The Bulk Orders Creation function allows users to mass create Customers Orders for a specific day of the week.

Overview

Create Customers and assigned them to a Route for a certain day of the week.

Bulk Order Creation - This function will mass create Customer Orders for a specified Day of Week, filtered by certain criteria and store the results of the new orders in the EDI staging tables.

From EDI Incoming Processing screen, select and review the created bulk orders. If all looks good, select and process the staging orders to create the actual Customer orders.

Pre-requisites

1. Customers
2. Create Routes
   
   

Navigate to Orders > Utilities > Bulk Order Creation.

1. Select Day of Week - Specify which day of week you would like to create the orders - Monday, Tuesday, Wednesday, etc...
   
   
2. Order Date, Ship Date & Delivery Date will default to Day of Week date.
   
   
3. Select a Division.
   
   
4. Select Routes.
   
   
5. Select Super Customers.
   
   
6. Select Customers.
   
   
7. Select Locations.
   
   
8. Select Statuses - When create new orders, set the order status to Open or Hold.
   
   
9. Select Template Include Status (Order Template) - include templates with the Default Template checkbox Checked, Unchecked or All.
   
   
10. Select checkbox Generate New Order When Order Exists for Order Date - If order is already existed for the same order date - create new order or skip it.
    
    
11. Save Parameters - You can save the Parameters for future use and set it to private or public.
    
    
12. Click on Run, the system will create the orders and store them in the EDI staging tables.

Navigate to Orders > EDI Processing.

Make sure to check the checkbox for From Bulk Order Entry.

Review your orders, if all good, you can click on the Process button to create new orders. The system will create new orders and assign new order numbers.

EDI Incoming Processing

Navigate to Orders > Customer Orders.

Bring up your new orders to review and modify.