Accolent ERP allows multiple orders in fulfillment for the same customer from the same warehouse to be consolidated on an invoice. This is particularly helpful in the case of special orders, for example, where the special items may be drop shipped by the vendor and/or consolidated with items supplied from inventory. Because Accolent ERP creates separate financial statements for each warehouse, orders from different warehouses may not be consolidated onto the same invoice.
Customer has Multiple Orders in Fulfillment
- Customer 011 has multiple orders in fulfillment for Warehouse 1.
Consolidate Orders in Fulfillment
- Several orders in fulfillment for the same customer shipped from the same warehouse may be consolidated so that they can be invoiced together.
- After consolidation, further changes may be made to the order in fulfillment, if desired.
- The following rules apply to consolidations:
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- Consolidation can only occur on orders in fulfillment that have the same Bill-To and Ship-To customers, and
- Orders in fulfillment from different warehouses cannot be consolidated.
- Customer 011 has orders 65869 and 65894 that could be consolidated onto one invoice.
- Open Ship No 65869 for $89.21 and select Actions > Consolidate Orders.
- Select 65894 for $147.32 to consolidate.
- Select Consolidate Like Products=Yes.
- Note: consolidation of orders takes place immediately and cannot be reversed.
- On Save, both orders in fulfillment are consolidated as 65869 for a total of $236.53
Cannot Consolidate Orders from Different Warehouses
- Order 66914 in fulfillment is for Warehouse 4.
- Try to consolidate order 65869 with order 66914.
- The system prevents consolidation of orders from different warehouses.
Invoice Previously Consolidated Order
- Orders 65869 and order 65894 were successfully consolidated previously as 65869.
- Add Locations required for Location-Tracked product.
- The consolidated order 65869 can now be invoiced.
- Invoice is created.
