Preview Current Orders (Order Generation System)

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The Order Generation System is normally run once a day to generate all shipments due for a specific period. By default, the program will include all subscriptions with a delivery date from the date the system was last run through the current date. This range can be modified by the user (if you will be going on vacation and want to ship early, you can enter a date in the future to gather all anticipated shipments for the next week).

 

To run the system, click Preview Current Orders on the Subscription Manager Main Menu. Enter a date range that includes the orders you wish to review.

 

 

 

Assign SKUs to Subscriptions

 

If the Assign SKUs to Subscriptions tab is visible, there are subscriptions in your system to which you must assign SKUs at the time of shipment; assign the SKUs on this tab.

 

Note: The assignments are only in place while this window is open, so do not make a ton of assignments then accidentally or intentionally close this window, otherwise you'll need to go through the assignment process again.

 

 

  1. Select a Subscription SKU from the Subscriptions with SKUs Assigned at Shipment list on the left.

  2. Find and select an item in the list on the right (under the Search SKUs button).

  3. Click Assign SKU to Delivery. The SKU is added to the SKUs Assigned so far list below.

  4. To change which SKU or SKUs are assigned to the subscription, click on the Subscription SKU in the SKUs Assigned so far list and then click the Delete SKU Assignment button. Re-assign a Subscription SKU to the subscription by following steps two and three above.

 

Generate Orders

 

  1. Click the Preview Subscription Shipments button. The Subscription Manager reviews all active subscriptions in the system and pulls those that require shipments or invoices. When it has reviewed all subscriptions, it gives you a summary of the subscriptions it reviewed, the orders to be generated and the orders that were skipped because the SKU that was to be shipped was not found (or was not assigned).

 

Note: If one or more subscription SKUs are not assigned before running the preview, any subscriptions using these SKUs will not be included in the preview. A message box will indicate how many subscriptions were skipped because the SKU to ship for the subscription could not be found (or was not assigned).

 

  1. Click on the Subscription Shipments tab to review the individual orders that will be shipped. The Shipment Details tab displays the line items for the order that is selected on the Subscription Shipments tab. If you do not want to ship a certain order, check Do Not Process next to that order.

  2. If you wish to re-run the Order Generation System, click Clear Orders followed by Preview Subscription Shipments.

  3. Once you are finished reviewing the orders, click Convert Subscriptions to Orders. The Order Generation System converts the shipments into actual Order Manager orders. The orders are subject to the same rules that imported orders are while they are being processed, i.e. inventory is reviewed and backorders are tabulated, orders can be approved and charged, etc.

  4. Once the order generation is complete, the preview stays on the screen. Orders that were created successfully are marked "Do not process" so that they are not accidentally processed if you click Convert Subscriptions to Orders a second time.

  5. After the orders are generates, a View Orders button is displayed; click on it to close the Preview Subscription Shipments window and open the View Orders screen to see the orders (the Orders from Last Import filter is applied).

 

 

Return to Subscription Manager Main Menu