Confirm for Delivery

This button is only displayed if the system setting ShowOutstandClientOrderConfirm is set to Always.

If it is enabled, this button must be clicked after a new order is saved, before the vouchers can be issued.

Force Complete

Orders are only marked as complete once all the vouchers have been issued or allocated.

If some of the vouchers in the order have been issued to the client and the rest are no longer required, click Force Complete to prevent the remaining vouchers from being delivered.

The partially fulfilled order will be marked as complete and can no longer be edited.

Allocate Electronic

Once a new Electronic Distribution order has been saved, click this button to allocate some or all of the vouchers in the order.

The Allocate Electronic window is displayed to allow you to assign a range of stock to be allocated.

Note: If the system setting ShowOutstandClientOrderConfirm is set to Always, the Confirm for Delivery button is displayed and must be clicked before the Allocate Electronic button becomes available. This is also the case when ShowOutstandClientOrderConfirm is set to WhenClientOrderAutoGenerateConfirmEnabled and ClientOrderMethod is set to Auto Generate Stock Order in Confirm.

Issue Vouchers

Once a new Physical Distribution order has been saved, click this button to issue some or all of the vouchers in the order.

The Issue Vouchers window is displayed to select the Location to issue vouchers from.

Note: If the system setting ShowOutstandClientOrderConfirm is set to Always, the Confirm for Delivery button is displayed and must be clicked before the Issue Vouchers button becomes available.

Barcodes

Click to export a CSV file detailing the barcodes required for each line of the order. This can then be sent to the Supplier.

Client Order

Click to generate and display the Client Order report for the order.

When the order is saved, the report is automatically generated.

Create Stock Order

Click to open the Stock Order maintenance form to create stock for the Client Order.

Order Name

1–100 characters

Enter a name to easily identify the order.

This is particularly useful for identifying the corporate customer associated with an order.

Client

Any configured Client

The client that placed the order.

Client Contact

Any configured Client Contact

Select a contact that is associated with the selected Client.

Email Address

1–255 characters

If a Client Contact is selected, this field will be populated automatically, and read-only.

If no Client Contact is selected, you can enter an email address in the field.

Delivery Method

Any configured Delivery Method

The Delivery Method to be used for shipping the order to the selected Client.

For example: Same-day courier.

Distribution

Physical

Electronic

Select whether the client will be issued Physical printed vouchers or Electronic vouchers.

Order Reference

1–30 characters

A reference number for the Client Order.

For example: C10012

Payment Method

Any configured Payment Method

The Payment Method to be used by the selected Client.

Status

n/a

The current status of the Client Order. There are three messages which may be displayed here:

New - indicates that the newly created order has not yet been saved.

Outstanding - indicates that the order has been saved but not completed.

Completed - indicates that the order has been completed and delivered to the client.

Note: Depending on the configuration of the system settings ShowOutstandClientOrderConfirm and ClientOrderMethod, the status Outstanding may also indicate whether the order is confirmed or not (for example: ‘Outstanding, Unconfirmed’).

Total

n/a

The total value of the Client Order. This is automatically calculated based on the Unit Price and the Ordered Quantity.

Deliver To

Client Contact Address

Client Address

Location Address

New Address

Three options are available when selecting the address to which the order must be delivered:

Client Contact Address - the address fields will be automatically populated with the selected Client Contact's address.

Client Address - the address fields will be automatically populated with the selected Client's address.

Location Address - the address fields will be automatically populated with the selected Location's address.

New Address - the address fields can be manually configured to ship the order to a specified address.

Contact Name

String

The name of the client contact. If no specific Client Contact is selected, this will be the main contact configured in the Client maintenance form.

If New Address is selected, the name will be editable.

Phone Number

1–25 characters

The phone number of the client contact. If no specific Client Contact is selected, this will be the main phone number configured in the Client maintenance form.

If New Address is selected, the phone number will be editable.

Address 1–4

1–100 characters per line

The address to which the order is to be delivered.

Town

1–100 characters

The town in which the Address is located.

Country

1–100 characters

The country in which the Address is located.

Postcode

1–25 characters

The postal code corresponding to the Address.

Voucher

Any configured Voucher Type

The Voucher Type to be included in the order. The items displayed correspond to the Code field of all configured Voucher Types.

Note: Multiple voucher types can be included in a single order by adding new lines to the table. Click the row marked with the * to add a new Voucher Type.

Description

n/a

The name of the voucher.

Note: This field is automatically populated when the Voucher is selected, and cannot be edited.

Unit Price

n/a

The price of the voucher. This field is automatically populated based on the Voucher Price record for the selected Voucher Type, and cannot be edited.

Note: If the Voucher Type is configured as a book (that is, if the option Units in Book is configured as greater than 1) the Unit Price will be the Voucher Price times the number of units in the book.

For example: A Voucher Type called Adult Gift Vouchers may have a price of $15, and come in books of 10. The Unit Price will be $150.

Ordered Quantity

Any number

The number of voucher units being ordered.

Allocated Quantity

n/a

The number of Electronic Vouchers that have been allocated but not yet issued.

Issued Quantity

n/a

The number of voucher units that have already been issued.

Artwork

Any Artwork configured for the selected Voucher Type

The artwork to be used on the vouchers included in the order.

Send Dispatch Note

cleared

selected

If the checkbox is selected, a message will be sent with the order when it is dispatched.

Customer Gift Message

1–255 characters

A message to send to the client.

This is displayed on the Client Order report which is generated when the order is saved.

Internal Comment

1–255 characters

Internal comments for your organisation regarding the order.

This is displayed on the Client Order report which is generated when the order is saved.

Comment for Supplier

1–255 characters

Comments for the supplier regarding the order.

This is displayed on the Client Order report which is generated when the order is saved.