Flow with pre-filled quantity

In Settings > Plug-ins and Option Selection, under the [Logistics] tab, check the Pre-fill quantity option, then save.

To create an order, go to Sales > Order > Orders, then click [[ New ]].

• Caution: Before creating the order, verify that there is sufficient stock for the items concerned (Stock > Stock status)

• If the OK payment box for the order is not checked, the order remains pending payment.The status is determined automatically based on the payment deadline defined for the customer:

• If the payment terms require payment upon ordering, a 100% deposit must be paid before the order can be confirmed.

• If no deposit is required according to the payment terms, the order automatically changes to status 40 – Validated and payment OK.

Select your order, then click on [[ Preparation voucher ]].

Select the preparator

A preparation voucher opens. In the list of prepared items on the left, Simax automatically pre-fills and selects the batches of items to be decanted.

However, you can override this selection and access the detailed lines to manually choose the stock that suits you.

Simax selects the stock to be used based on the use-by date and best-before date, giving priority to items with the closest use-by date and best-before date.

You can click on [[ Save without validating ]] if you want to put the preparation on hold and continue later. The preparation slip can be found later:

from your order form in [Related documents]

or from Stock > Preparation > Preparation vouchers.

You can click on [[Cancel Preparation voucher]] to cancel the preparation voucher if necessary.

You can now validate the preparation voucher and generate the delivery note via [[ Validate ⇒ DN ]].

A delivery note is generated and the lines are automatically filled in according to what has been prepared in the preparation voucher.

You can now complete the flow by validating the delivery note via [[ Validate ]].

• You can click on [[ Save without validating ]] for the delivery note (DN) if you wish to continue later. In this case, the DN will not affect stock levels.

• You will be able to find the DN later:directly from your order form in [Related documents] or from Stock> Delivery > Delivery notes.

• You can click on [[Cancel DN]] if necessary. In this case, the preparation voucher will need to be revalidated to generate a new, correct DN.

• You can also click [[Close]] to set the BL aside and deal with it later.

After the delivery note (DN) has been validated, your stock levels are reduced. The movement history can be viewed via:

Stock > Movements > Movement history.

At each stage (preparation, delivery), the status of your order is updated automatically.

Access: Sales > Order > Orders.