Question
How do I allocate a Supplier to a Customer Order?
Answer
Parts > Customer Orders > Customer Orders
The allocate orders screen is where all parts that have been processed with one of the four available order types, can be allocated to a supplier.
Parts that have been reserved will not be on the screen. For parts that have been reserved please see Outstanding Orders.
The screen has various filters available at the top. An order type must be chosen.
A search can be generated with the ability to filter a specific franchise and order type. After a search has been generated various option are available.
Orders that are to be allocated to a supplier can be selected by placing a 
in the order column. If the whole page is to be allocated pressing ‘Select All’ will tick all parts.
Single clicking a line and then pressing ‘View Details’ will show the details of the order.
The option is also available to change the order type against individual parts. Single clicking a part and then selecting ‘Change Order Type’ will show the window below.
The order type can be changed from one type to another.
If stock is available, the part can be reserved from stock instead of ordering from a supplier.
Pressing ‘Accept’ will save any changes made.
Once an amendment has been made the option to recalculate the price based on the new order type is available.
Selecting ‘Yes’ will recalculate the issue price based on the Sales Discount Parameters.
Pressing ‘No’ the parts will retain the original issue price.
With all parts selected for allocating to a supplier, the ‘Accept’ button can be pressed.
The ‘Search’ icon will allow a search of existing parts suppliers.
Once a supplier has been selected, any outstanding open orders will be displayed.
To allocate to an outstanding order, single click the order and press ‘Accept’.
To create a new supplier order select ‘New Supplier Order’.
The allocate orders page will now clear and the next order type or franchise can be processed.
The final step in the order process can then be found in Purchase > Supplier Orders.
**Please Note: If the new supplier order option is chosen and the supplier is set within supplier maintenance as an internal supplier, the order is automatically sent to the relevant parts department. (Please refer to Supplier Maintenance and Internal Transfers)**
If parts have been allocated to an outstanding supplier, this order will remain within supplier orders until confirmed. (Please refer to Supplier Orders)
If a part is on an internal order and the supplying branch does not have a stock record a Customer Order Exception will occur. (Please refer to Order Exceptions)