Creating a Wave

A Wave is created to allocate the inventory for a sales order. This lets you reserve the stock for that particular order so that it does not get shipped for another order. You can only create a wave if you have inventory available for an item.

Creating a wave involves various statuses that provide a clear indication of the wave's current stage. Each status represents a specific stage in the wave's progress and helps users understand what step to do next in the wave process.

In XoroERP, you have the option to create a manual or an auto wave. Creating a manual wave allows you to select and wave particular item lines, while an auto wave automatically creates a wave depending on the chosen criteria.

Creating a wave

Manual Wave

To create a manual wave, you'll begin by selecting the item lines that are to be waved. Once the items are selected, you can proceed to create the wave and allocate the inventory. This approach gives you flexibility and control over order processing by providing you with the option to reserve inventory for the selected items.

To create a manual wave, go to Sales Order > Options > Create Wave - Manual

Upon selecting this option, you will be redirected to the "Create Wave" module. In the Sales Order Criteria section of this module, you will find the details of the sales order.

Create Wave Header Fields

Field	Description
Auto Close SO(s)	If this is enabled, the sales order will be automatically closed when the shipment is received.
Order Number	Displays the sales order number of the order for which the wave is being created.
Order Date	This field allows you to search an order by date in order to create the wave.
Select Ship Store	Displays the Ship Store of the Sales Order.
Order Number	Displays the Sales Order Number corresponding to the wave.
Order Status	Filter the sales order by status using this dropdown option.
Select Customer	This field allows you to select the Customer of the sales order for which you want to create the wave.
Ship Date	This field allows you to select the range of the ship date to search for the sales order to create the wave.

Selecting the sales order

The sales order will be listed in the details section below. Select the sales order to fetch the item details into the module.

Sales Order List Fields

Field	Description
Customer	Displays the Customer to whom the order belongs.
Phone	Displays the phone number of the customer.
Ship Method	Displays the selected method of shipment for the sales order.
Status	Displays the status of the sales order.
Order Date	The date on which the sales order was created or initiated is captured in this field.
Ship Date	This fields shows the date on which the order is to be shipped.

Selecting and moving the items

On selecting the sales order, the items added to the order will be populated in the Sales Order Lines section below.

From here, you can select the items of the order for which you want to create the wave.

Sales Order Lines Fields

Field	Description
Item#	The unique identifier of the item.
Description	This field displays the description of the item.
Ship Date	This fields shows the date on which the item is to be shipped.
Status	The status of the sales order is captured in this field.
In Stock	This field displays the available units of the item.
Alloc	This field displays the total quantity of the item allocated across all orders.
Ord	This field specifies the order quantity of the item.
In-Pick	This field specifies the quantity of the item that is in picking.
BackOrder Qty	This field indicates the quantity of the item that is currently back-ordered and awaiting fulfillment.
To Wave	This field allows you to select the quantity of the item to wave.
Notes	The notes or additional information added at the item line is captured in this field.
Item Category	Displays the item category associated with the item.

Move the selected item into the Waves Lines section using the right arrow.

Wave Lines Fields

Field	Description
SO#	Displays the sales order number associated with the item.
Item#	The unique identifier of the item.
Ship Date	This fields shows the date on which the item is to be shipped.
Qty	This field displays the quantity of the item being allocated.
Auto Close SO Line?	Check this option if you want the item line to be closed once the order is shipped.

Once the item lines have been moved, click 'Create Wave'.

Upon selecting the option, an "Item Inventory By Location" window will populate. Here, you can view the net available quantity of the item based on the LPNs and decide how many units to pick from a specific LPN, enhancing your control over inventory movement.

Please note that the option to select the inventory location will only be available if the "Enable picking item qty location while creating wave" app config is enabled.

Under the "To Wave" column, you can enter the quantity you want to pick from a specific LPN and click "Apply" to start picking.

Click on the "Tick" button against a record to assign the entire quantity to wave, i.e., pick all the available units from that location.

If the pick location isn't chosen for every unit ordered of an item, the system will automatically designate a pick location for any remaining quantity.

You will be redirected to the 'Assign Consolidation Location' window. Click on 'Confirm & Create Wave' to create the wave.

