Order settings

Order settings

In your order settings you can, among other things, chose what status an orders should have as default and you can also chose how you initially want to pick your lots to sales orders and production orders.

1. Click on your company name in the top right corner and select Company Settings in the drop-down menu.

2. Click Orders in the section Advanced Settings.

3. Under each of the tabs Purchase, Sales, Warehouse and Production you can chose if the status of the order as a starting point should be Draft or Order. The status can always be changed on the individual order.

4. In addition, in the field Calculation of pickup date before delivery date you can chose if lots from your warehouse should be picked up same day as they are delivered or if they, as default, should be picked up between 1 and 6 days before the delivery date. You can overwrite this date on the individual order under Delivery Details.

5. Under the tabs Purchase and Production you can check Confirm item lots when order is confirmed. This will mean that the supply status of the consignments will change to confirmed, when the status of the orders will change to order. This will make it possible to reserve the lots for outgoing orders, eg. sales, even if the lots have not yet arrived stock.

6. In the tab Sales, Warehouse and Production you can chose a method for the Default selection of lots.

7. In the tab Sales you can tick of the box Block the possibility of creating invoices when there is lines on the order with missing lot selection. This is a security measure to ensure that sales orders are not partially invoiced because of missing selection of lots.

8. On the tab Sales, if you choose to create the order as a draft, you have the option to select Confirm and create production as the default event when an order is confirmed. This automatically creates a production order based on the sales order. It is possible to confirm on the individual orders without creating a production order, even if you select this option.

9. On the tab Production you can choose at which location the production takes place, by first selecting Producer partner eg your own profile and then selecting the Location**of Production. You can add a location by clicking on the + symbol.

10. On the tabs Purchasing and Production, you can choose to have the order number automatically added as the trace Batch number on the items on the order.

11. On the tabs Purchasing and Production, you can choose that selected traces on lots should automatically be brought forward when it is processed into a new item.

12. On the tab General Settings you can add a Forwarder tag. This is relevant if you have an integration to Blue Water Shipping.

 

Partial Invoicing

By default the possibility to create invoices on sales orders where the lots have not been picked is blocked. This feature is made to prevent sales orders from ending up with the status Partially Invoiced in cases where this is not the intention. Therefore, if you are working with partial invoicing you should remove the tick off:

1. Click on your company name in the top right corner and select Company Settings.

2. Click on Go to next to Orders in the section Advanced Settings.

3. Under the tab Sales you can remove the tick of in the box Block the possibility of creating invoices when there is lines on the order with missing lot selection.

 

Automatic assignment of number

Your invoices must be assigned a consecutive, unique number and in the same way your orders and documents should be numbered in a consecutively in order to ensure proper identification of orders and documents.

You can set your number sequences to begin with a specific number. This is relevant from the moment where you start using tracezilla.

1. Click on your company name in the top right corner and select Company Settings.

2. Click on Go to next to Automatic assignment of number in the section Advanced Settings.

3. A pop-up Window will appear. On the left side of the window is the type of order for which a number is specified. The number of the order is the same number that is assigned to the order confirmation. The number for deliveries is assigned to both deliveries and delivery notes.

The purchase contracts number and sales contracts number will appear on documents related to framework agreements. Please be aware to assign a number for invoices that has not been used – eg if the latest invoice in your accounting system is 421, the next number is 422 and all numbers before 422 cannot be used.

4. Type the next number in the number sequence or use the arrows on the right side to enter the number.

 

Partial Invoicing

By default the possibility to create invoices on sales orders where the lots have not been picked is blocked. This feature is made to prevent sales orders from ending up with the status Partially Invoiced in cases where this is not the intention. Therefore, if you are working with partial invoicing you should remove the tick off:

1. Click on your company name in the top right corner and select Company Settings.

2. Click on Go to next to Orders in the section Advanced Settings.

3. Under the tab Sales you can remove the tick of in the box Block the possibility of creating invoices when there is lines on the order with missing lot selection.

 

Outline