Supply Order in Multiple Shipments

When an order is sent to the customer in multiple shipments, you have a couple of options:

  1. Transaction Supplying (basic) – assigns reference numbers to the different deliveries with the date, notes and invoices showing only the items supplied on that date.
  2. Sub Orders (advanced) – creates separate transactions for each delivery under the base order, with the option of using separate discounts and additional charges for each sub order.

Transaction Supplying (Basic)

To supply orders in multiple shipments using reference numbers:

  1. Set up the Transaction Supplying widget in your BI panel.
  2. In the order, change the State to Supplying.
  3. In the widget, press the + button at the bottom right.
  4. Add the Date, Reference Number (of the order), and any Notes.
  5. Input the quantity delivered in the Addtl Qty Supply column.
  6. Save. The reference number just created will collapse. You can expand it to print item labels and the invoice based on what was just supplied.
Transaction Supplying
Invoice can show reference number and how many ordered vs. supplied

Sub Orders (Advanced)

To create a base order that will have multiple sub orders:

  1. Go to yourURL.com/Order/Base. Select + New Base Order. (A button can be created on your dashboard to go directly to this.)
  2. Enter the order information and items in the base order and Save. Send to the customer as usual.
  3. When the partial order arrives, click + Create Sub Transaction in the BI panel. The sub order will automatically be in the Delivering state.
  4. Enter the items into the sub order. You can do this by scanning the items supplied or selecting from the base using the Load all entries from base or Pick items to add icons in the BI panel.
  5. Update the Addtl Qty Supplied column as needed.
  6. Save.

The items in the sub order will be supplied as a separate invoice, indicated by the same order number as the base followed by a forwward-slash and which number sub it is.

Notes

  • Discounts and additional charges can be applied in each individual order.
  • Items delivered that were not in the original base order will appear in red when you enter them in the sub and won’t be visible in the base (since it’s not part of the original order).
  • The Open Order column shows the qty of an item that was ordered but not yet supplied (ordered 5 but only supplied 2 = Open Order of 3).
  • If you already created a regular order not as a sub, click the Split button in the BI panel to add subs (at step 3 above).