Order settings

Order settings

In your order settings, you can set rules for default order status, date suggestions, lot suggestions, etc.

  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. The tabs are divided by order. Read the following for more information on each tab.
  4. Remember to click Save when you have made some changes in the settings.

 

Settings for purchase orders

Setting name Explanation
Default status Select a status with which the order should be created by default. You can overwrite the selection on the individual order. By selecting the status Draft, you can indicate when a purchase order transitions from being ordered to being confirmed by the supplier.
Calculation of pickup date before delivery date tracezilla can automatically fill in the pick up date on the order with today’s date (same day) or shifted in relation to the delivery date. You can overwrite this date on the individual order under Delivery Details.
Confirm lots when the order is confirmed This will mean that the supply status of the lots will change to confirmed when the status of the orders changes to order. Thereby, it will be possible to reserve the lots for outgoing orders, e.g. production or sales, even if the lots have not yet arrived to the warehouse.
Owner assignment rule Choose who (which user) should be the reference person on documents. You can also choose that the person who creates the order is the one who is specified as the reference person. The selection can be overwritten on the individual order.
Expand inbound lines by default There may be several lots with the same SKU code on an order. On an order, you can see a summary line by default. This line can be expanded so that you can see all individual lot lines.
Use order number as default value in Batch-trace Orders are automatically assigned a consecutive number. You can use the number as traceability information. Select Yes if tracezilla should automatically add the order number as a trace.
Trace systems that should be brought forward by default You can choose that specific traces should automatically be brought forward from the lot when it is processed into a new product. So the traces from the raw materials used for a production are passed on to the finished product. Note it may be more difficult to search for a specific lot if several lots have the same trace due to this setting. This setting is relevant in relation to the recycling of products.

 

 

Settings for sales orders

Setting name Explanation
Default status Select a status with which the order should be created by default. You can overwrite the selection on the individual order. It is relevant that the default status is draft in connection with integrations such as Ongoing WMS.
Default selection of lots Choose from 1) Do not choose lots yet: Add SKU to order line now, return to order later to select lots. 2) Specify lot: Select the specific lot when creating the order line. 3) Limit lots by location: Select a warehouse location directly when creating the lot line, which can also be a different location than the one specified in the order header. 4) Allow any lot to be picked: tracezilla will pick lots according to the FEFO (First Expire, First Out) principle. If no date is specified, the FIFO (First In, First Out) principle is used for picking.
Allow lots to be marked as empty when picking By selecting Yes, you can adjust a lot to 0 when picking lots on an order. It may be that you discover that there are no more goods in stock of a particular lot when you pick goods. With this setting, you can thereby update the stock.
Allow adjusting order line when picking By selecting Yes, you can change the quantity on an order line directly from the selection of lots page.
Calculation of pickup date before delivery date You can select if lots from your warehouse should be picked up same day as they are delivered or if they, by 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.
Default Confirm-action If you have chosen that the order should be created as a draft, you have the option to select Confirm and create production as the default action when an order is confirmed. In this way, a production order is automatically created on the basis of the sales order. It is possible to confirm the individual orders without creating a production order, even if you choose this option.
Expand outbound lines by default There may be several lots with the same SKU code on an order. On an order, you can see a summary line by default. This line can be expanded so that you can see all individual lot lines.
Owner assignment rule Choose who (which user) should be the reference person on documents. You can also choose that the person who creates the order is the one who is specified as the reference person. The selection can be overwritten on the individual order.
Invoice Date Choose which date tracezilla should suggest by default when you click Create invoice.
Block the possibility of creating invoices when there is lines on the order with missing lot selection. This is a safety measure so that sales orders will not have the status partially invoiced due to missing selection of lots.

