Purpose: The Reservation function reserves stock for customer orders; however, some orders may include items that require special handling, drop ships, or coordinate groups. Additionally, some orders have items that belong to sets or variable sets. These special conditions may cause the system to process reservations and generate picks differently than it would for regular items.
In this chapter:
Overview: Coordinate grouping ensures that items on an order ship together. Items with the same coordinate group number will not allocate unless inventory is available for all of the items. Items are coordinate grouped in Order Entry and Order Maintenance.
Reserving stock: In a FIFO environment, coordinate groups are not considered during reservation. The system reserves a line if it is eligible for reservation, regardless of whether other lines in the same coordinate group can be reserved.
If the Reservation program cannot reserve stock for all items linked by a common coordinate group, it will reserve stock for the available items and leave the other items on backorder. The remaining items will be reserved in the same manner as all other backorders.
In a Non-FIFO environment, coordinate groups are considered during reservation. If a line cannot be reserved, no other lines in the same coordinate group will be reserved.
Creating pre-generated picks: The system creates a pre-generated pick only if all lines that are coordinate grouped are eligible for pick slip preparation. The system may split the lines that are coordinate grouped across multiple picks. See and .
Important: The same ship via must be assigned to items that belong to the same coordinate group.
Overview: A drop ship item is an item that you do not stock in inventory. When a customer places an order for a drop ship item, you order the item from your supplier (vendor). The vendor ships the item directly to your customer.
Reserving stock: To use the Drop Ship Reservation feature, you must indicate in the Vendor table whether you want to send drop ship picks, POs, and/or EDI transmissions, or process drop ship orders for this vendor using the . You can also ship items that are typically drop ship items from your own warehouse. For example, you may have returns that can be used to fulfill new orders; these items could be shipped from your warehouse rather than the vendor's warehouse.
When you take an order for a drop ship item, the system attempts to reserve stock from your warehouse, rather than from the vendor, as follows:
• If the entire quantity is available in the warehouse, it is reserved.
• If the entire quantity is not available in the warehouse, the system requires the order be sent from the vendor.
Printing drop ship pick slips: Drop ship items produce drop ship pick slips or drop ship purchase orders. If a drop ship item cannot be allocated from inventory, which is usually the case, the system produces a drop ship pick slip or purchase order.
The system performs the following procedures during drop ship processing:
1. An item is flagged as “Drop Ship” in the Item table.
2. When you add the item to an order, it displays on neither reserved nor backordered. The “Drop Ship” flag appears on the order line detail.
3. When you generate pick slips or purchase orders, the system checks the Item/SKU table to determine the primary vendor assigned to the item/SKU ordered.
4. The system then checks the Vendor table to determine whether this vendor takes drop ship purchase orders, drop ship pick slips, or processes drop ship orders using the interface with Order Broker’s Drop Ship Manager. If the vendor takes drop ship pick slips, the system prints a separate pick slip.
Overview: Items that can be personalized or finished are considered special handling (S/H) items. Personalization might include monogramming, engraving, hemming, etc.
Reserving S/H items: The system reserves inventory for these items in the same way as for any other item. A separate processing step is not required to reserve stock for these orders. Stock is reserved immediately or by the Evaluate All Backorders Program. See .
As inventory is reserved for these orders, the reservation program increments the S/H Reserve field in the Item/Warehouse table.
Pick slip preparation: The controls whether the system creates a separate pre-generated pick for the order lines on an order that contain a special handling code. This system control value also controls whether the system creates a separate pick slip PDF document for picks that contain items that require special handling.
Printing pick slips: The field on the allows you to select pre-generated picks for pick slip generation based on the presence of a special handling code for an item. Special handling instructions entered during Order Entry will print on the pick slip if the pick slip printing program you are using permits it. This is true whether the line prints on an individual pick slip or is on a pick slip with other items.
Overview: Finished good orders are orders that require assembly prior to picking and packing. A finished good, defined as Finished Good in the field in the Item table, is comprised of one or more component items that you may also sell individually.
You must perform an M (Make) inventory transaction to record assembly of the finished good out of its component items. Until you perform this transaction, the finished good will not be available for reservation. See .
Reserving stock: Finished goods are reserved at the finished good level, not at the component level.
Orders where the inventory is not reserved immediately will have stock reserved using the Evaluate All Backorders Program. See Reviewing Reservation Types.
Creating pre-generated picks: Typically, the system looks at the lead days for the shipper and your internal lead time to determine when to create a pre-generated pick.
Printing pick slips: The pick slip lists only the finished good; component information does not appear.
Overview: A set item, identified by a Set in the field in the Item table, is composed of two or more items that you sell together as a unit. The items that make up a set are often referred to as components. You can also sell these components individually.
• Component item(s): If any of the component items on a set are sold out based on the assigned soldout control code and the current inventory situation, the main set item and each of the component items are added to the order in a soldout status (S). For example, if the set includes five items, and one of the items is assigned a soldout control code indicating to sell the item out immediately, the main set item and all of the component items will be added to the order in a soldout status.
• Main set item: Similarly, if the main set item itself is assigned any soldout control code, the main set item and each of the component items are added to the order in a soldout status (S).
Pick slip preparation: To create a pre-generated pick for a set:
• If the set and component items are coordinate grouped, all of the component items must be reserved and in an open status.
• If the set and component items are not coordinate grouped, at least one of the component items must be reserved and in an open status.
Printing pick slips: The pick slip shows the components of the set, but not the price of each component. The price of the set displays on the pick slip next to the set item only.
Printing pick slips: The pick slip lists an order detail line for each component item and does not refer to the variable set at all. Prices are shown for each component.