Auto Wave

XoroERP provides users with several options when setting up auto waves. You can read more about these options here. These options allow you to tailor the wave creation as per your needs. Once you have selected the criteria for wave creation, the system creates a wave for you. However, if the criteria for the selected option are not met, the wave is aborted.

To create a manual wave, go to Sales Order > Options > Create Wave - Auto

From this dropdown, select the criteria for creating the wave.

You will then be navigated to the Create Wave module.

Create Wave Fields

Field	Description
Auto Close SO(s)	If this option is selected, sales order status is updated to 'Closed' after the order has been shipped.
Auto Inventory Adjustment	Use this option to trigger an auto inventory adjustment if the inventory is short.
Customer	This field displays the customer for which the sales order has been placed.
Lock wave	Select this option to lock the wave. No action can be performed on a locked wave. You can unlock the wave from the wave centre to further process the order.
Order Number	The sales order number(s) for which the wave is being created is captured in this field.
Planned Ship Date	This field records the date on which the order is supposed to be shipped.
Lpn Numbers	This field allows you to enter multiple LPN numbers. The system will fetch all items associated with the LPN numbers while also considering wave template criteria. Ensure that the Wave Template has been selected. If the Criteria Rule Type field has a value, the system will prioritize LPNs accordingly.
Ship Store	This field shows the ship store of the sales order.
Wave Template	Select the wave template (if any) from this dropdown.

Select the desired options and click on 'Confirm & Create Wave' to create the wave.

When the wave is created, the system automatically assigns a unique number to the wave in the format of WA-W000001, where "WA" denotes the sales store code and 1 denotes a sequential series. Once this number is generated, it becomes a permanent identifier and cannot be altered.

The wave will be created in the Allocated status. For more details on the wave statuses, read Wave Statuses.

You can print this pick sheet once it is created by selecting the wave in the Wave Centre and using the Print Wave button.

Wave Statuses

• Allocated: When a wave is created, the status of the wave is "Allocated", indicating that the inventory on a SO has been reserved.

• Partially Allocated: This status indicates that some, but not all, of the required inventory has been reserved/allocated within the wave. This status suggests that there are still items that need to be allocated.

• In Picking: This status indicates that the items or products listed in a sales order are being gathered or picked from the inventory or warehouse to fulfill the customer's order.

• Picked: Once all the items on the wave have been picked, it enters the "Picked" status.

• Partially Shipped: If some items in the wave are yet to be shipped, the status becomes "Partially Shipped."

• Shipped: Once all items on the wave have been shipped and the order is fully fulfilled, it enters the "Shipped" status.

• Produced: This status relates to the manufacturing orders. It indicates that the items specified in the manufacturing order have been successfully manufactured or produced.

• Disassembled: This status relates to the "Disassemble" type manufacturing orders. It indicates that the items involved in the disassemble order have been taken apart or disassembled into their individual components.

• Merged: This status indicates that the wave is a secondary wave and has been merged with one or more other waves. The merged wave is a read-only wave and no further action can be taken on the waves with this status.

• Void: This status indicates that the wave has been canceled or deleted. Once a wave is voided and the quantity is unallocated back into inventory, a new wave can be created to allocate the order. Please note that the MO wave can not be voided. To void the MO wave, you will have to void the manufacturing order directly.

Auto-Producing Items in Manual Wave Creation

XoroERP offers the ability automatically produce manufacturable items when inventory levels are insufficient during manual wave creation from a sales order. When creating a manual wave from a sales order and encountering insufficient inventory for a manufacturable item, our system now generates a Manufacturing Order (MO) to fulfill the demand automatically. This allows you to manage inventory more efficiently, reduce manual effort, and accelerate order fulfillment processes.

You can easily track the generated MO from the "MO#" column at the item line level of the sales order.

Key Requirements

To enable this feature, please ensure the following conditions are met:

• The "Enable auto produce when having insufficient inventory" app config must be enabled. This setting allows automatic production of items when there is insufficient inventory to fulfill demand.

  
• The item in question must be marked as "Auto Producible". Only items with this designation will trigger the automatic MO creation process.

  
• Raw materials must be in stock. In instances where the necessary raw materials are not in stock, the MO will be generated, but not produced. You will need to manually produce the MO once the raw materials are secured.