Order Codes can be used to communicate re-order information
about a rental or sales product to your purchasing agent and/or to
a supplier when ordering stock on a Purchase Order.
Order codes are associated with products can be used to relate
purchasing Notes specific to the product orders, in two
ways:
Print on the Purchase Order below the specific product detail
line to provide instructions or order information to the vendor
filling the order.
e.g. request the product be delivered on a specific skid or rack
compatible with your firm’s warehouse racking system
The codes can be maintained in the Order Codes window in the
"Inventory" parameters on the Operations tab of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Operations - Order
Codes in order to access this table.
Multiple Order Codes can be assigned in Equipment Groups and in the "Re-Order Information"
windows in Sales Inventory, and Rental Inventory.
Note: Group Order Codes only apply if there are no Order Codes on
the specific product.
Order Codes can be used as a filter when generating the Inventory Re-Order Report.
Order Codes notes can be displayed on the screen in Purchase Orders, and/or printed on Print Purchase Orders, and the P.O. Worksheet.
Product Order Codes can also be updated
using the Inventory Clean-Up export/import
utility.
The prompts are:
Note: If the Order Code is an exact match for an existing sales or rental product, the Order Code description defaults to the product description. This can be over-typed as required.
Uncheck this box if the notes for this Order Code do not need to be displayed when a product or Group having this code is put on a P.O.
Click the ACCEPT button to assign the Order Code to the product, or click the CANCEL button to prevent assigning the Order Code at this time.
ACTIONS:
Additional actions provided by buttons on
the Order Codes screen include:
When the changes to the spreadsheet are completed, save the spreadsheet to a "tab-delimited" text file.
Update the new Data to the Order Code table:
Click the IMPORT button to upload the revised 'Order
Code' data that has been saved as a "tab-delimited" text file, and
import the data back into the Order Code table using the Select a File to Upload utility.
A report on the number of codes updated is triggered and confirmation is required before the update to the Order Code table is executed.
Delete an Order Code:
To delete an unused or outdated code and notes from the system,
click the DELETE button then select the Order Code
number.
This delete utility makes permanent deletions as outlined in
Delete Order Codes.
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