'Sales order scenarios'
- 17 Jun 2024
- 14 Minutes to read
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'Sales order scenarios'
- Updated on 17 Jun 2024
- 14 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
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With this table, the behavior of the processing of sales orders can be influenced. The following fields are present:
General tab
| Code | Unique code of scenario |
| Description | |
| Expired | An expired scenario will no longer be displayed when creating new sales orders. This assigned scenario will still exist and be supported on existing sales orders until the sales order is mutated and a different scenario is chosen. From that moment on, this scenario will no longer be displayed again when reopening that sales order. |
Longtail tab
| Automatically order from longtail supplier if sufficient stock | >TODO investigate |
| Directly finalize supplier purchase orders | >TODO investigate |
Interbranch tab
| Directly finalize interbranch orders | > TODO Investigate |
| Include when generating an interbranch purchase order from sales orders | > TODO Investigate |
| Interbranch supplier | >TODO Investigate |
| Split created purchase orders per department | >TODO investigate |
| Automatically ordering from other locations | >TODO investigate |
Sales order tab
| Required field set | When creating a sales order, the fields in this set are mandatory and must be provided | ||||
| Delivery type | Here, a choice can be made between delivery and pickup. This setting is used in RetailVista Mobile to make an initial choice for delivery or pickup. After that choice, a list of possible sales order scenarios of the chosen delivery type will appear. | ||||
| Trial sales order mode | Is it not, optional, or mandatory to first create a sales order as a trial and then as a final sales order | ||||
| Status at 'Ready' | What should be the sales order status when it is saved when creating a new sales order. The possible status values are explained in the sales order maintenance article. | ||||
| Back office status at ready | This is the status that a sales order receives when created from the back office (RetailVista ERP website). If no value is specified here, then the value specified above 'Status at ready' will be applied. | ||||
| Webshop status at ready | This is the status that a sales order receives when created from a webshop integration. If no value is specified here, then the value specified above 'Status at ready' will be applied. | ||||
| RetailVista Mobile status when ready | This is the status that a sales order receives when created from RetailVista Mobile. If no value is specified here, then the value 'Status when ready' specified above will be applied. | ||||
| Automatically add deposit request | By activating this, a deposit request will be automatically created after creating a sales order. | ||||
| Lower auto deposit amount for reservations | >TODO investigate | ||||
| Generate purchase order(s) per sales order | If a sales order results in a reservation, is it desired that each sales order results in separate purchase order(s). By default, purchase orders are set up, they contain articles with totaled quantities as a result of various sales orders and the store's own needs. | ||||
| Create high priority purchase orders | If a purchase order needs to be created due to the need for articles from a sales order, should this purchase order be marked as high priority. The advantage of this can be that it is clearly visible which purchase orders contain articles that consumers have specifically requested, and those orders must therefore receive inventory in the ordering process. | ||||
| Specify packaging details | >TODO investigate | ||||
| Show available stock warning when adding articles | If the available stock of an article is not sufficient for the quantity of the article that a consumer orders, should a warning be displayed for this. | ||||
| Use delivery assignment routes | >TODO investigate | ||||
| Secure sales order discounts when reopening via RetailVista Mobile | When a sales order is reopened (status is changed back to 'New' and everything is mutable from that moment), the already assigned discounts should be retained/secured. It is possible that certain discounts are no longer active, for example because the promotion period has ended. | ||||
| Transport cost VAT calculation | There is support for different ways in which the VAT rate of transport costs is calculated. This is related, among other things, to legislation regarding the country of establishment where RetailVista is used. Transport costs of a sales order are calculated in RetailVista by creating an additional article line with an article of the type 'transport costs'. This setting is about calculating the VAT percentage of that article.
|
Tab reservations
| Suggest directly to reserve quantity | During the addition of a sales order line, there is a possibility to indicate simultaneously how many of the ordered quantity should be reserved immediately. Whether this suggestion is desired can be indicated with this setting. | ||||
| Direct reserve quantity type | If direct reservation is active, this setting determines the suggested quantity.
