The warehouse submission screen allows you to send information to the warehouse via EDI file or through the API (this depends on your warehouse)
in this section
We can send Sales Orders, Pre-advices, and product codes to the warehouse, only items which have been committed allocated stock will appear in this list for submission if their warehouse group is set up to send submissions.
The standard process when dealing with a warehouse able to accept electronic submission is sales order → allocation → warehouse submissions → warehouse reply → confirm delivery (only if needed) → invoice
For simpler warehouses the process flow is sales order → allocation → (delivery note) → confirm the delivery → invoice
When you open the screen you simply select the warehouse group and you will be presented with a list of the submissions waiting to be sent to the warehouse.
Only warehouse groups marked as SEND TO WAREHOUSE will be shown in the selection box
To hide order that you wish not to send to the warehouse, you will be able to use the Hide Selected. You would need to select the orders first.
If you unallocate and allocate again, you might find that you have duplicates here so please use the Hide button.
Sending the file
The sending process is relatively simple, select the items you want to send and then press the Generate Sales Orders XML and the system will generate the file send it and confirm that it has been received at the other end.
The sending process is relatively simple, select the items you want to send and then press the Generate Sales Orders XML and the system will generate the file send it and confirm that it has been received at the other end.
At the same time should there be any pre-advices waiting to send or product codes the system will ask you if you wish those to also be sent, it makes sending them relatively easily.
If you choose to send them separately, their forms are similar to the orders and need no further explanation.
File or Submission Issue
In the event, there is an issue with a file or with an order you can resubmit this to the warehouse.
You should only use this function if the warehouse specifically requests you to do so. You are at risk of duplicating the data at the warehouse which could result in double ordering. The warehouse will not check if you choose to operate these functions so PLEASE be sure this is what you need to do.
You can choose to either
Re-Generate - which will recreate the entire file, select the file you wish to re-generate and this option will re-produce the entire file.
Extract a Selected order - which will provide you with a single order from the file, to use this select the file, and the order and extract selected will provide you with a new file only containing what you require
If you do not want an Order to be submitted to the warehouse you can use the Hide button to remove it from Orders Awaiting Submission. Once hidden from the list it will not show again. If you unallocate and re-allocate you need to remember the original submission will still be in the table and could potentially duplicate the lines, in this case hide the order for the second time otherwise lines will duplicate.
Pre-Advices and Product Codes
These forms are similar in operation to the order's submission, they will list what needs to be sent and you simply select what you want to send and press the Generate button.
Only pre-advices have the ability to resubmit, and this works in a similar way to the order resubmit screen, except you have to select each pre-advice you wish to resubmit individually.