Crossorders

You can now create cross orders, transfers and requests from Head Office.

A cross order is an order created at Head Office for multiple local stores

A cross transfer is a stock transfer created in one store containing a list of products to be transferred to 1 or more other stores - used by HO/Warehouse when transferring out the same stock to multiple stores

A cross request is a stock transfer request where 1 or more stores can request stock from a single store - used by HO when moving stock around from different stores (if one store isn’t selling an item, HO can choose to ship that item to multiple other stores where that product is selling regularly)

When adding a new cross order, transfer or request you need to select a supplier, enter an internal reference (so that you can find this later) and notes (this is optional).

Once you have entered the details you can press Continue to move on to the next step - adding products.

When adding products you have two options:

Add products manually one by one

Upload a CSV containing the products and quantities

Adding products manually At the top of the screen there is a product search which you can use to locate the product(s) you wish to add to this cross order, transfer or request.

When you select a product you will be asked to enter the quantity to add for each store.

In the above example we are requesting 5 each for Store 1 and Store 2. We are not ordering any for the Warehouse. When you then add the items, by pressing Add Items, they will be displayed on screen in a grid format:

The product information is displayed on the left hand side and each store, along with their current stock quantity and requested quantity, is displayed on the right. If you wish to add another store to this cross order (for example if we wanted to order BEROCCA for the Warehouse) we can press the “Add Store” button beside the product. To remove the order completely from this cross order we can press the “Remove” button. If you wish to remove this product for one store only then simply set the “To Order” quantity to 0.

Adding products via file upload You can also add products through a file upload by pressing the Upload button.

The format of the CSV is as follows: The first row is a Header row and must be included in the file The first column should be “Barcode” and the rest of the columns should be numbers that represent each store you wish to order items for The rest of the rows should be made up of the following: Barcode - the barcode of the product you wish to order Store A Quantity - the quantity to order for this store Store B Quantity - the quantity to order for this store Etc. you can add as many stores as desired

Here is an example of a file:

When this file is uploaded the results are displayed on screen like so:

When you are finished editing you can press either “Save” (if you wish to come back and edit this later) or press “Create” if you wish to create the order, transfer or request.

Creating Cross Orders

When creating orders there may be additional steps depending on the order method for the selected supplier. If the order method is “Email” for the supplier then you will see the following confirmation screen:

The first option is whether or not you wish to actually send this order to the supplier or to just create it on the system.

The second option allows you to specify how you want this email to be sent: Send individual orders for each store Combine all orders into one single email

If you choose to combine all orders into a single email then you have the additional option of specifying the email address(es) you wish to send this email to. By default we’ll show the email address that is set in Config > Suppliers for this supplier but you have the option to overwrite this.

Cross Transfers/Requests When creating a transfer or request there is no option to transmit so the above steps are not necessary.

Once the order/transfer/request has been created at Head Office it will appear at the local stores in the following areas: Cross Orders will appear in Orders > Waiting To Check In

Cross Transfers will appear in Stock Transfers > Waiting To Check In

Cross Requests will appear in Stock Transfers > Requests In

If I log in to my local store I will find a new BAYER order sitting in Waiting To Check In:

When I view this order I can see that it was created from a Cross Order at the top of the screen:

Editing a Cross order

The column "On Order" on the Cross Orders page will show the quantity that is currently On Order for a given product for a specific store. This will help keeps HO users from overstocking stores by allowing them to see how much stock of a given item a store has already put in an order for elsewhere.

Other Functions of Crossorders

The Cross Orders functionality in the Orders module will check the supplier option of specifying what information appears on the email template for email orders.

See on the Orders Screen where the order was created and checked in. For example you may have created the order on the back office and checked in the order on the handheld