A basic guide to processing orders with packaging options
This guide is intended to give you an overview of how to process an order in AccelGrid from creating a sales order to picking, shipping it, and finally invoicing it.
Creating a quotation or draft sales order
Go to Sales -> Orders -> Quotation and click on the Create button
Select a customer. The invoice and delivery address are automatically set to the customer address but can be changed if needed.
The pricelist and payment terms are automatically set based on the selected customer.
Click on Add a Product link to add a line item.
Select the product by typing in the first few characters of the product name, SKU, or vendor name.
Select a Packaging and input the Packaging Quantity.
The Quantity column is automatically selected based on the Packaging and the Packaging Quantity. This is the quantity “converted” to the smallest UOM for the product.
The packaging and packaging quantity columns can be left empty for service-type line items - Shipping charges for example.
The taxes are automatically pulled based on the selected product but can be changed if needed.
Repeat the steps to add more items to the order.
Click on Save.
Confirming an order
Click on the Confirm button to confirm the order.
Once an order is confirmed, some fields are locked and can no longer be edited. However, you will still be able to add new product lines. If you need to delete a product line on a confirmed order, the only option is to change the order quantity to 0. This has the same effect as deleting the product line, but can only be done if the order has not been marked as shipped.
Picking an order
Orders can be picked manually using the web or mobile application. This guide assumes that you will be using the web application to pick orders manually (without a barcode scanner)
A picking note is automatically generated as soon as you confirm the order. The picking note can be accessed using the Delivery icon on the order screen.
Inventory users can also access outstanding pickings that are ready (i.e. products are available in stock) using the Inventory -> Operations -> Overview menu (To Process button).
To view pickings that are waiting for stock, use the Waiting link.
The screenshot below shows a delivery order accessed using one of the methods described above.
The Detailed Operations tab on the delivery order screen only displays products that are either partially or fully available in stock. I.e. product lines that are not available in stock are not displayed.
The reserved and done quantities are displayed in the product’s inventory management UOM. i.e. the smallest UOM of the product.
Follow the steps below to mark the order as shipped:
If all products and quantities displayed on the Detailed Operations tab of the delivery order have been picked, simply click the Validate button to mark the items as shipped. If there are items that are not available at the time of picking, a confirmation dialogue to Create a Backorder is displayed.
You can also enter the picked quantities manually under the Done column of each product line in case the quantities shown under the Reserved column aren’t physically available in stock. To enter the Done quantities manually, click on the Edit button and enter the done quantities on each line by clicking on the line.
Invoicing an order
An order can be invoiced once you’ve picked and shipped it using the steps described above.
You’ll notice that orders that are shipped have the status To Invoice
Click on the Create Invoice button on the order to invoice it.
Click on the Confirm button to post the invoice.
