Shopping List in Sales Order Entry
You can access the feature from menu in Sales Order Entry-Select Products. You can create a Shopping List that is based on promotional products, past sales, previous orders, and product lists. Promotional products are based on pricing records in PD Pricing Setup. Past sales and previous orders are based on the customer's transaction history. Product lists are set up in Product List Setup. Product lists are often used to sell slow-moving products or overstocked products.
Use the Shopping List function to perform these actions:
- Select products from a customer’s ordering history within a month/year range.
- Select products that are listed in the ordering history and automatically batch load the products into the sales order as separate line items.
- Select products from a list of specific previous orders or from a specific product list.
Use the Shopping List to show a list with these elements:
- All of the products a customer has ordered in the last two months
- The last quantity ordered for each product
- The last price that was given for each product
- Past sales totals for products by month
You can select individual products from the Shopping List to add to the order, or add all products from the Shopping List to the order. You can change the quantity to order for each product.
Customer reservations
If an active customer product reservation exists for any line in your shopping list, ‘CR’ is displayed on the line next to the Available quantity. The Available quantity includes the Reserved amount from Product Customer Reservation Setup. To view the reservations for this product, select the line in the Shopping List grid and click . This is only a lookup. If the reserved quantity is short, you cannot pull stock from another reservation record. You must delete the line from the shopping list and enter it using the single-line entry method. Authorization is required to borrow stock from another order. The Allowed Pull Quantity option is required for an override reservation.
Promotional Products shopping list
Promotional products are products that are on sale at a special price or discount for a limited time. Promotional pricing records are set up in PD Pricing Setup at either the product or product price type level. When you add the product to the customer’s order, the price is obtained from PD Pricing Setup. The promotional price is then charged to the customer. You can view pricing detail in the Pricing view in the Add Line Item section of Sales Order Entry.
To view all current promotions, select the Shopping List option and then click . Recalling a large number of records can affect your system’s performance. To minimize the number of records to sort through, specify the maximum number of records to display.
You can also filter the records that are displayed in Customer Order Pad Filter Setup to view only specific customers, customer types, and product categories. When filters are defined, those particular records are not displayed in the Shopping List. When you select to automatically launch this style, each time the Shopping List is accessed, promotional pricing is launched. If you clear the Automatically Launch This Style option, you can select from the different styles available.
Past Sales shopping list
You can select products from a list of products that the customer has purchased previously by selecting . Specify a range of months and the number of product records to recall for the Shopping List. You can also include past sales for these types of products:
- Nonstocks products
- Products that were sold from the warehouse on the order to the customer on the order and the customer's ship tos.
- Products that were sold to the customer or ship to on the order from any warehouse.
The recommended quantity for the products in the Shopping List is based on the first order found. To see past sales information as monthly totals, use the Past Sales window.
Previous Orders shopping list
Customers often order the same product repeatedly, or duplicate entire orders. The Previous Orders function lets you import product from up to 10 past orders into the current Shopping List. These orders can originate from any customer account. Because your pricing might have changed since the original order was shipped, you can have the system re-price the products or retain the original pricing. The recommended quantity is based on the first order found.
Product List shopping list
Product lists are user-defined lists of product set up in Product List Setup. Sales personnel or inbound call centers use these lists primarily to promote product sales on slow-moving products or overstocked products to their customers. If you use a Product List, select the Product List Type and specify the number of products you want to recall. The product list is then moved into your current Shopping List. The recommended quantity is based on the product list.
COD Direct Orders
You can not use the Shopping List feature in Sales Order Entry if you are entering a Direct Order (DO) for a customer with COD terms. The error, Direct Order with COD Terms - Shopping List Not Allowed (7023), is displayed. This adheres to other system limitations for COD Direct Orders. The only way a drop line can be added to a COD order is to tie it to a warehouse transfer.
Ordering history
The ordering history information is from the SM Extended Totals Warehouse/Product by Customer Report. The information contained in this file is automatically updated each time Sales Entry Processing Invoice Processing Report is generated, if the Customer, Product Category by Warehouse options are selected in SA Administrator Options-Sales History-Levels. The Update Sales Manager option must also be selected in Sales Entry Processing Invoice Processing Report.
You can filter the ordering history information by setting up records in Customer Order Pad Filter Setup for specific customers or customer types and product categories. When you set up a customer or customer type with product categories in Customer Order Pad Filter Setup, those product categories are not displayed when you use the Shopping List.