A shortage is cleared by the warehouse and purchasing
Who is involved
| Role | What they do |
|---|---|
| Sales manager | Confirms the order. |
| Buyer | Reviews the draft purchase order for the shortfall. |
| Warehouse user | Reserves stock for the order once it is in. |
Step by step
- Sales manager
Confirms an order for goods the warehouse cannot fully cover.
What they see:The order is Confirmed.
- System
Inventory reserves what it can and drafts a purchase order for the shortfall.
What they see:A draft purchase order appears in Inventory.
- Buyer
Opens the draft purchase order, checks it and sends it to the supplier.
What they see:The purchase order moves on from draft.
- Warehouse user
When the goods are in, opens the order list, chooses Fulfilment scan and presses Auto-resolve stock.
What they see:The result says how many lines were reserved and how many are still short.
- Sales manager
Opens the order's fulfilment report.
What they see:Each line shows its status, from short to complete.
Who is told what
Nobody is notified automatically; the manager, buyer and warehouse find the work in their own screens.
Related
- Sales Orders & Fulfilment
- Inventory, Purchasing & Warehousing
- An online order is picked and shipped by the warehouse
- The order desk hands a shipment to the warehouse
- A clerk prepares the order and a manager confirms it
- A paid online order is fulfilled as a sales order, and its status comes back
- A won deal can open a draft order
- Team workflows