Table of Contents

Overview

Once a configurable Package is accepted it becomes a configured order.

An 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

Sales Order lines are updated to plan once a delivery has been attached

Delivery details may be attached to any item or service on the order

Fabrications

Fabrications are a service provided either internally or externally.

Franchisors may insist some (or all) fabrications are ordered on suppliers by the Franchisor - this ensures consistancy, provides leverage with a supplier and that standards are being met

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