Wholesale Order Flow — From Sales Order to Merchandise Receive

In this article, we’ll cover the flow of goods from the creation of a Sales Order to completing a Merchandise Receive, outlining the key steps and options available in Flawless POS to manage wholesale orders effectively.

You may refer to this tutorial for a step-by-step guide on the Wholesale Order Flow: 

https://www.youtube.com/watch?v=IAydNhQASIU.

1. Create a Sales Order

1. In the Admin panel, go to the Wholesale Accounts tab and select an account, in this example, we’ll be using the account named Jov.
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• Navigate to the Orders tab and click Add Sales Order.

  • Add the items to the order (e.g.,  a bracelet and rings) by pressing Next and then Complete.
    
    
    
    
    
    

2. Allocating the Order

1. After the Sales Order is created, verify it under the Wholesale Accounts tab. 

   • You’ll see the newly created Sales Order in the list, including the item count and costs. 

             Note: Clicking on the dropdown arrow displays the list of all products in the Sales Order.

        2. To allocate items, go to the rightmost column and click the three-dot button, selecting Process Sales Order.

• Allocating to a Service Job: For the Yellow Diamond Engagement Ring, go to the Allocation tab, select Service Job, and create a job by clicking 0 in the Service Job column. Enter job details (e.g., Ring Job Test) and click Create Job Now.   

• Allocating to a Purchase Order (PO): For the Wing Ring and Bracelet-New, set the PO column to 1 and press Finish. This prompts Flawless POS to create a PO connected to the item, which you can verify by expanding the information list. 

Sending Items to the Vendor

1. To send the service job to a vendor:

   • In the Wholesale Accounts tab go back to the same account used when creating the sales order and go to Jobs.

• Click the three-dot button next to the job and select Send to Vendor. Choose a vendor. For this example, we will be using the vendor named Aptent Corporation .

• The status will immediately update to Started. 

4. Receiving Merchandise

1. When the vendor processes the request, go to Vendors Module from the Admin Panel. Go to the PO tab and confirm the PO and Service Job status.
   
   

   • Locate the PO or Service Job and ensure the items are ready for receipt.

2. Go to the Receive tab and select Receive Merchandise.

3. From here, there are 2 ways in which you can receive the merchandise: 

   • Receiving from PO: Select the PO for the ring, and press Next to complete.

• Receiving from Vendor Service Job: Choose APON Corporation, select the ring from the sales order, and press Complete.
  

• After completing the process,we will be returned back to the Received tab where we may be able to verify the newly created MR in the Grid.
  
  
  
   

Troubleshooting

If you encounter any issues while processing the wholesale order flow, please reach out to Flawless POS customer support for technical assistance.