How to Create Sales Orders Without a Specific Warehouse

This guide explains how to create a sales order without pre-selecting a warehouse. This is helpful when you have stock across several warehouses, and the order can be fulfilled from any location.

Step-by-Step Guide

1. Start a Sales Order

Begin creating your sales order as you usually would.

2. Check the Warehouse Field

As you create the order, you will notice that the warehouse field is automatically populated.

3. Remove the Selected Warehouse

To remove the pre-selected warehouse, click the cross ('X') icon inside the warehouse field.

4. Complete the Sales Order

Once the warehouse is removed, the system will automatically pick stock following its pre-set sequence. It will not prioritise any particular warehouse.

FAQs

What happens if I don't remove the warehouse?

The system will only pick stock from the warehouse that was pre-selected.

Can I change the warehouse later?

Yes, you can manually adjust the warehouse field before you finalise the order.

Will this method affect my stock levels?

No, your stock levels will update as normal, based on the warehouse from which the stock is picked.

How does the system decide which warehouse to pick from?

It follows the pre-set stock allocation sequence in Clarus WMS.

Can I set a default to always remove the warehouse automatically?

Currently, you must manually remove the warehouse selection each time you create an order.