There are several ways to create orders, via api, edi, import or manually via the user interface. Below we will discuss the manual transfer 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 transfer order]
- Double click on [Orders] to get the Orders overview and hover on the elipses top-right and click on [New transfer order]
Basics
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].
Destination Location
A mandatory field that lists a predefined selection of all active locations, retrieved from [Admin] > [Warehouse] > [Locations] and the [Accessible by Accounts locations] (configured for each location separately), where the purchase order is to be received.
Comments
Comments
A rezisable input text field for addtional remarks/comments related to the transfer order.
ORDER LINES
Basic
Product
A drop down to search & select products or packing material taken from [Products] or [Admin] > [Warehousing] > [Packing materials] respectively. Search by product number or packing material number, product ean / upc, product name or packing material name. Only products and packing material will be displayed in state published while expired or concept will not.
Origin Location
A mandatory dropdown that lists a predifined selection of all active locations, retrieved from [Admin] > [Warehouse] > [Locations] and the [Accessible by Accounts locations] (configured for each location separately), where the transfer order need to be shipped to.
Quantity
A mandatory numeric input field indicating the number of product(s) per order line.
Status
A mandatory dropdown to select the status (new or defective) of the product(s) to be transferred.