Add an order line

If a customer would like to add something to an existing order, then the supervisor can modify this manually by adding an orderline.

Usually orders are imported via an interface. It is not usual to edit imported orders!

Add, edit, or remove an orderline can be done if the order was added manually.

Order lines can also be added to orders in the status IDLE, PLANNED, ALLOCATED or ACTIVE.
  1. Choose Outbound Management > Orders in the Navigation Pane.
  2. Select an order.
  3. Choose the sub tab Orderlines.
  4. Click Add Orderline .
  5. In the option group Item Info, complete the following fields:
    FieldExplanation

    Item

    (mandatory field)

    Do one of the following:

    • In the field Item, enter the name of the item and press ENTER.
    • Click Select Item , select the item and click Finish.
    • Press ALT + I, select the item and click Finish.

    Quantity

    (mandatory field)

    Enter the quantity of the order.
  6. Where applicable, in the option group Lot Info, complete the following fields:
    FieldExplanation
    Lot

    Do one of the following:

    • Enter the lot number.
    • Click Select Lot, select a lot and click Finish.
    • Press ALT + L, select the lot and click Finish.
    Sublot

    Do one of the following:

    • Enter the sublot number.
    • Click Select Lot, select a lot and click Finish.
    • Press ALT + L, select the lot and click Finish.
    QC Status If required, check and click to select the quality status.
  7. Where applicable, in the option group Inventory Attributes, enter the inventory attributes.
    • The inventory attributes are entered by the Configurator.
    • Whether or not these inventory attributes can be edited, is set by the Configurator.
  8. In the option group Backorder Options make a choice between No backorders, Backorder shortages or Everything in backorder (module Advanced Picking Management required). See Backorders for more information.
  9. If the order is a VAL order, go to the next step. If not, proceed to step 13.
  10. Click the bottom of the tab VAL Options.
  11. Do one of the following in the option group VAL Options:
    • In the field VAL code, enter the name of the VAL operation.
    • Click Select VAL Operation , select the VAL operation and click Finish.
    • Press ALT + V, select the VAL operation and click Finish.
  12. Where applicable, in the option group Instructions, enter instructions on the VAL operation. These instructions will be displayed to the operator.
  13. If the order is a Kit order, go to the next step. If not, proceed to step 17.
  14. Click the bottom of the tab Kit Options.
  15. In the option group Kit Options, check the option Enable Kit To Order.
  16. Where applicable, in the option group Instructions, enter instructions on the Kit operation. These instructions will be displayed to the operator.
  17. Click Finish.
  18. Where applicable, add free fields. See Edit free fields via icon (Supervisor).
  19. Where applicable, add comments. See Add comments to an object.