| ||||
| Generate reservation lines at status | At which sales order status can the reservation lines be generated. Whether reservation lines will be generated depends on various criteria, including the specified direct quantity to reserve. | ||||
| Logistic status for new reservations | When a reservation is generated for sales orders of this scenario type, what logistic status should be assigned to a new reservation. | ||||
| Logistic status for new reservations from receipt | When instructed to generate reservations while specifying a specific receipt number, what logistic status should be assigned to these reservations. | ||||
| Forced issue location | If this setting is specified, the fixed issue location will be assigned to created reservations for sales orders of this scenario type. If this setting is not specified, only the issue location per product/location will be considered. Whether the issue location functionality is active is determined by the setting 'Split reservations per issue location'. | ||||
| Dynamic issue location | If a forced fixed issue location is not used, it is possible to calculate the issue location. With this setting, it can be indicated which set of calculations should be applied to determine the issue location. Whether the issue location functionality is active is determined by the setting 'Split reservations per issue location'. | ||||
| Set logistic status to 'Waiting for picking' when selling a reservation | If a reservation is sold (cash or on account), this can be set to change the logistic status to 'Waiting for picking' at that time. | ||||
| Split reservations per department | It is possible to create separate reservations per department when generating reservations. The department where an article is located is determined by the article category. Articles without a department result in a separate reservation without a department. | ||||
| Split reservations per issuance location | It is possible to create separate reservations per issuance location when generating reservations. If this split setting is not active, issuance locations are completely ignored. If this split setting is active, the forced or dynamic issuance location is applied, and the article/location combination is also checked to see if a fixed issuance location is set. If the latter is the case, that issuance location always takes precedence over the dynamic issuance location. | ||||
| Mandatory order picking control | If this setting is active, it is mandatory in the pack & ship application to perform a check to ensure that the correct articles and quantities have been picked. Until that check is performed, preparation for issuance of the reservation cannot be started. | ||||
| Mandatory issuance control | If this setting is active, it is mandatory to work with the issuance functionality of RetailVista Mobile. Within the issuance functionality, various routine checks are performed, such as whether the reservation has not already been issued, whether a cash on delivery payment still needs to be made, etc. > TODO Check what happens if this is not active | ||||
| Support order picking on closed reservations | If this setting is active, picking instructions will also be generated for closed reservations. >TODO Check to what extent this is still applicable |
Tab deliveries on account
| Status | The status to be assigned to a delivery on account when a reservation is converted to it. |
| Automatically create deliveries on account when generating reservations | Can a delivery on account also be automatically created when generating reservations. By activating this setting, a reservation is immediately sold, revenue is generated, and inventory is reduced. |
| Generate digital gift cards during fulfillment | If this setting is active, digital gift cards will be automatically created when creating reservations. This is checked in the sales order lines to see if there are any digital gift card lines. These are articles of the type 'gift card' and where a digital gift card is selected for the set gift card type on that article. A separate reservation is made for these sales order lines, which is also immediately 'sold'. This allows a consumer to receive their ordered digital gift cards almost immediately after placing an online shop order. TODO Is such a reservation then also immediately handled/sold? |
| Digital gift card definition | If there are digital gift card sales order rules found and reservations can be generated directly from this setting, gift cards with this type of definition will be created. |
Tab drop shipment
| Suggest drop shipment rule indication | Can the drop shipment indication be marked when creating a sales order rule if RetailVista determines that the rule qualifies for drop shipment | ||||||||||||||
| Drop shipment decision | With the selected setting, it is determined whether a rule becomes a drop shipment rule. The following settings are possible and may or may not result in a drop shipment rule indication:
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| Allow modifying suggested dropshipment indication | Is it allowed to modify the dropshipment indication as calculated (as explained above). | ||||||||||||||
| Supplier | If a sales order line is marked as a dropshipment rule, it will eventually lead to a purchase order. With this setting, it can be indicated whether that purchase order should be created for a fixed supplier. By default, the preferred supplier of a product is used. A fixed supplier, as shown here, is often used in situations where a central location (DC/Warehouse) is present. | ||||||||||||||
| Dropshipment fallback debtor |
*1 - The alternative available stock is the stock of the alternative specified location. In location maintenance, an alternative location can be specified on the 'Advanced' tab. The available stock at that alternative location is then checked. An example of an alternative location is usually a DC/warehouse location.
