Creating a Wave/Allocating a Sales Order

A Wave is created to allocate the inventory for a Sales Order. This lets you reserve that 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.

Creating a wave

When creating a wave, you begin by choosing whether you want to create a manual wave or an auto wave. Manual wave allows you to select and wave particular item lines, while auto wave automatically creates a wave depending on the chosen criteria.

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 the option to reserve inventory for the selected items.

Create Wave Fields

Section	Field	Description
Sales Order Criteria	Auto Close SO(s)	If this is enabled, the sales order will be automatically closed when the shipment is received.
Sales Order Criteria	Order	Displays the sales order number of the order for which the wave is being created.
Sales Order Criteria	Order Date	This field allows you to search an order by date in order to create the wave.
Sales Order Criteria	Select Ship Store	Displays the Ship Store of the Sales Order.
Sales Order Criteria	Order Number	Displays the Sales Order Number corresponding to the wave.
Sales Order Criteria	Order Status	Filter the sales order by status using this dropdown option.
Sales Order Criteria	Select Customer	This field allows you to select the Customer of the sales order for which you want to create the wave.
Sales Order Criteria	Ship Date	This field allows you to select the range of the ship date to search for the sales order to create the wave.
Sales Order List	Customer	Displays the Customer to whom the order belongs.
Sales Order List	Phone	Displays the phone number of the customer.
Sales Order List	Ship Method	Displays the selected method of shipment for the sales order.
Sales Order List	Status	Displays the status of the sales order.
Sales Order List	Order Date	The date on which the sales order was created or initiated is captured in this field.
Sales Order List	Ship Date	This fields shows the date on which the order is to be shipped.
Sales Order Lines	Item#	The unique identifier of the item.
Sales Order Lines	Description	This field displays the description of the item.
Sales Order Lines	Ship Date	This fields shows the date on which the item is to be shipped.
Sales Order Lines	Status	The status of the sales order is captured in this field.
Sales Order Lines	In Stock	This field displays the available units of the item.
Sales Order Lines	Alloc	This fields displays the total quantity of the item allocated across all orders.
Sales Order Lines	Ord	This field specifies the order quantity of the item.
Sales Order Lines	In-Pick	This field specifies the quantity of the item that is in picking.
Sales Order Lines	BackOrder Qty	This field indicates the quantity of the item that is currently back-ordered and awaiting fulfillment.
Sales Order Lines	To Wave	This field allows you to select the quantity of the item to wave.
Sales Order Lines	Notes	The notes or additional information added at the item line is captured in this field.
Sales Order Lines	Item Category	Displays the item category associated with the item.
Wave Lines	SO#	Displays the sales order number associated with the item.
Wave Lines	Item#	The unique identifier of the item.
Wave Lines	Ship Date	This fields shows the date on which the item is to be shipped.
Wave Lines	Qty	This field displays the quantity of the item being allocated.
Wave Lines	Auto Close SO Line?	Check this option if you want the item line to be closed once the order is shipped.

How to create a manual wave?

To create a manual wave, follow the steps below:

• Open the sales order and go to Options > Create Wave - Manual.

  

• You will be navigated to the 'Create Wave' module. Here, select the sales order listed under the Sales Orders List section and all the item lines will be popluated in the Sales Order Lines Section.

  
• Select the item lines that you want to allocated and use the right arrow to move them into the Wave Lines section.

  

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

  
• In the Assign Consolidation Location window that will populate, 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.

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 incase the inventory is short.
Customer	This field displays the customer for which the corresponding 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.
Ship Store	This field shows the ship store of the sales order.
Wave Template	Select the wave template (if any) from this dropdown.

How to create an auto wave

To create an auto wave, follow the steps below:

• Open the sales order and go to Options > Create Wave - Auto. From this dropdown menu, select the option for creating the wave.

  
• You will be navigated to the Create Wave window.

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

  

Wave Statuses

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

• 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 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.