 

 

Settings for warehouse orders

Setting name Explanation
Default status Select a status with which the order should be created by default. You can overwrite the selection on the individual order.
Default selection of lots Choose from 1) Do not choose lots yet: Add SKU to order line now, return to order later to select lots. 2) Specify lot: Select the specific lot when creating the order line. 3) Limit lots by location: Select a warehouse location directly when creating the lot line, which can also be a different location than the one specified in the order header. 4) Allow any lot to be picked: tracezilla will pick lots according to the FEFO (First Expire, First Out) principle. If no date is specified, the FIFO (First In, First Out) principle is used for picking.
Allow lots to be marked as empty when picking By selecting Yes, you can adjust a lot to 0 when picking lots on an order. It may be that you discover that there are no more goods in stock of a particular lot when you pick goods. With this setting, you can thereby update the stock.
Allow adjusting order line when picking By selecting Yes, you can change the quantity on an order line directly from the selection of lots page.
Calculation of pickup date before delivery date tracezilla can automatically fill in the pick up date on the order with today’s date (same day) or shifted in relation to the delivery date. You can overwrite this date on the individual order under Delivery Details.
Expand outbound lines by default There may be several lots with the same SKU code on an order. On an order, you can see a summary line by default. This line can be expanded so that you can see all individual lot lines. Outbound lines are goods that are picked from the warehouse.
Expand inbound lines by default There may be several lots with the same SKU code on an order. On an order, you can see a summary line by default. This line can be expanded so that you can see all individual lot lines. Inbound lines are the products that goes into the warehouse.
Owner assignment rule Choose who (which user) should be the reference person on documents. You can also choose that the person who creates the order is the one who is specified as the reference person. The selection can be overwritten on the individual order.

 

 

Settings for production orders

Setting name Explanation
Default status Select a status with which the order should be created by default. You can overwrite the selection on the individual order. We recommend the status Draft, as the automatic association with the recipe is enabled, so that you can plan your productions more easily. When a production order has the status of order, the automation is disabled.
Default selection of lots Choose from 1) Do not choose lots yet: Add SKU to order line now, return to order later to select lots. 2) Specify lot: Select the specific lot when creating the order line. 3) Limit lots by location: Select a warehouse location directly when creating the lot line, which can also be a different location than the one specified in the order header. 4) Allow any lot to be picked: tracezilla will pick lots according to the FEFO (First Expire, First Out) principle. If no date is specified, the FIFO (First In, First Out) principle is used for picking.
Allow lots to be marked as empty when picking By selecting Yes, you can adjust a lot to 0 when picking lots on an order. It may be that you discover that there are no more goods in stock of a particular lot when you pick goods. With this setting, you can thereby update the stock.
Allow adjusting order line when picking By selecting Yes, you can change the quantity on an order line directly from the selection of lots page.
Calculation of pickup date before delivery date tracezilla can automatically fill in the pick up date on the order with today’s date (same day) or shifted in relation to the delivery date. You can overwrite this date on the individual order under Delivery Details.
Owner assignment rule Choose who (which user) should be the reference person on documents. You can also choose that the person who creates the order is the one who is specified as the reference person. The selection can be overwritten on the individual order.
Producer Partner tracezilla can automatically fill in the manufacturer information on all production orders that are created when you select a partner here.
Location of production You can create a separate location for production, so you can see which goods are in production at a given time and which raw materials have been picked for production. This is relevant if your productions take place over several days. tracezilla will automatically fill in the information on the order’s Delivery Details.
Expand outbound lines by default There may be several lots with the same SKU code on an order. On an order, you can see a summary line by default. This line can be expanded so that you can see all individual lot lines. Outbound lines are goods that are picked from the warehouse e.g. raw materials and packaging.
Expand inbound lines by default There may be several lots with the same SKU code on an order. On an order, you can see a summary line by default. This line can be expanded so that you can see all individual lot lines. Inbound lines are the products that goes into the warehouse e.g. finished goods.
Use order number as default value in Batch-trace Orders are automatically assigned a consecutive number. You can use the number as traceability information. Select Yes if tracezilla should automatically add the order number as a trace.
Trace systems that should be brought forward by default You can choose that specific traces should automatically be brought forward from the lot when it is processed into a new product. So the traces from the raw materials used for a production are passed on to the finished product. Note it may be more difficult to search for a specific lot if several lots have the same trace due to this setting. This setting is relevant in relation to the recycling of products.

 

 

General settings

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

 

 

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 series 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 Automatic assignment of number in the section Advanced Settings.
  3. On the left side you can see the type of order for which a number is specified.
  4. Type the next number in the number series or use the arrows on the right side to enter the number.

    Please be aware to assign a number for invoices that has not been used – e.g. if the latest invoice in your accounting system is 421, the next number is 422 and all numbers before 422 cannot be used.

Outline