked date field Release Date This is the date you wish to send the order to the warehouse, it will only appear in the allocation screen when this is the date or we have passed the date. Not sending the order will allow you to edit it until you need to send it to the warehouse and reduce the risk of the warehouse accidentally releasing the stock and sending the order. Held Until This is the date that the order will be held until the stock is held for this order and the stock will be available after this date for other orders. After this date, The order will be cancelled automatically by the system. But the user will be informed via email, But it sends emails based on the 'Expiring Order Warning Period' against the Sales Team.
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This will work only if the user logged in should be a part of sales team and ‘Max Hold Release’ check box against the sales team is checked. |
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