Consolidating Sales Orders

Use the Order Consolidating Queue to combine open sales orders for the same ship-to customer.

To consolidate orders:

From the Orders > Queues menu, select Customer Calling Queue to display the Customer Calling Queue screen.
In the Brch field, enter the desired branch. Or, select all to search for all branches.
In the Type field, enter the type of orders you want to review.
In the Writer field, enter the desired writer. Or, select all to search for all writers.
In the End Dt field, enter last ship date you want to review. The system will select items that match your criteria.
Use the Consolidate hot key to display the Order Consolidating Queue screen. This screen will list any open orders that can be consolidated.
Review the following fields, as needed:

Field	Description
Order #	The number for each order or order generation.
Sel	Use the Selection (Sel) field to specify which orders to consolidate, and how they are consolidated. Specify one order to consolidate to, and one or more orders to consolidate from. Leave this field blank to ignore an order during consolidation. To specify the orders for consolidation, position the cursor on the desired line. Enter a T to designate the "to" order (the order into which the other orders are consolidated). Enter an F for each order that you want to designate as a "from" order. Note: You cannot select an order that contains any tagged or procured items.
Shipdate	The shipping date for each order or order generation.
LineItems	The number of line items for each order or order generation.
Weight	The shipping weight (if available) for each order or order generation. For shipping weights to be available, a weight must be specified for the products in Product Maintenance.
Total $	The total dollar amount for each order or order generation.

Use hot keys, as needed.

To...	Use this hot key...
start the order consolidation	Begin The specified orders are consolidated, and you are returned to the Order Consolidating Queue screen.
view the selected order	View The sales order Body screen displays.
select specific orders based on Branch, Order Writer, End Date, Inside Salesperson, Outside Salesperson, or Ship Via information	Select The Selection Criteria screen displays. Enter the criteria and press Esc to select only those orders.
select all of the orders in the consolidation queue	Select All An F (from) displays in the Sel column for each order. Change one order to T (to). This order will be used as the resulting consolidated order. Note: You can delete the F from any order you decide not to include.

Note: The Order Consolidating Queue is one of two methods you can use to consolidate orders in Eclipse. This method lets you quickly consolidate two or more complete orders. When you need more precise control over an order and its line items, use the Consolidate to New Order mode. This is accessed using the Mode hot key on a sales order's Body screen.