If your branch does not carry a particular item in your inventory, and your customer is not allowed to order products from the branch that does, you can create a direct sales order and route it from that branch. Be aware that when you do this, the system handles the payment like a direct order to another vendor.
Note: This feature should not be confused with the Pass Through Direct functionality in which Eclipse handles a direct order with no pricing, costs or G/L postings and all billing done by a third party.
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This instruction is an example of how sales can be routed. Your company may use a different method to perform this process. For example, your company has no physical branches and does not carry inventory. You can use Virtual Supplier to route customer orders to vendors. The vendor ships the order directly to the customer, and Virtual Supplier makes a direct generation for each vendor that supplies goods.
To route a direct sale through another branch:
From the Orders menu, select Sales Order Entry to display the Initial Order Entry Prompt.
Populate the fields in the prompt, as needed.
In the Qty/Unit field, enter the amount of the product to sell.
In the Product Description field, enter the name of the product to sell.
The product must be assigned to this customer in Virtual Supplier Maintenance.
If needed, select View> New View >Earliest Avail to see the availability of the product.
If the requested quantity of the product is not currently available in stock at the routing branch, create a new ship date and assign it to the product.
To preview how the system will route the order select Edit Order > Change Order Mode > Direct Shipment From Vendor.
Use the routing rules for this customer through one of the following methods:
Press Alt-Z to change the numbers in the Price Branch and Ship Branch fields to that of the routing branch and to reprice the product accordingly.
Use the New Direct Order activity trigger to automate routing if the customer uses a remote ordering method, such as Web Commerce or Business Connect XML.
Note: If your order includes more than one generation, the re-route will affect only the selected one.
When you have finished entering products, exit the dialog box to display the Sales Order Entry Status dialog box.
Verify that the order is being shipped directly from the vendor.
The vendor must be set up for the products in Virtual Supplier Maintenance.
Exit the dialog box to return to the Sales Order Entry Body window. The window clears for the next entry and your branch number displays in the Price Branch field.
See Also: