Note! The order routes are initially set up through the Location Setup page.
Overview
To create a new order, your starting point is either in:
Orders (Flexible ordering, either from primary or secondary order routes)
Items (Primary order routes)
Reports (Primary order routes)
Orders: Click on the create order button > select if it is a purchase or transfer order > select the location that is ordering and from who > create > your order proposal appears in the orders overview list.
Items: It works like a catalog: find your items, supplier or location > select the items tick box > click the create order button > navigate to Orders and find your order proposal
Reports: Select a pre-defined order report, select all or a set of items > click the create order button > navigate to Orders and find your order proposal
The workflow
Create a new order proposal from the orders section
Navigate to the Order page and click the “Create Order” button to start a manual order.
Select the type of order > which location is ordering > who you’re ordering from > optionally add more filters through view settings > create order
Reload the order page in a short while to see the new order > click on the blue order name to review the order lines.
Optionally you can:
Select a specific delivery date and for how long the order should cover.
Filter the item list further, by clicking View settings
add filter, for example, Item group and select the item group to order
Create a new order from Items
Navigate to the Items section of the system > filter on location and vendor > select all items > click the create Order > create > navigate to the Orders section of AGR > review & confirm the order proposal.
Note! any type of filtering can be applied
Click Create: for an order proposal based on the planning data behind the items (lead time, order coverage days/order frequency).
Create order to cover demand until date: When the box is ticked the user can select the day that the order should cover.
Navigate to the ‘Orders’ section of the system. Find your order proposal and click on the blue order name to review the order lines.
To learn how to set up scheduled orders, click here.
Creating an order from Reports
Users that have pre-saved order reports can navigate to the Reports section of the system > find the order report > click on the three buttons > create order proposal > navigate to the Orders section of AGR > review & confirm the order proposal.
Alternatively you can select a set of items within the report and create an order proposal.
Note: when enabled, Orders are split by estimated delivery date according to the Order setting below.
