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Overview
Once a configurable quote Package is accepted it becomes a configured order.
An order .
The Order manages the following processes
- Sourcing stock
- Your stock
- From your Franchisor
- Direct delivery from suppliers (who pay your franchisor)
- Tracking stock deliveries / pickups
- Tracking services to be fulfilled (Plan to Delivered statuses)
- Suppliers who fulfill a service on site
- Suppliers who fabricate items for the order
...
lists items and services that are to be supplied.
Items and services are sourced and deliveries planned using the sales order.
Once an order line is both sourced and has a delivery plan - it moves from "configuring" status to "Plan" status
A summary across all orders is seen in the demand dashboard - the Action Required Tab provides focus on those items requiring action.
When the order is first created by accepting a Package
To View All Attachments
Attachments may be added.
Attachments may be linked to order lines or the overall order header. Attachments added during the configuration quote or package stage will be visible once an order.
Create Delivery Events
In order for the system to plan the required stock items - the planned delivery date is required for each item. It is common for muliple deliveries to be required to a site that may depend on the progress of site works.
Multi select to link multiple lines to a single delivery event (or do each line separately)
Delivery Event Details
Agents have Calendars - this event will be placed into their calendar.
Pickup and delivery dates may be different - they are used to manage sourcing
Delivery Events are linked to Sales Order Lines
View the calendar of any delivery person
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