S.O.P. -> Imported Orders

Grid Set up

  1. Make sure the Status is set to Awaiting Dealer Authorisation
  2. Click Search button or hit Enter/Return key to return results in the Grid
  3. Double click on a line to view the Imported Order
  4. Within the order, in the center of the screen you can update the Delivery Method from the drop down list.
  5. The Customer Reference and Customer Notes fields can be checked/amended here also.

 

Create Products

  1. Before you can progress the order, you must first create Products for items where a stock code does not exist.
  2. Any lines with a StockId of 0 (excluding line called Delivery) mean they are not Created as Products.
  3. Highlight the line(s) and click the Create Product button


Tip- If you are unable to create the stock for lines with a StockId of 0, please check for duplicate stock codes, further information can be found here.


Processing the Order

At the top right of the page you can now progress the imported order through Prima

Process Order - Creates and Authorizes the Sales Order in Prima, allocating lines where possible and moving the rest to your Requirements list for purchasing. Status of the Imported Order updates to Completed

Create Outstanding Sale Only - Generates an Outstanding Sales Order but does not Authorise, allowing you to open and modify as normal before doing so. Status of the Imported Order updates to Completed

Cancel Order - Does not process the Imported Order and marks the Status as Deleted by Dealer


Tip -once you have clicked Process Order or Create Outstanding Sale Only the will be a link at the bottom right to the Sales Order