How do I Use the Sales Ordering Link?

Summary

This article explains how the Sales Ordering Link works and how you could use it effectively.

More Information

When a customer places an order for an item you should be creating a backorder for this as per the instructions here. When the purchase order for this item is then received into stock the system can show you a list of the available Sales Orders that can now be processed on the Sales Ordering Link.

Enabling Sales Ordering Link

To enable the Sales Ordering Link go to " Order Processing Purchase Ordering Maintenance Options Ordering Parameters"

• Change "Automate Link To Sales Ordering" to 'Y' and press [Esc] to save the changes.

Using the Sales Ordering Link

When a purchase order has been received in which contains items that have been backordered for a customer and you escape back to the Purchase Order menu you will see the "Sales Ordering Link" window. This screen will show you a list of all customer backorder items that can now be dealt with. These will be sorted by order date and show the oldest order at the top, however you can re-arrange the list by clicking on any of the column headings. This screen provides the following information -

• "Date" - The date the customer ordered the goods.
• "Reference" - The customers' backorder reference.
• "Stock" - Stock Code of the item in question.
• "Qty" - The Quantity of the item the customer ordered.
• "Pri" - The Priority of this item
• "Requires" - The next process which needs to be completed for this item.
• "Avail." - Whether the item is available to supply to this customer. If there are multiple customers that have ordered the same item the system will take account of the order date and priority to calculate which customers can have the item supplied depending on the quantity of items received into stock.
• "SMS" - Indicates if you have already sent an SMS message to the customer regarding the item.