Orders - Accepting
Once a supplier has sent the goods the order will be in a dispatched state and will be the responsibility of the outlet team to accept the order.
Order can be either fully or part accepted, and once completed suppliers are able to issue an invoice.
Accepting Orders Topics
Accepting Entire Order
Follow these steps to fully accept an order:
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Select a Dispatched state order
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Click Accept Entire Order
Accept Entire Order will be unavailable until the actual delivery date. When accepting orders, Head Office users can overwrite the actual delivery date if delivery took place on a different day than expected
The order state will update and now be ready for the supplier to send their invoice
Accepting Part Order
If the order does not match the items delivered, for example quality / damage / incorrect item, or you have received more items than ordered. This action opens the Select (part-) lines to dispatch screen where additional items can be added and outstanding quantities can be put on a back order or cancelled.
Follow these steps to accept a part order:
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Select a Dispatched state order
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Click Accept Part Order
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Adjust any items with an updated Quantity
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Select a Reason for adjustment
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Set the check box if the item should be reordered
If you leave this check-box blank, the remainder of the order will be cancelled.
Adjusting the quantity of a weighted item by part accepting an order, your stock system will be updated with the new weight and the difference between the dispatched and accepted weights will be raised as a variance. The Reorder check-box will be disabled. If you set the quantity of a weighted item to zero, you will be able to select the Reorder button to resubmit the same product order
Items set to be reordered will automatically add the item to the order basket
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Click OK
Accept Part Order will be unavailable until the actual delivery date. When accepting orders, Head Office users can overwrite the actual delivery date if delivery took place on a different day than expected
The order state will update and now be ready for the supplier to send their invoice
Cancelling an Order
An dispatched order can also be cancelled for all items.
Follow these steps to cancel an order:
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Select a Dispatched state order
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Click Cancel
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Enter a Reason
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Click OK