How to Create Contractor Orders

How to Create Contractor Orders

Contractor orders can be efficiently created and managed in AltheaSuite by following the steps below.

Login into your AltheaSuite account.

From the main menu, go to Orders > Orders. Next, click on the “New” button to create a new order.

Fill in the necessary details for the order.

If you check the box “Add new line for each serial number”, the system will add one quantity of the item per line.  When adding multiple quantities, this results in multiple order lines, which is not practical for contractor orders.   

For contractor orders, we recommend unchecking the “Add new line for each serial number” option before adding SKU. This allows you to enter the desired quantity without creating multiple lines, making the process much simpler.

While saving the order, do not specify the serial numbers. This is to show how contractor orders can be scheduled.

Go to “Pending Deliveries”, enter the order number, and click on the context menu, “View Order” to assign serial numbers to the orders which needs to be delivered.

Click on the context menu of the item grid to assign serial numbers.

In this step, we have assigned serial numbers to two items making them eligible for delivery. These items now appear as deliverable and are marked as ready to be “Schedule On Calendar”.  On the other hand, Items that do not have assigned serial numbers are listed under ‘Pending Delivery quantity”.

Enter the number of delivery slots. The “Note” section will display the quantity being scheduled. Click on ‘Save’ to confirm.

Go to trips, select the Trip Schedule Date. Check the box “Show Delivery stops” and “Show Delivery Items”. And you will see the items with their QLNs, which are scheduled.

You can also print the ‘Manifest‘ by clicking on the item grid within the trips section and selecting the option from the context menu.

To schedule the remaining pending orders, you can return to the ‘Pending Deliveries’. This is how you can track and manage large Contractor Orders.