Order Staging

Order Staging Workflow

Before staging an order, it needs to be scheduled. This can be done in two ways:

• If all items in the order will be delivered together, schedule them directly from the order screen.
• If some items will be delivered separately, schedule them individually from Pending Deliveries page.

When scheduling from an order, ensure that the “Add new line for each serial number” option is checked before adding any items.

To schedule from the orders page, ensure that the “Create Schedule for All Items” box is checked.

Next, open the context menu of one of the items in the order (click the three dots) and select “Schedule Delivery”.

This will open up the “Calendar view”. From here, first select the date to schedule the delivery and choose the truck that will be used for the delivery.

Next, click anywhere within the “delivery day column”, then select the “Create Delivery Schedule” button that appears.

Enter the number of slots you want to allocate for the delivery, and then click Save.

The scheduled delivery will now appear on the calendar. Next, click “Pick Order” to return and complete the order creation process.

Scroll to the bottom of the order page and click “Create”.

If not all items are being delivered together, and delivery was not scheduled from the orders page, then when you click “Create”, a confirmation window will appear – click “Yes” to proceed.

Click Yes to confirm that you want to continue with blank serial numbers. We will assign them when we stage the orders.

To stage the order, go to the Stage Orders page under the Deliveries module. Click the Calendar icon to set the Schedule Delivery Date Range. This will filter and display only the orders scheduled within that selected date range.

To stage the order, open the context menu for that order and select “Stage Order”.

Scan the QLN of the items to be staged. This action will move them to the Staged section of the window.

Once all of the items have been staged, click “Complete Staging”.

Click Yes in the confirmation window that pops up

This will send the order to the Delivery History page, where it can then be invoiced.

If you’re going to schedule from the Pending Deliveries page, keep the Add new line for each serial number box unchecked.

Once you’ve added the items to the order, click Create at the bottom of the page, and then click Yes in the confirmation window that pops up.

Click Save without adding serial numbers, then click Yes in the confirmation window that pops up.

To schedule the items, go to pending deliveries. Each SKU on the order will have its own line, and will need to be scheduled separately. Check the box next to each SKU you want to deliver, then click Schedule on Calendar.

From this window we are able to adjust the quantities of each item before scheduling. In this example, there isn’t enough stock to deliver the full quantity of the first SKU, so I adjust it down to the deliverable amount. After adjusting quantities, click OK.

Like before, to schedule on the calendar, first select the date and truck for the delivery. Then click in the delivery day column and click Create Delivery Schedule.

Enter the number of slots to allocate for the delivery, then click Save.

The unscheduled quantity from the order will remain in the Pending Deliveries page.