How do I short order lines using reason codes in Clarus WMS?

How do I short order lines using reason codes in Clarus WMS?

Shorting Orders in Clarus WMS: A Quick Guide

When you process an order but don't have enough stock to fulfil it, the order will go into a part-allocated status. This guide explains how to ""short"" the order and close it, using a reason code.



Step-by-Step Guide

1. Create a Reason Code

Before you short an order, you must create a new reason code. Go to the Reason Codes section. Set the Reason Code Type to ""Short Order Lines.""

2. Activate the Reason Code

Once you've created the reason code, make sure it is active so you can use it when shorting orders.

3. Access the Sales Order Screen

Find the order that is currently in a part-allocated status because you don't have enough stock.

4. Short the Order Lines

Select the Short Order Lines button to begin the process of shorting the order.

5. Enter Reason Code and Description

You will be asked to choose the reason code you created earlier. Add a description to explain why the order is being shorted.

6. Confirm the Shortage

After you confirm the shortage, the order will no longer show as part-allocated.

7. Review the Order Status

The order status will now show as completed, even if there was not enough stock. However, the Fulfilment Status will change from PART to SHORT. It will not show as FULL unless all stock was allocated.



FAQs

What does 'shorting an order' mean?

Shorting an order means closing an order without fulfilling all of the remaining stock. You use a reason code to explain why it was not fully completed.

How do I create a reason code for shorting orders?

Go to the reason codes section, create a new code, set its type to ""Short Order Lines,"" and then activate it.

What happens to the fulfilment status after shorting an order?

The fulfilment status will change from PART to SHORT. It will only become FULL if all stock was allocated.

Can I re-process the order later if I short it?

WARNING: If you short an order, it is closed and cannot be re-processed later. If you do not short the order, you can re-process it when stock becomes available.

Will shorting an order affect other statuses?

Shorting the order will remove the part-allocated status. However, it will not affect the fulfilment status, which will remain PART or SHORT.


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