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.
If you Commit an Order, this will be added to the warehouse submissions. Should you then use the Unallocate option in Deliver Orders 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 inform the warehouse directly to cancel the order.
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.
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 |
|
|---|---|
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. |
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. 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 un-allocate the lines waiting for the next time you run the allocation.