🎆Direct Orders

Direct order is the sale of goods directly to your customers which are being fulfilled directly from the supplier. The stock does not come into the warehouse it is shipped directly.

Definition

Direct orders are also known in the wine industry as Ex-Cellar orders.

Direct Order

Warehouse

A hidden warehouse is used within Vision Commerce to facilitate these orders, this warehouse should never be visible. If you see this warehouse with stock please contact support. 

When you generate an ex-cellar order it works similar to a standard order except you will be required to enter a purchase order tab and fill in the information relating to the purchase.

Allocation and Receiving

Allocation and Receiving

You do not need to allocate or commit the Ex Cellar order. 

Instead, once the order is saved you should open the Purchase Order and review it and amend it as necessary.

Then you can receipt the Purchase Order, which is usually done when the supplier or producer confirms the despatch of the stock.

Once the stock has been receipted on the Purchase Order the Ex Cellar Sales Order will be available to invoice via Pending Invoices.

At any point in this process, you can receive the invoice from the supplier or producer.

Once the Purchase Order is receipted, the sales order will be automatically marked as allocated and completed.

Important Points to Note - Returns and Credits

As Stock has not passed through your warehouse if you do need to take the return of Stock from your Customer and/or return Stock to your Suppliers you will need to do so by receipting Stock into your Warehouse and sending Stock back to your Supplier by manually creating Purchase Orders and Sales Orders.
 

Financial Credits should be processed using Financial Only Orders using the Credit Option. 





Copyright Ontech Solutions 2017-2024. All rights reserved, no part may be replicated or distributed without the express permission of the owner.