Summary
The Global Order Numbering settings screen controls some high-level settings on how order numbers and order statuses are assigned to orders in StockIQ.
It is accessible by going to Settings --> System Configuration --> Global Order Numbering Settings
NOTE: By default, StockIQ sorts items on your orders according to the Item Code and Site Code. It is possible to sort them based on a variety of different values such as the warehouse, warehouse bin location, warehouse zone, category values, and various other settings. This is configured by StockIQ staff on the back end. If you have a need for this type of sorting, please contact StockIQ Support.
Column Description
- Default Order Status - Sets the default status assigned to an order in the Place Orders screen when you are on the Order Number Assignment step. Normally, you will leave this at "Approved", but in some organizations, you may want all orders to go into a "Review" status first.
- Number By Site - Indicates that PO's should, by default, be assigned a unique PO number for each site. This is most commonly left enabled. When unchecked, PO numbers will be assured to be unique even when the items in the PO span multiple locations, which is usually not practical in the real world.
- Number By Country - Indicates that PO numbers have unique requirements based on the country of origin. Checking this box enables the "Country" select box in the Order Number Sets screen, allowing you to specify different order number prefixes/suffixes and numbering based on the supplier country of origin.
- Hold-For-Merge Prefix - When you use the "Hold For Merge" feature in ordering so that you can merge orders together using the Merge Orders Screen, they are given a number using this prefix. The prefix doesn't matter much, it should just not overlap in any way with your normal PO's.
- Hold-For-Merge Counter - Similar to above, just a counter for merge orders.
- Merge by Item Site - Check box to Merge multiple lines into one line. This only happens within defined receipt day window as defined below.
- Merge by Planned Receipt Date Window - Check this to assign day range to merge order lines.
- Planned Receipt Date Window in Days - Set the number of days +/- to merge order lines
- Default Review User - Not used.
- Line Number Start At - Sets the initial line number when assigning line numbers. This is usually "1", but can sometimes be "10" or "1000" for ERP's that have unusual numbering schemes
- Line Number Increment By - Sets the increment for line numbers, e.g. how much should be between each line. This is usually "1", but can sometimes be "10", "1000" for ERP's that have unusual numbering requirements.
- Max Lines Per Purchase Order - Allows you to specify a cap on how many lines are allowed per PO. Once above this limit, StockIQ will create additional PO's until all lines are assigned a PO#.
- Max Lines Per Transfer Order - Allows you to specify a cap on how many lines are allowed per transfer order. StockIQ will create additional transfer orders until all lines are assigned a number. This allows you to generate a light-weight pick-ticketing type system, especially if you have StockIQ sort the lines by warehouse bin or zone.