When the repeat order template is converted to a sales order, a number of checks are made. When the conversion is complete, the details of any issues are displayed in a Conversion summary.
Stock items.
The following conditions are checked for each stock item:
Credit limit.
If the customer has exceeded their credit limit, the sales order is put On hold. You can choose to override this, if you have the correct user permissions.
Multiple locations.
You can choose whether to specify a default warehouse on the order template.
If you have not specified a default warehouse on the order template, you must choose the warehouse you want to despatch the goods from.
Stock fulfilment.
The order lines are fulfilled using the default Stock Order Fulfilment method set for the stock item. You can change this as long as you have the correct user permissions.
Stock allocation.
Stock is allocated to the order if you have chosen to allocate stock on order entry in the SOP Settings Order Entry tab.
If there is not enough stock to fulfil the order, a warning is displayed. You can continue to create the order.
Traceable items.
If you have chosen to assign batch/serial numbers to traceable items when allocating stock, the batch/serial numbers are automatically assigned to the order. If required, you can amend the order to change these numbers.
Item prices.
On the order template you can choose to fix the price on individual order lines.
Outstanding sales order values held for the customer are updated, and the repeat count for the template is updated.
Open: Sales Order Processing > Sales Orders > Repeat Order Templates.
If you are using multiple location users, specify the warehouse you want to despatch the goods from.
The conversion summary is displayed.