Click on Order control in the ribbon. An overview appears showing you all current orders. The order control is the control centre, as an overview of all orders that you currently have open as a company.
Order control shows which orders in the company have not yet been delivered and their delivery status. The delivery status is displayed using traffic light symbols.
This makes it possible to quickly and clearly determine which orders we can ship today and thus quickly monetise.
The overview contains all customer orders or internal requirements/requirements whose product type is set as reservable and has a base unit.
We show in three segments
All orders and requirement requests (header information),
associated order lines and requirement request lines, as well as
associated reservations of the selected product.
Basically, the top segment of the orders gives you an overview of which orders can currently be delivered in full.
In the fulfilment column, status icons indicate whether orders from the current stock can be fulfilled.
A green circle with a tick
means: The order can be fulfilled. The goods have been reserved in the warehouse and can be delivered without further investment.
A yellow warning triangle
means: The order can only be partially fulfilled. A withdrawal would be possible if there were no other reservations to the contrary.
A yellow circle with an arrow
means: The goods have been reordered, delivery is pending. Accordingly, the order plan date is set to the date on which the ordered goods should arrive in your warehouse.
A clipboard
means: The goods have been withdrawn from the warehouse. This symbol appears after you have clicked on Pick.
The red status
means: The order cannot currently be fulfilled, the goods or material must be reordered.
Note: You must enter the incoming orders, transfer them from quotations using the import function or enter them manually.
This view can be filtered, sorted and exported, as you are used to from Scopevisio.
We update the order control automatically when events occur:
New order
New requirement notification
New product parts list in the order
Order proposal, order, transfer order to goods receipt
once a day outside of the events mentioned above
Execute available orders
Click on an order in the Orders table and the order items will appear below it. Select order items to see the reservations for the respective products in the following section.
Fully pick executable orders
The green tick means: Everything available, the order can be fully executed. You can prepare orders marked in green for dispatch by clicking on Pick . You can also do this using mass processing by selecting several rows in the Orders table and clicking on Pick .
Alternatively, the picking list can be sent to the person responsible in the warehouse by email.
Executable orders Partial picking
Orders from your customers or requirement notifications can also be delivered in partial quantities if there is a corresponding contractual basis. On the one hand, this results in higher operating costs (several picking orders for the same order and several consignments and therefore higher transport costs in case of doubt), which are offset by faster order fulfilment and therefore earlier payment.
Technically, we allow partial picking as soon as an order item can be fully fulfilled.
The basic setting in the company as to whether we want to work with partial order picking is made in the procurement settings.
Executable orders Partial picking with quantities
Extension of the previous point, which also allows parts of an item to be picked.
The function is deactivated by default, as this significantly increases the effort per order.
2Go/webapp
With the help of the 2Go mobile app, picking can be carried out without the use of paper.
To do this, picking must be started in the client, then it appears in the app with the order number.
We can systematically see the storage locations from which we need to pick certain products and quantities, but we can also quickly and clearly identify products using a barcode scanner via the camera of a mobile phone or tablet, or alternatively via the laser scan of an MDE, without having to have product knowledge as a user in order to distinguish one product from another.
Full integration also prevents orders from not being reported as complete or only partially complete.
Changing the order of execution
Orders are normally processed in the order in which they were created, according to the first-in-first-out (FIFO) principle. If you would like to bring an order forward, you can do this by changing the priority for this one order in the Priority column. Set the priority from 1 to 2 and the goods in the warehouse will be redistributed according to this new priority. This is usually done at the expense of other orders. Priority regulates the override of the FIFO rule in individual cases. The order with the numerically highest priority is executed first. If, as a result of the change in priority, an order line or an order changes to green status, it can be transferred to picking or partial picking.
Processing non-deliverable orders
If orders are not reserved, withdrawn or covered by a repeat order, you do not have the necessary stock in the assigned warehouse to fulfil them. This occurs without further action as soon as an item, quantity, partial quantity, the entire order or several orders do not match the current stock level or goods in the inflow (order created but not yet in stock) are labelled with executability status RED. We cannot deliver the order/item. You must first reorder the goods.
In this case, select Order proposals in the ribbon, as we have already summarised the order proposals from all reservations of unavailable stock here.