Rolled up eBay Transactions

Overview

Sales Orders that are imported via Channels 1.0 and Channels 2.0 can be rolled up.

Any Sales Orders with invoices within editable stages within [ Sales Invoice | Staged Processing ] which are also the first invoice for the Sales Order will be rolled up; Sales Orders will be rolled up where the following fields match:

• COMPANY_ID
• CONTACT_ID
• ADDRESS_ID
• BRAND_ID
• SALESSOURCE_ID

When rolling up any Sales Orders into a single 'main' order, for each Sales Order which is rolled up, an invoice tracking entry will be added containing the Sales Order Code of the order which has been rolled up into the new order. This tracking information is displayed in [ Customer | Customer Services | Tracking ].

Payments on any Sales Orders which are rolled up will be copied across and will be added as separate payments against the 'main' Sales Order.

Sales Order item fields from any rolled-up Sales Orders will be copied across from the 'main' Sales Order, excluding fields which would be populated as default fields populated by the Channel Order import. Fields from the item line on the Sales Order will be copied across. Other fields such as Overhead information, will be populated as per system settings.

Delivery Charges will be summed up and the total of these Delivery Charges will be set against the 'main' Sales Order.

Once completed, a dialog will be displayed showing which Sales Orders have been rolled up. The dialog will show the following:

Merged Sales Orders "XYZ", "123", "456" into SO123456.

Merged Sales Orders "ABC", "223", "556" into SO123457.

Notes / Caveats

1. The 'main' Sales Order will be determined to be the earliest of the Sales Orders which are being rolled up.
2. Performing this action will require Sales Order Edit and Delete Permissions, due to the actions being performed. User Permissions are setup using the option Edit User Permissions in [ System Data | Users ] .
3. Part shipped orders and orders which have already been rolled up, will not be rolled up.
4. It will NOT be possible to reverse this process automatically.

Usage

1. Open a Sales Order screen (show me how).
2. Open the [ Sales Order | Other Actions menu ] by pressing F9.
3. Select the option Rollup eBay Orders.
4. The user is asked for the confirmation. Then all the eBay orders, which are on editable stages and have one invoice only (i.e. haven't been part-shipped) are grouped by the matching criteria:
   • CHANNEL_ID (Channel ID can be found in [ Channel Listings | Channel Setup ]. It needs to be Type eBay.)
   • COMPANY_ID
   • CONTACT_ID (both invoice and delivery)
   • ADDRESS_ID (both invoice and delivery)
   • BRAND_ID
   • SALESSOURCE_ID
5. A second prompt will then confirm which Orders have been rolled up, into which new Orders.

See Also

• Stock screen