Description

This document explains how to combine Sales Orders within the WMS.

WMS only Combines user-selected Orders based on the selection option.

Combined orders can not be undone.

Detail Steps

COMBINING ALL ORDERS FOR A CUSTOMER

  1. From the Sales register, highlight (single click) one sale order with the status of RTP or NSA for the customer.

  2. Right-click

  3. Select the option desired, either all of the customer's orders (NSA and RTP) or RTP orders only.

  4. The new sale order is recorded and opened for viewing on the screen.

  5. The purchase order, invoice number and comment from the original sale is inserted as a comment line above the inserted stock lines.

  6. Update the order as desired and select Update sale order to continue.

***Note - Promised Dates and Order Dates of orders must be dated prior to today's date for orders to be combined - others will be ignored.


COMBINING A SELECTION OF ORDERS

  1. From the Sales register, highlight (single click) each sale order you wish to combine whilst holding the control key; all orders must-have status of RTP or NSA.

  2. Right-click select Combine

  3. Select the option "Selection".

  4. The new sale order is recorded and opened for viewing on the screen.

  5. The purchase order, invoice number and comment from the original sale is inserted as a comment line above the inserted stock lines.

  6. Update the order as desired and select Update sale order to continue.

***Note - All chosen orders will be combined regardless of their order or promised dates.

SETTING COMBINE PREFERENCES

  1. Log in as Superuser

  2. Go to Options > Preferences >Sales Tab.

  3. There are two options;

  4. Convert Combined orders to quotes. This will save your combined orders to quote for future reference to original orders.

  5. Combine RTP Orders includes Non-Inventory Items - This option will move non-inventory and comment lines onto the combined invoice in addition to your selection.


RULES

You may only select one customer and order from one Location at a time.

Kits will not be combined. Instead, they will remain on the original sale.

Combined orders can not be undone.

For convenience, pricing is copied over from the original sale but should be checked. (For orders containing combined tax exclusive and inclusive pricing, Foreign currency or where payments have been applied - Pricing should be checked thoroughly and corrected as required, payments may need to be re-entered).

Related Information

None