Tab approval
| Require supplier approval | If this setting is active, an email will be sent to each supplier of the sales order lines. The supplier must then approve the ordered products/lines. Products/lines that are not approved by a supplier will not be further processed into reservations and/or purchase orders. |
| Require customer approval | If this setting is active, an email will be sent to the customer of the sales order. The customer must then approve the ordered products/lines. If a customer does not approve the sales order, the order will not be processed. If both customer approval and supplier approval are active, customer approval will be done first, followed by supplier approval. |
| Approval recipients | TODO investigate |
| Status when partially approved | TODO investigate |
Tab order picking
| Use for order picking | If this setting is active, order picking instructions will be automatically generated for reservation lines of sales orders in this scenario. Whether instructions are actually created depends on additional criteria, such as whether there is sufficient pickable inventory available. |
| Reservations from | If order picking is active, instructions will only be generated for reservations created on or after this date. This setting is mainly intended to prevent instructions from being generated for various old reservations that are still open when starting guided order picking. |
| Generate instructions for the store only if there is sufficient stock | By default, picking instructions are initially created for the warehouse, provided that the warehouse has sufficient available pickable stock. With this setting, it can be indicated that the store takes priority if it also has sufficient stock. |
| Number of picking list reports | It is possible to automatically print a picking list report when a reservation needs to be picked. This setting indicates the number of copies to be printed. The printer(s) on which to print must be set up once. There is a separate article available on this, see the linked articles in this article. |
| Picking list report layout | The picking list report to be printed. If no report is specified, no report will be printed. |
| Also print on secondary printer | If this setting is active and a picking list is printed, the picking list report will also be printed on the specified secondary printer. |
| Stop printing at time | It is possible to stop printing pick list reports after this time. This is also known as the cutoff time. This allows offering consumers the option to have orders shipped on the same day until a certain time. However, it requires commitment from the order picking team to complete all remaining instructions on the same day. This setting applies not only to printing but also to generating order picking instructions for guided order picking. TODO Verify if this actually works! |
| Restart printing after x hours | If a cutoff time is used, at some point the printing of reports and the generation of order picking instructions will need to be resumed. The specified number of hours here must have elapsed since the cutoff/stop printing time, after which the printing and/or guided order picking process will resume. |
| Only print if pickup/delivery date is planned | This setting ensures that only a picking report is printed and/or picking instructions are created if a pickup/delivery date is planned for the sales order. This condition applies only if it is indicated that the sales order works with the delivery administration. With this setting, it becomes possible, for example, to only pick items shortly before the delivery or pickup moment. Especially for sales orders that are created well in advance, it is sometimes desired that reservations that have already been collected and are ready for pickup do not take up space for a long time when they are not yet needed. The disadvantage of this setting is that there is a possibility that an item is no longer in stock by the time it needs to be picked. TODO Verify if this works as intended (especially regarding instruction generation) |
| Wait number of days before planned date | With this setting, it is possible to specify the number of days before the pickup/delivery date so that a reservation is picked slightly earlier and is ready on the specified date. If this is not specified, printing and/or instruction generation will only be performed on the pickup/delivery date. |
Tab pack & ship
| Number of items to scan during picking control | If a picking control is required, each individual item must be scanned. If the quantity of the same item is greater than the value specified here, it is allowed to manually enter the picked quantity instead of scanning each item. |
| Specify products in reservation packages | If this setting is active, the pack & ship application must specify which products are in which packages (boxes). Some external parties (such as bol.com and SendCloud) want to know which products belong to which track & trace codes. The advantage of this is that in case a certain box (shipment, track & trace number) gets lost, it is known which products have been lost. |
| Create package when processing reservation in pack&ship | When a reservation is read in the pack & ship app, can a package be automatically created instead of having to manually create one or more packages. |
| Only allow processing reservations from fully completed order picking runs | With this setting, it can be prevented that reservations are already being processed in the pack & ship application while an order picking run is still in progress. |
| Allow cash on delivery for deliveries | If a reservation has not been sufficiently paid in the sales order, can the pack & ship application offer the possibility to mark the remaining amount as a cash on delivery amount. If this setting is used, it is essential to also use the issuance application. |
Tab layouts
| Number of trial sales orders | Number of trial sales order reports to be printed. |
| Number of final sales orders | Number of final sales order reports to be printed. |
| Number of copy sales orders | Number of copy sales order reports to be printed. |
| Trial sales order report | When completing a sales order entry in RetailVista Mobile, it may be set that a trial sales order is mandatory. In that case, this report will be automatically printed. If this layout is not specified, no trial sales order report will be printed. The number of copies to be printed is specified in a previous setting above. |
| Final sales order reporting | When completing a sales order entry in RetailVista Mobile, a sales order will eventually reach the final status. In that case, this report will be printed automatically. The number of units to be printed has been specified in a previous setting. If this layout has not been specified, no final sales order report will be printed. The number of units to be printed has been specified in a previous setting. |
| Copy sales order reporting | When reaching the final status of a sales order in RetailVista Mobile, this copy report will be automatically printed. The number of copies to be printed has been specified in a previous setting. If this layout is not specified, no copy sales order report will be printed. The number of copies to be printed has been specified in a previous setting. |
| Transport declaration reporting | In the pack & ship application, for VAT exempt shipments (reservations) to foreign countries where a transport type 'pickup' is chosen in the sales order, a transport declaration report can be automatically printed. This allows a customer to confirm that the items are indeed being transported abroad. TODO Verify if this works as intended |
Customer service tab
| Order confirmation type | TODO Investigate |
| Order cancellation type | TODO Investigate |
| Partial delivery type | TODO Investigate |
Advanced tab
Apply full payment when importing reservation into POS | TODO investigate |
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