The article outlines the steps to create an order for Products/ Styles that have been marked as 'X-Stock' in Sync ERP.
The X stock functionality is expected to be used primarily through B2B allowing Customers or Reps to buy the product regardless of the Sales order delivery window set.
FOLLOW STEPS BELOW:
1. From Sync Home navigate to New-> Sales Order
2. Choose to create by customer or rep
3. Select Customer & Sub Customer if required
4. Select rep
5. Enter PO# number (this must be a unique number for the selected customer- ie. cannot have duplicate PO numbers for a single customer)
6. Select Delivery start and end date
7. Select Buyer
8. Tick next to 'Sales order is for X-Stock'
9. Click OK
10. Select your product then continue to create the SO normally.
*Products/ Styles must first be marked as X-Stock before becoming available for the Sales order.
X-Stock refers to Products in B2B Mobile Sales that have been marked as X-Stock meaning they can be ordered outside of the specified Sales order date window. Sales for these products can be created in Sync ERP & B2B but primary use is intended for B2B.
NB. For a quick tutorial watch below
