Master Orders​

Create template orders (sales & transfer) that can then be quickly multiplied over 1 or many customers and ship to locations. ​

• Create Master Order (basically a sales order or transfer order template)​

• Master orders are created initially for primary bill to customer​

• Customer Profiles are created to identify what Ship To’s are in part of each Profile ​

• Profiles allow user to group ship to’s and create master orders for each profile that then generate sales orders for those ship to’s​

• “Get Ship To’s” function should bring up all ship to’s for the customer so you can mass add ship to’s to specific profiles​

• Add Items & QTY’s to profiles​

• Run Rack Utilization from Master Orders to determine how many racks will be needed ahead of creating actual sales orders​

• Load Management will be able to bring in Master Orders to plan potential future loads (Loads cannot actually ship Master Orders, they must be Sales Orders, Transfer Orders, or Return Orders)