Vendor Pickup flow

Company Settings:

• Support Vendor Pickup flow checkbox: 
  • Added on the Order Settings -> Sales Order tab;
  • Isn’t checked by default;
  • If the checkbox is checked:
    • Pickup flow is enabled;
    • The “Force Sales Orders to be Vendor Pickup” checkbox is clickable.

Vendor Pickup flow:

• Pickup Order checkbox:
  • Added on the SO Info tab;
  • Added on the SO edit tab;
  • If on the one tab user checked checkbox -> On the second tab checkbox is checked too;
  • If the checkbox isn’t checked -> works the old logic;
  • If the checkbox is checked:
    1. After item adding:
       • The item is in status Pending PO;
       • Create New PO Request selected automatically;
       • “Vendor Pickup Item” checkbox is checked;
    2. Click on Save & Process button:
       • SO is in status Pending PO;
       • Ship Order is in status Not Ready to Ship;
       • Invoice is in Status In Review;
    3. Created PO is displayed in Non Dropship Requests List;
    4. Select PO Request -> Click on Create PO button -> Click on Save & Process -> Sale Order Status changed on In Process;
    5. Open Invoice for this Sale Order -> Click on save & Approve button -> display OMS pop-up:
       • Text: You have open POs. Do you want to receive?
       • Buttons:
         1. Yes -> After clicking:
            • Sale Order -> status Shipped;
            • Ship Order -> status Shipped;
            • Invoice -> status is Open;
            • PO -> status is Received:
              • Item Receipt is in Received status;
              • Bill is in status In Review;
         2. No -> After clicking:
            • The pop-up closed;
            • Invoice edit opened;
            • Invoice is In Review status;
            • Orders don’t change statuses.

Shipping Schedule:

1. Vendor Pickup Label:
   • If Order is in status Vendor Pickup:
     • in Unschedule tab near Sale Order number display Vendor Pickup Order Label;
2. Ship button:
   • If Vendor Pickup Order was selected in Unscheduled List:
     • After click on the button -> displays the OMS message:
       1. Text: “Are you sure you want to ship the orders?”
       2. Buttons:
          • Yes -> Bulk Order Shipment;
          • No -> message closed and nothing change;
     • If the user clicks on the “Yes” button and for Vendor Pickup Order exist open Purchase Order Request or draft PO:
       • Display OMS Message:
         • Text: “You cannot ship vendor pick up ship Orders SHO-XXXX because of open POR or draft PO”;
         • OK button -> after click message closed and SHO not shipped.

Invoices List form:

• Approve button: 
  • Added to In Review tab;
  • Clickable if user select Invoice;
  • After click :
    • Display OMS Message:
      1. Text: “Invoice will be Approved. Please, select options:”
      2. Checkboxes:
         • Print Packing Slip:
           1. by default unchecked;
           2. if checked -> open a print pop-up, print Packing Slip and Invoice approved;
         • Print Invoice:
           1. by default unchecked;
           2. if checked -> open a print pop-up, print Invoice and Invoice approved;
         • Send Email:
           • by default unchecked;
           • if checked -> open Send Email panel, Invoice approved;
      3. Buttons:
         • Cancel -> close message without changes;
         • Save:
           • if checkboxes unselected -> bulk Invoice approvement;
  • If the user clicks on Approve  button and for Vendor Pickup Order exist open Purchase Order Request or draft PO:
    • Display OMS Message:
      1. Text: “You cannot approve vendor pick up invoices I-XXXX because of open POR or draft PO”;
      2. OK button -> after click message closed and Invoice not approved.