Store Order

January 14, 2022 04:54

Store Orders

The user creates a store order to order products from one warehouse/store location to the other or transfers products from one storage unit to another within the warehouse. The user is either requesting the items from a warehouse or another store. This is in fact a store requesting merchandise from another store or a warehouse.

Create Store Orders

On Console, Store Orders can be created through Store Order UI or Store Order Import.

Store order page 1.png

The user provides the warehouse and stores. The store order number can be automatically generated. The user then provides or lookups at the item ID and the SKU, description, and quantity of each item he or she wants to receive at his store.

store order create.png

Store Order Number: Can be typed in so user can create their own or have it auto-generated which is recommended.

Type: Can select from the combinations of Store - Store, Store - Warehouse, Warehouse - Warehouse and Warehouse - Store to create the store order source and destination.

Venue: The name of the venue where the store order is creating

Source: The name of the location where the store is receiving merchandise from

Destination: The location that will be receiving the order

The user also has the option to assign the bin location of each item on that particular store order. Click on the Create button to create the store order.

Once the store order has been created, it will generate a store order number (similar to the transfer order number) and that number can be used to track the store order. After the store order is made it can be completed by the receiving store or warehouse, by entering the merchandise transfer information to complete the process.

From the Store Order Summary page, users can send, and/or print the order.

Note: Support for Store Orders Outside a Venue

The enhancement allows initiating store orders between venues by selecting sources and destinations from different venues. The "ALL" option under venues enables listing all stores/warehouses for seamless order initiation, ensuring flexibility and efficiency in inventory management.

Store order view.png

Press Send to complete the transaction. When the store/warehouse receives the store order they will complete a transfer of the items to the store (referencing the store order # generated here), and then the store can receive the items based on the transfer order number.

Creating Store Orders through Import

You'll need access to a spreadsheet program that supports CSV files such as Excel or Google Sheets. Any other file type will not import.

You can download the sample template by clicking on the Download Sample link.

The mandatory fields for import will be preselected, you also have the option to select the other required fields and download the CSV file sample.

Import Field Descriptions:

SourceID: Indicate the ID of the store or warehouse you want the inventory transferred from. Enter Store ID or Warehouse ID (Enter 1 for a single location). (This is a mandatory field)

DestinationID: Indicate the ID of the store or warehouse you want the inventory transferred to. Enter Store ID or Warehouse ID (Enter 1 for a single location). This is a mandatory field)

SourceType: Enter the source type (S for store or W for warehouse) depending on where you want the quantity transferred from. This is a mandatory field)

DestinationType: Enter the source type (S for store or W for warehouse) depending on where you want the quantity transferred to. This is a mandatory field)

Status: Enter the word "SENT", "UNDER_GENERATION", depending on what the user wants as the status of the order. If not entered, the default status will be SENT. (This is an optional field)

ItemID: Unique Item ID of the product (This is a mandatory field)

UPC: Enter the UPC for the item being transferred. (This is an optional field)

Quantity: Enter the Quantity being transferred (This is a mandatory field)

Now, when you are ready with the import file, process it with the steps below.

Importing Store Orders

Go to Utilities → Import→ Click on Transfer Order Import
Upload Your File: Attach the Item file by simply Drag & Drop or upload your CSV file directly from your computer by browsing for it.
Click Continue when done.
Column Mapping: Once the file is loaded the column headers from the file will be displayed below the heading Column Name. In the case of the column header from the file exactly matching the Console field name this will be automatically mapped and this is displayed in the Map to Field.
You can map and make sure all of the column fields data you're importing has been matched to its equivalent setting on Console.
Enter the email address to which you will receive the status of your import.
Click Continue.
Import will be Initiated → Click Finish.
You will be taken back to the Import page, where at the bottom you can see a section 'Recent Imports' which will show the details and current status of the imported file.
Click on the Status (highlighted in blue color) to view the Status Report- This will list both Imported Records as well as Failed Records with a reason for the failure. You also have the option to Download the Failed Records by clicking on the Download button. You can correct the remaining failed record and precede to reimport them.
Once done you can see the Status as COMPLETED

View Store Orders

Go to Console --> Inventory --> Store Order

All the store orders will be listed here. The store order number is automatically generated which can be used to track the store order.

By default, when creating the store order the status of orders will be 'SENT', the user has the option to change the status from the Store Order page as applicable. Users will be able to Send a store order only if the status is UNDER GENERATION.

The user also has the option of closing the order or canceling it.

To close the Store Order, click Close which will close the order and technically means the items in the order are transferred.

To Cancel the Store Order, click Cancel which technically means that the store order is canceled and will not transfer items in it.

store order modify.png

Click on the 'Store Order No.' will take you to the order summary page where you can see all the information regarding that particular order such as

Store Order Number: Auto-generated store order number

Transfer Type: Indicates if it is a Store-Store, Store-Warehouse, or Warehouse-Store.

Source: The name of the warehouse where the store is receiving merchandise from

Destination: The store that will be receiving the order

Status: Shows the status of the store order

Created by: Will auto-populate once the order is saved
store order view with arrow.png
The user can print or download the summary of the transfer order as a CSV file

When the store/warehouse receives the store order they will complete a transfer of the items to the store (referencing the store order # generated here), and then the store can receive the items based on the transfer order number.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Store managers, warehouse general managers as well as Venue managers can create store order transfers at Venues or Stores assigned to them.

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