Client orders are created by the B2B portal
Order Header:
Warehouse
Order Start Date
Pickup Date/Time
Order Status (New, Being Packed, Packed, Picked up, Delivered, Cancelled)
Status (Draft, or Activated)
Do Not Allocate field
Allocation Status (None, Partial, Full)
Order Lines
Product = Item
Quantity
Unit Price = Points
When an Order is created/updated:
Product inventory is allocated unless Do Not Allocate = true
Items will be allocated FEFO
The Allocation Status is updated.
We will pick/pack using the Order table
“Print Packing Slip” mass, or on an order
Fulfilled is checked automatically when an Order is Picked up or Delivered.
Hourly routine to create Sales Invoices and to post for fulfilled orders.
Or click “Create Sales Invoice” manually for a fulfilled order.
Post Sales Invoice
General
Content
Integrations