Fulfil a supply order
Supply orders are raised in Service against a machine, and land in Stock as sales orders. Working them as a group is a matter of filtering by source.
Before you start
You need a Stock role that can work sales orders, and stock in the warehouse the order will ship from.
Steps
- Go to Stock → Sales Orders. It opens on Draft.
- Filter by Source = Supply Order. That separates consumables raised against machines from ordinary sales, which are worked differently and by different people.
- Read Extra Information on each row. For an integration-raised order it names the system, the date and the device — which is how you tell a genuine replenishment from a duplicate raised days apart for the same machine.
- Check the customer.
(On Hold)beside the name means the account is on hold; resolve that before shipping rather than after. - Open the order and confirm the stock is actually available in the warehouse it will ship from — available, not on hand. See On hand, allocated and available.
- Progress the order and fulfil it through picking and dispatch.
If the same machine has several open orders
Consumable orders can be raised automatically from fleet-management data, and a machine that reported low toner on consecutive days can produce more than one. Check Extra Information and the asset's own Orders tab in Service before shipping both.