Controlling Product Quantity Shipped using Supply Type Ignore
Overview
You can handle a number of unusual sale supply situations by using the supply type ignore on sale orders:
- If there is a need to partially ship a product even when there is sufficient stock to fully fill the order e.g., customer orders 5, want to ship 4 and keep 1 for sample display purposes, then raise a purchase order to fill the rest of the order. You can also do this by setting the supply type on the customer card to ignore
- You can set your systems supply type to ignore. This will cause picking slips to print for all sales and will totally turn of stock allocation. This is useful only if you are just starting with Readysell and your stock on hand figures are very bad or non-existent
- You can force all lines on a sale to back order by printing the shipment then posting the whole sale shipment with supply as zero on all lines
NEVER press the pick button on a sale shipment from a sale order that has any sale lines set to supply type "IGNORE". The pick button tries to allocate stock to ALL lines. This will often result in the location being cleared on lines that are on supply type of ignore!
Procedure
This can be facilitated via the following workflow:
- Select the sale order
Click
to set the Supply Type to Ignore for all lines to turn off stock allocation . Refer to Supply Types for more details
You can also set supply type at the line level
- Click
to create a new shipment Update the Qty Shipped to the required quantity
- Complete the shipment as per usual
Raise a purchase order for the unshipped/outstanding quantity
Create and complete a new shipment for the unshipped/outstanding quantity when the corresponding purchase receipt is processed
Instead of manually creating shipment for the outstanding quantity you can change the product line Supply Type to Allocated and Auto-warehouse (if enabled) will generate shipment and picking slip for you.
Suggested Sales Orders List View Filters to manage this type of order
Create a view variant based on the following filters to
list open sale orders that have Ignore supply type
list open sale orders that have Ignore supply type with shipments where Qty Shipped does not equal to Qty Ordered
