Use the Check Availability for All Orders phantom process to compare shipping dates against stock availability for all sales open orders. Running this process regularly helps keep the Customer Calling Queue up to date. Review your Customer Calling Queue frequently, so you can call your customers promptly.
This phantom process selects orders with an order status of:
Call When Specified, if within the specified time frame.
Call When Complete, if the product inventory is now available.
Call When Available, if the product inventory is now available.
Similarly, the process selects the following ship status orders, if they have suitable inventory or dates:
Ship When Complete
Ship When Available
Ship When Specified
Before printing the shipping tickets for the ship status orders, the process checks product availability and customer credit status. If there is a problem with either, the order status is changed to Call When Complete.
The Check Availability for All Orders process is routinely set up during installation, but you can reschedule the process as needed. This process is controlled using the standard Phantom Scheduler window.
For more information, refer to the Phantom Scheduler help topics.
To check availability for all orders:
From the Orders menu, select Check Availability for All Orders.
In the Start Time and Start Date fields, enter a start time and start date for the process.
If desired, in the Expire Date field, enter a date after which the process is no longer rescheduled. Leave this field blank to continue rescheduling the process indefinitely.
If you want the process to run more than once a day, use the Repeat Every (in Minutes) field to specify how often the process should repeat. For example, if you want the process to run every two hours, enter 120 for 120 minutes.
If you entered a value in the Repeat Every (in Minutes) field, in the Until field, enter the time of day you want the process to stop repeating. For example, if you want the process to stop repeating at 5:00 p.m., enter 5p in the field and press Enter.
In the Reschedule area, specify how you want the process to repeat. For example, select Daily to repeat the process every day, or select Monday, Tuesday, Wednesday, Thursday, and Friday to repeat the process only on weekdays.
When you are satisfied with your settings, click OK to save your changes and exit the window.
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