There are several ways to create orders, via api, edi, import or manually via the user interface. Below we will discuss the manual scrap order form and explain each field how to use it, where predefined data comes from, how certain fields are affected based on configuration and where this configuration is located.
There are two ways to find the Order create option:
- Navigate to [Orders] > [Create] and click [New scrap order]
- Double click on [Orders] to get the Orders overview and hover on the elipses top-right and click on [New scrap order]
Basic
If the product details do not match available inventory, the order will be cancelled automatically.
Customer Reference Number
An optional, but unique text field used as a reference. This field could only use duplicate values, if existig order(s) have been cancelled.
Shipping Method
A system pre-defined list that could be configured as a default by Order type, Location through [Admin] > [Settings] > [shipping] > [Default shipping method].
Vendor
An optional, pre-populated search and select drop-down, which takes the data from the [Vendor] overview.
Comments
Comments such as instructions, questions, remarks for personnel processing the order.
ORDER LINES
Basic
Origin Location
Products could be shipped from multiple locations, this drop down gives the oppertunity to manually select the location and is mandatory.
Status
A required field to indicate whether the product being ordered is defective or new.