Creating a Sales Order Batch

Overview

The Sales Order Batch functionality allows users to group multiple Sales Orders into a single batch for streamlined processing and management. The grouping of orders is controlled through the Sales Batch Creation Criteria app configuration, ensuring that only compatible orders are included in the same batch.

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App Configuration Requirement

Before creating a Sales Order Batch, ensure that the following configuration is set:

1. Sales Batch Creation Criteria

Location: Menu → App Config → General → Sales Batch Creation Criteria

Functionality: This

• This configuration determines how Sales Orders are grouped into batches.
• Multiple options can be selected, and the system will group Sales Orders into the same batch only when all selected criteria match.

Available Options:

• Store
• Currency
• Customer

By default, all parameters are selected in the app configuration.

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Workflow

Step 1: Navigate to Menu → App Config → General → Sales Batch Creation Criteria and select the parameters (e.g., Store, Currency, Customer) that should be used to group Sales Orders.

Step 2: Now, go to Sales Order Centre that displays all existing Sales Orders. Select the Sales Orders that you want to include in the batch and click on the Options dropdown menu.

Step 3: Click on Generate Sales Order Batch. A confirmation dialog box will appear displaying the message: "It will generate batch sales order for all the selected sales order(s)."

Step 4: The system evaluates the selected Sales Orders based on the configured criteria.

• If the criteria match, a single batch is created and becomes visible in the Sales Order Batch Centre.

• If the criteria do not match, separate batches are created for each Sales Order.
• If no criteria are selected in the app configuration, the system creates a single batch containing all selected orders.

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Validation Rules

1. Sales Orders that are already part of an existing batch cannot be added to a new batch.
2. Orders in Shipped, Partially Shipped status and Closed statuses cannot be generate into a batch.
3. If a batch contains multiple customers, the Customer Name and Customer Account# fields will display comma-separated values in the batch header.