Sales Order Plan Management Guidelines

This guide outlines the comprehensive workflow for managing Sales Orders Plans effectively. The system ensures flexibility and efficiency in handling sales plans, their configurations, and associated actions.

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1. Creating a Sales Orders Plan #

Purpose: #

To create a sales order plan for a specified duration with optional inclusion of weekends.

Steps: #

1. Navigate to Sales Orders Plan > Add Sales Orders Plan.
2. Enter the following details:
   • Title: Provide a name for the sales plan.
   • Number of Days: Define the plan’s duration.
   • Start Date: Select the starting date for the plan.
   • Prepared By: Specify the person responsible.
   • Saturday/Sunday Included: Indicate whether weekends are included.
3. Click Create Sales Order Plan.

Outcome: #

The system generates a plan with multiple dates based on the specified duration. If weekends are excluded, those dates will be skipped automatically.

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2. Managing Each Plan #

After creating a plan, each day within the plan has specific actions:

1. Add Sales Order:
   • Initiate adding sales orders for the selected date.
2. View All Sales Orders:
   • Display all sales orders linked to the selected day.
3. View Products List:
   • Show the product details for all sales orders associated with the selected date.
4. Move to Another Day:
   • Shift the selected date’s orders to a different day.

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3. Adding a Sales Order #

Purpose: #

To add sales orders to the plan for a specific day. Three configurations are available: B2B Orders, Home Orders, and Contract Orders. Multiple orders can be added within the same configuration using the + icon.

Configurations: #

1. B2B Orders:
   • Steps:
     1. Select the Order Type and Confirmed Order from the dropdown.
     2. Auto-filled details include the Shipping Address and Balance Quantity.
     3. Enter:
        • Production Quantity (in pallets or kilograms).
        • Order Priority.
     4. Use the + icon to add multiple B2B orders.
     5. Click Save Sale Order Schedule.
2. Home Orders:
   • Steps:
     1. Select the Order Type, Product Type, and Home Order.
     2. Enter:
        • Product Code.
        • Weight.
        • Pallet Quantity.
     3. Use the + icon to add multiple home orders.
     4. Click Save Sale Order Schedule.
3. Contract Orders:
   • Steps:
     1. Select the Contract Supplier, Product Type, and relevant Contract Order Products.
     2. Enter:
        • Product Code.
        • Weight.
        • Quantity (in kilograms or pallets).
     3. Use the + icon to add multiple contract orders.
     4. Click Save Sale Order Schedule.

Adding Multiple Orders with the + Icon: #

• Purpose: Streamline the process of adding several orders without exiting the form.
• Steps:
  1. After entering details for the first order, click the + icon.
  2. A new row will appear for entering another order’s details.
  3. Repeat as needed to add multiple orders within the same date.
  4. Save all added orders at once by clicking Save Sale Order Schedule.

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4. Checking Sales Order Status #

When adding a sales order, the first section allows for status verification:

1. Store Status (Ready):
   • View products that are ready in stock.
2. Store Status (Raw):
   • Check raw materials available.
3. Raw Material Coming:
   • View incoming raw materials with expected arrival dates and times.
4. B2B Orders:
   • Filter and review all B2B orders by status, client, or date.

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5. Detailed Actions within a Plan #

Each day in the plan includes additional options for detailed actions:

1. View All Sales Orders:
   • Access a list of all orders scheduled for that day.
2. View Products List:
   • Display product details linked to the day’s orders.
3. Move to Another Day:
   • Reallocate sales orders from the selected day to a different one.

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6. Notes and Best Practices #

• Always ensure that the Production Quantity does not exceed the available Balance Quantity.
• Utilize the + icon to manage multiple orders efficiently within the same configuration.
• Regularly verify Store Status and Raw Material Coming for accurate planning.

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This streamlined workflow ensures efficient and accurate sales order planning, tracking, and management for optimized operations.