Job editor

Orders are placed in shippingNET for many business functions. In the Warehouse Module they are used for incoming or outgoing goods orders (vendor orders), in the Dispatch MRP for planning appointments and as a basis for consignment creation.

Note

The order type defines a category and a direction of goods flow. The category can be sales, purchasing, or production. The flow direction can be inbound or outbound. You can unlock additional job types in the System Configuration.

Create order

You can create orders in the order editor. The order editor, like each editor, is divided into several index cards and sections to form thematic focal points. In addition to the entry of the general basic information that can be found on the General Map, further information on the order items, additional information and resources can be entered. The Shipment List, Delivered Items and Status cards are used to track processes (or provide an additional overview of the current status of the order).

General

On this map you can see the most important information at a glance.

• In the Order Number field, you can assign a unique number. If you leave the field blank, a number will automatically be drawn when saving.
• Enter the organizations involved, such as buyers, sellers and invoice recipients, as well as their contact persons and telephone numbers.
• In the reference fields, you can enter identification numbers from the point of view of the respective party. For example, you can store the customer's order number or a booking number from the invoice recipient's point of view.

For more information about the fields of the order, see Order Fields.

Order Items

You enter the items of the order on this card.

Procedure:

1. Select an item
2. Depending on the configuration of the item, you can request additional properties such as batch, best-before date, etc.
   See also Manage Articles.
3. In the Quantity field, enter the desired order quantity for the item.
4. Click the Add action.

You will now see a new line below the input fields with the details of the order item. If you want to enter or change more data about this item, click on the Edit action . You can now make the desired changes in the Order Item Editor.

Warning

Your changes will not be saved until you click the Save action in the action bar below the editor. If you leave the editor without saving, your changes will be lost!

For more information about the fields of the order line, see Order Line Fields.

Additional information

On this card, you will enter the details of the agreement:

-Terms of delivery

• Shipping information -Payment
• Cash on delivery & insurance
• Customer notification -Cost accounting

Resources

Note

This map is only relevant for the dispatch scheduling and is primarily used for the correct allocation of resources in route planning.

Enter the requirements for the delivery of the order here. In addition to the required qualification of the employees, you can also determine the planned working hours and time spent at the customer's site as well as the time window of arrival.

Track deliveries

In the Shipment List and Delivered Items tabs, you will find useful information about the delivery status of the order.

Shipment list

In the shipment list, you can see all deliveries or partial deliveries that relate to this order. The shipment icon and the shipping date give you a quick overview of the status of each delivery.

See also Shipment Status.

Items delivered

In the Items delivered tab, you can see the shipment number and the shipping date as well as the delivery quantity for each order item.

To see additional details, click the Show details action in the list action bar . You will now also see:

• Colli information such as the collo number and the loading device
• and the characteristics such as batch, best-before date, etc. of the packaged items.

Status

You can manage status information that relates to the entire order on the Status tab.

An order can have the following current statuses:

Symbol	Code	Description	Final
	MAN	Manually created in shippingNET
	IMP	Imported into shippingNET
	OIM	Order in progress
	RMA	Ready to produce
	RFP	Released
	HLT	Stop
	ICP	Incomplete
	CMP	Completed	✔️
	STO	Cancelled	✔️
	RFQ	Request for quotation
	APP	Approved
	ODA	Order scheduling carried out automatically
	ODC	Order scheduling complete
	ODE	Order scheduling carried out externally
	ROG	Return of goods
	RXP	Released for export
	SFR	For Repair Shipping
	SHP	Shipped
	RCV	Received
	LOK	Locked

See also:

• Order fields
• Order line fields
• Order status
• Working with the Status List
• Business Functions