The article below will provide guidance on the various ways your Agency Play system can be configured when available dates and QOH exist.
Where to Find These Settings
These settings can only be configured on the 100 server. Click Setup > Suppliers > Suppliers and select the Sales Order Control tab.
What Does Each Setting Do?
- Split Sales Order by Available Date – When the product has a future available date and is added to an order it will split this item out and put it on a separate order. The order will have the available date as the ship date, thus creating a split order.
- Select Ship Date by Percentage – Upon confirming an order with multiple ship dates, you can choose the ship date by the percentage of the order that will ship on your ship date. For example, You have five products available to ship now and five products shipping later next month. If you choose an ASAP ship date, then the percentage you will see upon choosing today's date is 50% whereas if you choose a ship date of next month you will have a percentage of 100% that will ship on that ship date. This option is great for summarizing and displaying products that can ship now vs products shipping at a much later time which can create an opportunity to add more ASAP available items to the order. If this option is enabled, then the rep can choose to group the items on the sales order copy by available date, which provides the retailer with a reference of the available dates.
- Show QOH Date – This will display the available date of the items in your Play system.
- Process QOH on Scan – If you use Quantity on Hand, upon adding an item to your order by scanning a barcode, it will automatically take the quantity of the product added to the order and deduct that from the overall quantity of the product that you have on hand. Note that this is only reflected on the Play device you are using to write orders.
- Process Qty Onhand – This will take the qty of the item on your order and deduct it from the overall quantity on hand shown on your Play device once the order has been finished (HFC or Confirmed)
- Show Qty Onhand - This will display the Quantity On Hand of the items in your Play system.
- Allow Product Date Available Override on Sales Order
- When enabled (checked), the sales rep can add a product with a future available date to an order with a lesser date. For example, an item only available next month could be added to the order with a ship date of today.
- When disabled (unchecked), the available date of the product is enforced. For example, a product available only next month cannot be added to an order with a lesser ship date. It can only be added to an order that is the day of the product's available date or a day after the available date.
- Allow Selling Out of Stock (Road and Show mode)
- When enabled (checked), if the product has an overall quantity on hand of 0 (there is none of this product left), this setting will allow the sales rep to add it to the sales order.
- When disabled (unchecked), if the product has an overall quantity on hand of 0, then the sales rep can no longer sell this product and will give the rep a message upon selecting the item that this item is no longer in stock and cannot be added to an order.
Best Practices and How to Use Each Setting
The four settings below determine your configuration:
- Split by Available Date
- Select Ship Date by Percentage
- Allow Product Date Available Override
- Allow Selling Out of Stock Items
Examples of various configurations are below, but not limited to:
- Don't split by available date, but allow your reps to add future-dated products to orders with the lesser date such as today instead of the future, as well as allow selling out of stock items:
- Split by Available Date -- Off
- Select Ship Date by Percentage -- Off
- Allow Product Date Available Override -- On
- Allow Selling Out of Stock Items -- On
- Enforce your available dates, split by available date, and don't allow selling out of stock items:
- Split by Available Date -- On
- Select Ship Date by Percentage -- Off
- Allow Product Date Available Override -- Off
- Allow Selling Out of Stock Items – Off
- Don't split by available date, select ship date by percentage, and don't allow selling out of stock items:
- Split by Available Date -- Off
- Select Ship Date by Percentage -- On
- Allow Product Date Available Override -- On
- Allow Selling Out of Stock Items -- Off
- Split by available date but allow your reps to add future-dated products to orders with the lesser date such as today instead of the future, as well as allow selling out of stock items:
- Split by Available Date -- On
- Select Ship Date by Percentage -- Off
- Allow Product Date Available Override -- On
- Allow Selling Out of Stock Items -- On
,
Last updated: