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
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
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.
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