How To: Adding a Locator Number to an Order (02-08-02)
Overview
This tutorial describes how to add a Locator number to an order using the Order Maintenance selection (02-08-02).
Video
Step-by-Step
Entire Quantity from One Location
- Access an order and lock it using the steps described in the ‘Adding a Line to an Order’ tutorial.
- Click the Detail tab.
- Click on the item for which you would like to add a locator number. The Line Maintenance window opens.
- In the ‘Locator’ field, enter the locator number or click the search icon to select it from a list.
- In the drop-down menu to the right, select the status of the item. Choose from Available, Floor, Damaged, Other, or Misc.
- When finished entering the locator information, click Close.
- In the Detail Maintenance window, click Yes to update the changes.
- Click OK to save the changes.
Quantity from Multiple Locations
(Split Quantity)
You can only assign one locator number to a single detail line. However, at some point you might need to take items from multiple locations to satisfy the quantity ordered by a customer.
For example, a customer orders 3 HDMI cables, of which your company has 3 available. There is a quantity of 2 at one location and a quantity of 1 at another location. To satisfy the order, you will need to pull items from both locations.
In order to assign two locations to the same item, you will need to split the item among multiple detail lines. In this example, we would have one detail line for the HDMI cable with a quantity of 1, and another detail line for the HDMI cable with a quantity of 2. This is known as splitting the quantities.
The following steps describe how to complete this process.
- Access an order and lock it.
- Click the detail line for the item.
- Click the Split Qty button.
- The Split Detail Line window opens. Enter the quantity you want to move to a new line. Using the above example, you would enter either “1” or “2” (it doesn’t matter what order the lines are in).
- Click Close. The Line Maintenance window closes and the detail tab is displayed. You can see that the item now displays on two lines.
- For each line, enter a locator number as described in the ‘Entire Quantity from One Location’ tutorial.