Delivering Partial Orders

Task/Problem Overview

Sometimes you have converted an order with several line items for a customer and you have all of the items on the order in stock and on hand. In certain cases, a customer may only want to pick up or have delivered a portion of that order, thus leaving the rest of the items for later delivery/pickup. Because Savance Enterprise automatically allocates any item not already allocated that you have in stock to new orders, you will have to follow the process outlined below to properly handle the delivery of partial orders.

Delivering Partial Orders

To get started, there will need to be a converted order in your system. You will follow the standard ordering procedure as nothing in the process changes until the customer requests delivery of part of an order at one time and the rest of the order at another. Take the example below where we have converted an order for a customer with two items that are both already in stock.

In this case, you can see that both items are available and have already been allocated to this order. However, neither has been shipped and there is only one shipper in the “Status” tab (notice it has release 00 assigned). If you double click the shipper, it will take you to an itemized list of what items are included on that shipper.

You can see that both items haven’t been picked but both are still allocated. It is here that you would ‘Unrelease’ the item(s) you aren’t delivering to the customer from this shipper. To do so, right-click anywhere on the proper line item’s row and select ‘Unrelease Line’. This is demonstrated in line #1 below.

When you select ‘Unrelease Line’, it will prompt you to choose the new amount allocated. This is helpful in the case when there are several of the same line items on an order and the customer wants to pick up some quantity but not all of the quantity ordered.

This will unallocate the item from this release. You will know this has occurred as the item will still be listed on the shipper, but it will have a line through it and QTY Allocated will read 0.. It is at this time that you can carry on with the normal process through to invoicing as desired for this particular shipper.

It is important to note that by unallocating the item, it will now be vulnerable for the software to allocate it to a future order. It may be prudent to immediately reallocate in case that you don’t want to risk the item being allocated to another order. You can reallocate and prevent this from happening by going into the order and “forcing out a release”.

In order to force out the release, you will need to go back into the order, click “Release Management”,

Please refer to Release Management documentation for more information on Release Management. However, in this area, you have the ability to “Force Out Available Only”.

And then select Allocate Shipper bottom right hand corner of the screen.

Now you have successfully reallocated the item to the order and there is an additional Shipper (Release 01) in the “Status” tab that you can double-click to open. At this point, you will be able to follow the process of picking, packing, shipping, and delivering the new shipper/release at will.