Order flow - delivery note

Context:

Our customer BRED Germany has placed an order for 50 Coca-Colas. We will not use a preparation slip but will immediately let Simax automatically select the stocks to be deducted according to the best-before dates and use-by dates of the stocks. We will immediately proceed from the order to the delivery note.

Implementation in SIMAX

The initial stock status, Stock > Stock status.

Creating an order

Sales > Order > Create order.

The order moves to status 70 (ready to be prepared) because there is sufficient stock. The green icon in the stock column of the order line confirms that the stock is OK for delivery.

Delivery note on order.

Sales > Order > Orders, select the order and create a [[delivery note]].

Simax will automatically create delivery note lines from order lines.

It will preselect them by choosing the closest best-before dates and use-by dates.

The line to be delivered contains information about which stocks will be decremented.

We can choose other stock to deduct if necessary, simply by selecting the stock line and [[Modify]].

Select the item, the quantity, and then the batch/series number if required for the item. The stock will be selected automatically.

Finally, you can either:

• [[Validate]] the delivery note: this will generate the stock removal movements, and the order will then change to delivered status.

• [[Save without validating]]: this will save the delivery note but will not generate any stock removal movements until the delivery note is validated; the order will change to status 80, to be delivered.

• [[Cancel DL]]: this will cancel the delivery note; the order will remain in status 70, to be prepared.

Stock status after delivery

After the delivery note has been validated, the stock levels are decreased, and this will be recorded in the movements.

Stock > Stock status, and Stock > Movements > Movement history.