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Main Menu > Sales Ordering > Web Orders > Web Order Inbox
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The Web Order Inbox allows users to view/edit Web/EDI orders and convert them into Sales Orders. The Web Order Inbox is also used to convert Sales Orders created on the BBS Atom app via the Create Quote/Sales Order feature, which import into BBS as quotes, into Sales Orders.
Web/EDI Order Inbox
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Account Mgr Selection - Users can select to view Web/EDI orders for all sales reps or click the drop down arrow to select a specific sales rep from the list.
Refresh - Will reload the screen allowing new Web/EDI orders that have been received to be displayed.
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Displays a list of Web/EDI orders in the Web Order Inbox waiting to be actioned.
Highlighting multiple lines allows users to convert Web/EDI orders to Sales Orders in bulk. Please note that when converting orders in bulk, orders with errors will be automatically skipped during the conversion process, sales exceptions that are not overridden with a valid password will result in the Sales Order being placed on hold and once created, sales orders will not open for editing.
Note: Web orders with errors will display in RED text and web orders that are marked paid will display BLUE text in the Paid column.
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Match Web/EDI ID - Allows users to match an unmatched Web/EDI ID to a specific customer. Once a Web/EDI ID has been matched to a customer it will NOT be required again. Please refer to Web ID Maintenance for more information.
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View/Edit Web/EDI Order - Allows users to view and edit the selected Web/EDI order. Please refer to Web Order Enquiry/Maintenance for more information.
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Create Sales Order - Allows users to convert the Web/EDI order to a sales order. Please refer to Creating Sales Orders for more information.
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Cancel Order Lines - Allows users to select lines from the selected Web/EDI order to be cancelled.
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View Errors - Allows users to view the errors attached to the selected Web/EDI order. Where errors exist on the selected Web/EDI order this button will highlight RED.
View Warnings - Allows users to view the warnings attached to the selected Web/EDI order. Where warnings exist on the selected Web/EDI order this button will highlight RED.
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Audit Trail - Allows users to view the Audit Trail for the selected Web/EDI order.
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Notify User - Allows users to select a user to email regarding the selected Web/EDI order.
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Creating Sales Orders
Converting a single Web/EDI order to a Sales Order
When a single Web/EDI order is highlighted and the Create Sales Order button is clicked, users can select which lines on the Wed/EDI Order they wish to convert to a sales order, allowing the Web/EDI Order to be split into more than one sales order. This can be useful for when part of the order will be direct shipped from the supplier, or is to be shipped from another warehouse.
 Web/EDI - Create Sales Order Screen
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Web/EDI Order - Displays the Web/EDI order number.
Cust - Displays the customer code the sales order will be created for.
Del Code - Displays the delivery code if applicable.
W/H Code - The warehouse code the goods will be despatched from.
C&H Release - When ticked, the sales order being will be a Charge and Hold Release sales order.
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Displays a list of the products that are available for selection for the sales order being created.
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Select - Will select the highlighted line to be added to the sales order.
Select All - Will select all of the available lines to be added to the sales order.
Deselect - Will deselect the highlighted line from being added to the sales order.
Deselect All - Will deselect all of the selected lines from being added to the sales order.
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Displays a list of the products selected for the sales order.
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Use Web Order Customer Names/Addresses on Sales Order - When ticked, the customer's name and address from the web order will be used on the sales order.
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Create Order (F6) - When all required lines have been selected and Create Order (F6) has been clicked users will be navigated to Sales Order Entry/Maintenance where the selected Web/EDI order will open as a quote and users can then save it as a sales order.
Show Direct Delivery Stock Levels - Allows user to view supplier stock levels available for direct delivery.
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Converting multiple Web/EDI orders to Sales Orders
When multiple Web/EDI orders are highlighted and the Create Sales Order button is clicked, sales orders will be automatically created for the selected Web/EDI orders without opening for manual editing. Note: Orders with errors will be skipped during the conversion process and sales exceptions that are not overridden with a valid password will result in the Sales Order being placed on hold.
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Web/EDI Orders Selected - Displays the number of Web/EDI orders selected for conversion to sales orders.
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W/H Code - The warehouse code the goods will be despatched from.
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C&H Release - When ticked, the selected Web/EDI orders will be created as Charge and Hold Release sales orders.
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Use Web Order Customer Names/Addresses on Sales Order - When Auto is selected the web order name and address will be used on sales orders created for 'GUEST' and EBAY orders only and not for any other orders.
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Create Orders (F6) - When clicked, users will be presented a confirmation pop up confirming they wish to convert the selected Web/EDI orders.
After clicking Yes, users may receive the below pop ups notifying them of any issues.
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