TABLE OF CONTENTS
- Add New Customer Order
- Add New Customer Order Line
- Edit Customer Order
- Edit Customer Order Line
- Delete Customer Order
- Delete Customer Order Line
- Import Data From Excel Template
Users can create and maintain the customer orders in the system which supports multiple warehouses for customer order. The Customer Orders (CO) list contains the collection of all customer order lines. CO must be in this collection to be available from the drop-down list. The customer order states the item, the quantity demanded, due date for the order. The fields in the CO form are:
| FIELD | DESCRIPTION |
|---|---|
Customer Order Header | |
CO Number | A CO Number uniquely identifies a customer order |
Customer Code | Customer of the order (Must exist in Customers master) |
Address | Shipping address |
| Shipping Zone | Designated shipping area for logistics planning. |
Notes | Remarks on the CO |
Status | Current status of the order. Open: CO line is still in process. Line is not completely shipped. Completed: CO line fully shipped |
Due Date | Expected date for order fulfillment. |
Salesperson | The person responsible for managing the sales transaction with the customer. |
Customer Order Line | |
CO Line | Sequence number of the item in the order. |
Warehouse | Identifier for the warehouse from which the item is to be shipped. (Must exist in Warehouses master) |
Item | Item that is ordered by the customer (Must exist in Items master) Automatically set to "NON-INV" and disabled when "Non Inv Item" is selected. |
| Non Inv Item | Select this field for non-inventory item. |
Description | When the "Non Inv Item" checkbox is selected, the Item Description field becomes editable and requires the user to manually enter the description for the non-inventory item. If the checkbox is not selected, the Item Description field will be read-only and will automatically populate based on the entered Item Number. |
UOM | Order line item’s unit of measurement (Must exist in UOMs master and UOM Conversions master if is not an item’s base uom) |
Status | Current processing status of the line item. Open: CO line is still in process. Line is not completely shipped. Completed: CO line fully shipped |
Due Date | Date by which the item needs to be shipped. |
Qty Ordered | Quantity of the item ordered by the customer. |
| Qty Required | Total quantity remaining to fulfill the CO line. (Qty Ordered - Qty Shipped + Qty Returned) |
| Qty Allocated | Total quantity allocated from Allocation. |
| Qty Shortage | Total quantity unallocated. (Qty Required - Qty Allocated) |
| Qty Picked | Total quantity of the item that has been picked. This field is updated by the CO picking and Pick List pick transaction from the mobile application. |
| Qty Shipped | Total quantity of the item already shipped. This field is updated by the CO Shipping transaction from the mobile application. |
Qty Returned | Total Quantity of the item returned by the customer. This field is updated by the CO return transaction in the mobile application. |
Add New Customer Order
Case: Adding a new Customer Order record.
1. In the Customer Orders List form, click the Add button.
2. Fill in all required fields.
3. Click the Add CO Line button to continue.
4. Fill in all required fields in the CO line.
5. Click the Save button to complete or click the Save& Add New Line button to add another CO line for the same CO.
Add New Customer Order Line
Case: Adding a new Customer Order line on an existing Customer Order.
1. In the Customer Orders List form, click the CO Number (highlighted in blue) which needed to add a new CO line.
2. In the View Customer Order form, click on the Add CO Line button.
3. Fill in all required fields in the CO line.
4. Click the Save button to save the CO line or click the Save & Add New Line button to add a CO line to an existing CO.
Edit Customer Order
Case: Editing an existing Customer Order.
1. In the Customer Orders List form, click the CO Number (highlighted in blue) to make modifications.
2. In the View Customer Order form, click on the Edit CO button.
3. In the Edit Customer Order form, update the fields you wish to change.
4. Click the Save button to complete the editing.
Edit Customer Order Line
Case: Editing an existing Customer Order Line.
1. In the Customer Orders List form or View Customer Order form, click the Edit button of the CO Line to make modifications.
2. In the Edit Customer Order Line form, update the fields you wish to change.
3. Click the Save button to complete the editing.
Delete Customer Order
Case: Deleting a Customer Order.
1. In the Customer Orders List form, click the CO Number (highlighted in blue) to delete.
2. In the View Customer Order form, click on the Delete CO button.
3. Click the Yes button to confirm the deletion, otherwise, click the Cancel button.
Delete Customer Order Line
Case: Deleting a Customer Order Line.
1. In the Customer Orders List form or View Customer Order form, tick the checkbox for the line you wish to delete.
2. Click on the Delete button.
3. Click the Yes button to confirm the deletion, otherwise, click the Cancel button.
Import Data From Excel Template
1. In the Customer Orders List form, click the Import button and select the Excel file to import.
Note: Visit here and download the file "04-Import Templates" to import data. Kindly refer to the Opening Balance Migration guide for the file importation rules and constraints.
2. Click on the Import button.
3. Ensure the success message is displayed at the top right. Users can check the status and log file from the Background Task.