MX: Standard Orders

Overview

This article will cover how to manage the different functions on the standing order screen. This information held here is connected to how the items are displayed when entering orders into the system.

Create a New Standard Order

Each time a new vendor is added to a store, a new standard will need to be created for that vendor to be able to order from.

To add a new standard order:

• Go to JJ Store > Special tasks > Standard Order
• Select the correct Vendor from the drop-down
• Select Add
• Enter an Order Title - ‘Standard Order’ will suffice
• Select Update

Fig.1 – Setting up a new standard order

Once this is done, the title entered in the Order Title field will appear in the Standard Order Guide field. 

Adding Items

Adding and removing items from the list here will affect what can be entered in for orders.

To add items to the standard order:

• Select the correct Vendor from the drop-down
• Select the item's Group using the drop-down under the ‘Group’ header
• Enter an Order Quantity
• Select the Item to Add
• Select Add Item

Once an item has been added, a message will appear underneath saying ‘Item added to standard order’.

• Repeat the process for each required item

Fig.2 – The fields for adding items to the standard order, with the successful message displayed

If the message doesn’t appear there is a chance that the item is already on the standard order.

• The best way to view all items on the standard order (if there are multiple pages), is to select PDF from the drop-down field next to Print Order Guide and then actually select Print Order Guide
• Use CTRL+F to find items more easily on the list

The item descriptions listed in the standard order screen are the MacromatiX item descriptions with the MacromatiX item number. The item descriptions in the printed order guide will be the vendor item descriptions and vendor item numbers, so they will not read exactly the same.

Items that have an asterisk next to them will display multiple lines for that item in the standard order. This is because the item has been configured to be ordered using multiple different purchase units. This will be viewable when using the Print Order Guide function.

Items can only be added to standard orders if they have been associated with the store and also associated with the individual vendor. If an item is not available from the drop-down field please contact the support team to get the item associated.

Removing Items

At the end of each item line in the standard order screen, there is a Delete button. Using the Delete button will remove the item from the list that appears when entering orders (JJ Store > Daily Tasks > Orders > New Order). The item will still be available to select from the drop-down field, in the add item section when entering a new order.

Where there are multiple purchase units available for an item, using the delete function will remove all options from the standard order list.

To remove only a specified purchase unit for an item, or to make the item unavailable to order from the store, please contact the MacromatiX support team to remove it.

The item will still be available for inventory as this is controlled on the Count Travel Path - see MX: Count Travel Path for guidance.

Sorting Order

Each item is given a ‘Sort Order’ value. This dictates the order of the items and how they will appear on the order screen (Lowest Number = 1^st on the list and vice versa).

• To edit the sorting order, select Edit on the required item line

The ‘Sort Order’ field will then become editable.

• Enter the desired value for the item and then select Update

Fig.3 – The Standard order screen after pressing the edit function on an item line

As a rule of thumb when first organising the list, it is best to keep the values between the items as multiples of 10. This allows new items to be put in between existing ones without having to reorder the whole list.

If all values were entered one unit after another, any new item added to the middle of the order would require all the values of the other items to be edited as well.