Converting repeat order templates into orders

When the repeat order template is converted to a sales order, a number of checks are made. When the conversion is complete, the details of any issues are displayed in a Conversion summary.

• Stock items.

  The following conditions are checked for each stock item:

  • The selected warehouse permits sales.
  • The sales unit and price unit are still linked to the stock item.
  • The warehouse is still linked to the stock item.
  • The stock item is still active.

• Credit limit.

  If the customer has exceeded their credit limit, the sales order is put On hold. You can choose to override this, if you have the correct user permissions.

• Multiple locations.

  You can choose whether to specify a default warehouse on the order template.

  If you have not specified a default warehouse on the order template, you must choose the warehouse you want to despatch the goods from.

• Stock fulfilment.

  The order lines are fulfilled using the default Stock Order Fulfilment method set for the stock item. You can change this as long as you have the correct user permissions.

• Stock allocation.

  Stock is allocated to the order if you have chosen to Allocate stock on order entry in the Processing tab of SOP Settings.

  If there is not enough stock to fulfil the order, a warning is displayed. You can continue to create the order.

• Traceable items.

  If you have chosen to assign batch/serial numbers to traceable items when allocating stock, the batch/serial numbers are automatically assigned to the order. If required, you can amend the order to change these numbers.

• Item prices.

  On the order template you can choose to fix the price on individual order lines.

  • If you select Fix price, the prices and discounts are copied from the order template.
  • If do not select Fix price, the prices and discounts are taken from the Price Book.

Outstanding sales order values held for the customer are updated, and the repeat count for the template is updated.