Sales representatives often discuss specific packages or lots with their customers based on test results, harvest batches, and more. To make internal communication easier between the sales and fulfillment teams for which inventory customers ordered, Canix supports requesting specific packages, Canix Lot IDs, or production batches when managing a sales order.
Learn more about how requesting inventory on a line item can improve your sales operations in the following steps.
Requesting a Source for a Line Item
As a sales rep, you can search products to place on a sales order before viewing the packages, lot IDs or production batches available. Note that any quantities displayed in the sales order product search are the full Active packaged quantity, which also includes quantities already allocated or requested on sales orders.
- Beginning from a created sales order, select the ellipses to the left of the Line Item Name
-
Select Request Source
-
On the side panel that appears, use the Request By field to see inventory summarized by Package Tag, Lot ID or Production Batch.
-
Select the checkbox next to the package tag, production batch, or Lot ID requested > select Save to save the line item quantity as a request for the selected inventory.
-
Requested quantities on sales orders with a status of Created, Filled or Approved are visible in parenthesis next to each source quantity. This no longer appears when the sales order status is changed to Shipped, Accepted or Archived.
- Requested quantities are not deducted from the package, and do not restrict others from requesting quantities against the same package.
-
There are no restrictions on over-requesting a package. Users can request the same package on multiple orders, and for beyond the quantity in the package currently.
-
When requesting more than 1 package for the same line item, the total line item quantity will be requested from each selection.
For example: A 35g line item quantity will show as 35g requested from Package 1 and 35g requested from Package 2 at the same time for the same line item. - Requested quantities on a package do not appear outside of the Request Source side panel
-
Requested quantities on sales orders with a status of Created, Filled or Approved are visible in parenthesis next to each source quantity. This no longer appears when the sales order status is changed to Shipped, Accepted or Archived.
Fulfilling Sales Orders with a Requested Source
Requesting a package on sales orders makes fulfilling orders much quicker. As a user adding packages to a sales order, follow the steps below to use packages from the inventory requested by a sales rep.
- Navigate to the sales order to be fulfilled > select Add Packages below the line item
-
Requested sources for the line item are visible at the top of the Add Packages side panel
-
If package tags were requested: The requested tags are listed at the top of the side panel. Packages that match the requested tag numbers are highlighted in green in the list of packages below.
-
If production batches were requested: The production batch is displayed at the top of the Add Packages side panel. Any packages with a matching production batch will have the production batch highlighted in green in the list of packages below.
-
If Lot IDs were requested: The Lot ID is displayed at the top of the Add Packages side panel. Any packages with a matching Lot ID will have the Lot ID highlighted in green in the list of packages below.
-
If package tags were requested: The requested tags are listed at the top of the side panel. Packages that match the requested tag numbers are highlighted in green in the list of packages below.
- Packages can be selected to allocate to the order, or split using the ellipses, for fulfillment of the order. See information on managing sales orders here.
- Select Save to add packages to your order.