Chain orders address the need of distributors to split an order among multiple locations. It allows sales reps to easily and efficiently create orders for a set of chain stores by creating a “parent” transaction that is duplicated. The process and how to configure Chain Orders is explained below.
To create a chain order, create an order as you normally would for a “parent” Account that has chains beneath it. Make sure you loaded the relevant Accounts with chain stores/multiple locations. For details on this see: Upload Accounts with chain stores / branches.
The quantities ordered for each Account are detailed in a new dedicated catalog view called “Distributed Grid View”. This view shows a row for each Account selected from the chains, where quantities are entered for that Account.
The parent order is then “split” (in the shopping cart) and duplicated for all the selected Accounts. The Chain Orders created are presented in a dedicated Activity List in "In Creation" status. The user reviews and submits them from the Activity List. The new Master-Details format Activity List View is recommended for the submission of multiple chain orders.
The Chain Order feature is available for Pepperi Ultimate package. Contact your Pepperi sales representative for activation of this feature.
You must first define 2 Transaction Types in Pepperi:
- Transaction Type that will act as the parent order
- Transaction Type that will act as the chain order that results from splitting the parent order
(These Transaction Types have no effect on regular (non-chain) Transaction Types you already have defined in Pepperi for Sales Orders, Quotes, or any other regular “non-chain” orders.)
The Parent Order definition is in the Transaction Settings tab:
Check the “Enable Distributed Order” box
Select the Split orders Transaction Type that will be duplicated for all selected Accounts, in this example it’s “Chain Order”.
Select the Activity List that will be opened when the split order is submitted. You need to create the Activity List and select which type of view it should be opened in – Table, Card or Master-Details (more details on the new Master-Details format below). For details see How to Create Activity Lists.
When the split order is submitted, the user will automatically be brought to this Activity List where they can edit and submit each order created.
Chain Orders remain in "In Creation" status until they are submitted.
The Chain Order workflows will be carried out upon submission of each duplicated chain order. This means that whatever email notifications and inventory updates are defined in the Chain Order (not the parent order), will be carried out. Make sure to configure the workflow accordingly.
The duplication of the parent order into multiple chain orders is configured based on the “Duplicate Order for another Account” settings in the Actions tab of the Parent Transaction Type (for details see: Sales Transaction Types - Actions, Workflows, ePayment and Settings). Via duplication you can pass any order details from the parent order to be displayed on the chain order, such as: total parent order amount, total item count of parent order, remarks from the parent order, and more.
Please note the following considerations:
- Ordering currently supported for non-matrix items only
- Minimum quantity alert will take effect per each Account quantity
- Inventory alert will take effect on the total amount of each item ordered (not per Account)