Consolidating Sales Orders

Use the Order Consolidating Queue to combine open sales orders for the same ship-to customer. To consolidate generations, see Order Generation Principles.

Note: You cannot consolidate consignment orders with other orders. In addition, you cannot consolidate generations on a direct-through-stock order.

To consolidate orders:

From the Orders > Queues menu, select Customer Calling Queue to display the Customer Calling Queue window.
Enter the appropriate field information to select the types of orders you want to list, and click the Update.
From the File menu, select Consolidate to display the Order Consolidating Queue. This window lists 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.
Ship Date	The shipping date for each order or order generation.
Line Items	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. Note: Any discounts post to the respective invoices when the consolidation finishes.

Use the following menu options, as needed.

To...	Use this menu option...
start the order consolidation	Edit > Begin Consolidating The specified orders are consolidated, and you are returned to the Order Consolidating Queue.
view the selected order	File > View Order The order's Body tab displays.
select specific orders based on Branch, Writer, End Date, Inside Salesperson, Outside Salesperson, or Ship Via information	Edit > Select The Selection Criteria window displays. Enter any selection criteria and click OK to select only those orders.
select all of the orders in the consolidation queue	Edit > 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.
clear any selections you have made	Edit > Clear Selection

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 Orders feature, found under the Edit menu on the order's Body tab.