Parcel Sales Order Entry

Owned by Leyda Telles (Unlicensed)
Last updated: May 03, 2023
4 min read

What is a Parcel Sales Order?
A parcel sales order is any sales order with the “Singles” or “Discrete” work type assignment. Note, a different process for LTL/FTL sales orders must be followed otherwise the sales order will not successfully go down the workflow.

 

Step 1: Open Sales Order Entry

On the navigation bar select 2 - Outbound > Entry > Sales Order Entry

 

 

 

 

Step 2: Enter Customer ID

In the “Customer ID” field, enter the customer ID and click the “New Order” button.

  • If the customer does not have an ID, one will need to be created. Select the “New Customer” button, to create a new customer ID.

 

Step 3: Enter Sales Order Header

Proceed to enter/adjust the header information.

  • Sales Order ID: is autogenerated but can be adjusted.

  • Carrier: The carrier name who will be shipping the sales order to the end consumer. Note, if this information is unknown this field can be left blank.

  • Carrier Service: The service level agreement. Note, if this information is unknown this field can be left blank.

  • Action: This field cannot be left blank and must be set to “INSERT”

 

Step 4: Ship To Information

On top of the header, 5 blue tabs are displayed. Begin by clicking the “Ship To” tab.

  • In the “Ship To” field, displayed under the header, select the correct address the sales order will be shipped to.

 

Step 5: Payment Information

Select the “Payment” tab and enter any information that is applicable. Note, none of the fields listed in this tab are mandatory for parcel sales orders.

 

Step 6: Order Information

Select the “Order” tab and enter any information that is applicable. Note, none of the fields listed in this tab are mandatory for parcel sales orders.

 

Step 7: Products Information

Select the “Products” tab, this screen will allow you to enter the requested product and quantity. Click the “Add Line” button to begin adding order lines.

  • Product: Enter the SKU name/number. Product barcode will not be recognized on this screen.

  • QTY: Enter the quantity being requested.

    • If QTY = 1 and Line = 1, the sales order work type assignment will = to “Singles”.

    • If QTY = > 2 and Line = > 1, the sales order work type assignment will = to “Discrete”.

  • Action: The action MUST be set to “INSERT” otherwise the order will fail to save.

Note, singles sales orders must be single line, single quantity.

 

Step 8: Promotion Information

Select the “Promotion” tab and enter any information that is applicable. Note, the ship complete field defaults to “Complete Available” if left blank.

  • Ship Available: Ships what fulfillment center has available. If the inventory has a unknown discrepancy or if a product from a sales order is unavailable JASCI will allow operator to pick and pack.

  • Ship Complete: Will not ship a sales order if all requested product and quantity is not available. If the inventory has a unknown discrepancy or if a product from a sales order is unavailable JASCI send the sales order to either the “Trouble Work” or “Trouble Station”.

 

END: Save and Send to WMS

Once all information is entered proceed to save and send the sales order to the WMS respectively.

  • Select the green “Save/Update” button. A success message will be displayed if the order was saved.

  • Select the gray “Send to WMS" button. A drop down list will be displayed, select the correct fulfillment if access to several fulfillment centers has been granted.