Pulling Multiple sales lines from bulk orders onto one sales order for call-off

This guide will walk you through the process of consolidating product sales lines from several bulk sales orders and putting them onto a single sales order for call-off and delivery to your customer.

For this example, we will be using a customer called Alderstone Builders Merchants (ALDBA), we have already set up a couple of bulk orders for them and we will be calling products off both the bulk orders onto one sales order.

If you need to you can go to the Customer View and click the Bulk orders tab to view the existing bulk orders for a customer.

Step 1: Create a New Sales Order

Create a new sales order with Alderstone BM as the customer and add a reference if necessary.

Choose a product that is already part of an existing bulk order. In this example, I used SDTY0825 from bulk order 15613
Upon selecting a bulk-ordered product, the system will display a pop-up that shows the bulk order ID and line references.

Please note: sales line references are an advanced feature of Merchanter and need to be turned on in the system settings if you want to use them. 

Step 2: Select from the Bulk Order

In the pop-up, you have two options:
Select the product from the existing order by clicking the Use Bulk Order button.
Or you can click Skip and add the item as a new entry.
In this case, I will click the Use Bulk Order button, now you will receive a pop-up where you can enter the quantity you wish to allocate from the bulk order.
The system will automatically display the bulk order details, including the ID of the order and the quantity being called off.

Note: The units line information will be updated once the order is allocated.

Step 3: Adding products from Multiple Bulk Sales

If the product you selected is available in more than one bulk order, the system will display all available bulk orders for that product.

Select which bulk order you want to call off from with the use Bulk order button, and set the desired quantity for this line.

Step 4: Allocate the Order

Now that all my sales lines are added, click Allocate Order. 

You many generate documents at this stage if required.
The system will update the order line to show how many units have been called off and how many are still remaining on the bulk order.

You can also click on the bulk order ID if you wish to look at the bulk order.

Review Bulk Orders and Child Orders

You can head back to the Customer View and under the Bulk Orders tab you can review the orders and you can see how many child orders have been created from each bulk order.

Clicking into a bulk order will display the linked child orders in the header information, or click on the Child Orders tab for a full list of call off orders from this bulk order.

You have successfully taken products from several bulk sales orders and placed them onto one consolidated sales order ready for call-off and delivery.  If you need further assistance or have any questions, feel free to reach out to our support team.

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