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

Overview

Create Customers, create Routes, assign customers to a Route for a certain day(s) of the week.

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

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

Pre-requisites

1. Customers
2. Create Routes
   
   

Navigate to Master > Logistics > Route Master

Create Routes

You will need to create Routes, setup Day of Week and assign customers to Day of Week for each routes.

For example: if a customer needs to be delivered on Monday and Thursday for route 01.

1. Create Route 01, assign this customer to Monday day and Thursday day.
   
   
   

Navigate to Orders > Maintenance > Customer > Profile > Locations > Click on Routing tab > Setup Customer Location Routing

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 Run, the system will create and store the bulk orders in the EDI staging tables.

For example: Select to create orders for Monday as shown below. Then, just follow the instruction to set your parameters for the rest of the other screens.

Navigate to Orders > EDI Processing.

EDI Incoming Processing

Select your parameters. Make sure to check the From Bulk Order Entry checkbox.

The system will display your Bulk Orders onto the screen. After reviewing your orders, you can select your order(s) and click on the Process button to create new customer orders. 

Navigate to Orders > Customer Orders.

Bring up your new orders to review and modify.