Creating a New order
You can create orders for any SKUs you have in stock. When creating a new order, the first step is to select the contract, this will open the information fields such as the order details, consignee detail and the Stock Line box. These can be filled in to provide the correct information for the order to be processed.
Below is the information that can be provided when creating an order:
Order Details
- Reference - A unique reference assigned to the order. It cannot be repeated on a new order but can be left blank if not applicable.
- Carrier Service - This can be used if you have set them up in shipping.
- Other options - Select options like Multiple Consignment Orders or Back Orders based on your requirements, especially useful for handling expected goods.
Consignee Details
- Mandatory Fields - Fill in the consignee's Name, Town, and Postcode.
- Lookup - this will look up any previous addressed you have used in the system.
- Toggle options Fields - This optional field can be filled out for additional details as needed
Stock Line
- Add stock line - Click this button to initiate the entry of stock details.
- SKU - Add the SKU code and select the corresponding SKU from the dropdown list.
- Serial Number - If the item is serialized, input the specific serial number.
- Lot Number- Specify the lot number if the stock needs to be pulled from a particular lot imported into the system.
- Quantity - Indicate the quantity of stock to be sent out.
Once an order is submitted successfully it will appear in the Pick and Pack screen.
Step by Step Guide
1. Click on ORDERS.
2. Click on Create Order.
3. Enter and select the Contract.
4. Enter a Reference, this needs to be unique to any reference sent on the contract before.
5. Select a carrier service.
6. You can enter basic information to submit the order.
7. If you want to fill in the full consignee details select Toggle optional field
8. Once you have selected the toggle optional field you are able to impute more details like special instructions and Purchase order
9. Enter the consignee name.
10. Consignee Email
11. Consignee Telephone
12. The Company name
13. Enter the address details
14. if needed you can allow despatching in multiple consignments
15. If this is a back order then select back orders, this will hold the stock until expected stock arrives.
16. Click on ADD STOCK LINE
17. Add your first SKU.
18. You are able to enter a specific Serial Number if needed.
19. If you are picking from a specific location you can select this here.
20. If the SKU item is part of a specific lot yo can set this here.
21. Set the Quantity.
22. You can add additional Lines by selecting Add Stock Line.
23. Once al stock lines have been entered you can Submit.
24. This will create your order and you can click ok.
25. If you move to Orders.
26. Click on Pick & Pack.
27. You will find your order in the list ready for picking.
