Release Notes: Inventory Management: Update Sales Import Status

What’s Changing?

New functionality that allows the updating of sales processing statuses for selected site(s), resulting in sales being redistributed on the next stock period close.

Release date: Thursday 26^th November 2020

Reason for the Change

Currently, customers need to raise a case with Fourth for a sales processing status to be updated. Such requests are required where sales have already been processed and distributed but changes have been made to recipes or an assignment to site. Introducing an interface for customer administrators to control this directly within Inventory puts the customer in control, removes the requirement to raise a case, and reduces lead time.

Customers Affected

All Inventory customers, though the configuration for updating sales import status is controlled by user permission and will be disabled by default.

The functionality can be added to desired profiles on request – please liaise with your Fourth contact to have this done.

Release Notes

Update Sales Import Status

A new user permission has been introduced, called Update Sales Import Status.

• Go to Sys Configuration> All options > Roles
• From the Module drop-down, select Stock
• Select the Administrator Role from the list and then go to the Role Functionalities tab
• Tick the box against Update Sales Import Status
• Scroll down and select Save

Fig.1 – New ‘Update Sales Import Status’ user permission 

• With this permission enabled, the relevant user will then go to: Stock Management > POS figures > Update Sales Import Status

Fig.2 – Update Sales Import Status menu option

A tree structure for selecting Sites will then be displayed – see Fig.3. 

• Select the required Locations by ticking the boxes next to them
• The Include Closed Stock Periods box can be ticked if desired
  • If ticked, selected Sites with closed stock periods will be included
  • If not ticked, selected Sites whose periods are closed will not be included
• Select Next

Fig.3 – Location tree structure

The selected Sites that meet the ‘Include Closed Stock Periods’ criteria will be represented for confirmation – see Fig.4.

Fig.4 – Submitting Sales Import

• To update the sales processing flag for the selected Sites’ stock period, and for sales to be redistributed on the next period close, select Submit
• To return to the Update Sales Import Status page, select Cancel

Please note: In the example shown in Fig.3 & Fig.4, while Covent Garden was selected, the period for this Site was closed and the option to include closed stock periods was not selected.