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Order Minimum Management

Distributor steps for installing the Order Minimum Management app in Encompass to move invoices below a case or dollar minimum to an on-hold route. Requires v23.01+ and an on-hold route created first.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

  • An Order Minimum or On-Hold Route must be created prior to the app being installed. We recommend having this route be created with a delivery activity and the route type should have a LS Type of empty.

Steps

How to Install the Application:
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  1. Go to the App Library
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  2. Search for and select the Order Minimum Management app
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  3. Click Install
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  4. Assign Report and Dshboard Roles
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  5. Set a schedule for the import routine to run
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  6. Update application settings as needed
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  7. Accept Terms
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  8. Click Install

Fields And Definitions

How the application works:
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  • Automated process to move Invoices below an order minimum to an on-hold route. You will specify the minimum threshold, the route number for invoices to be moved to, and the locations this should be active in.

Application Settings:
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  • Minimum Threshold Amount - This setting will determine what the minimum threshold is to move invoices. This will be set based on the Minimum Threshold Measure
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  • On-Hold Route Num - This setting will determine where the invoices should be moved if they are seen as below the order minimum
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  • * LocationIDArr (stored separated by ','. For Example Locations 1 and 2 would be set as '1,2') - This setting will help dictate what locations to run this application in
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  • Minimum Threshold Measure - This setting will determine what the minimum threshold measure is to move invoices. This can be set to Cases, Dollar Volume, or Case Equivs.
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  • Review orders for each - This setting will help dictate whether to charge the fee for each invoice or for each delivery.
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  • Exclude invoices on this RouteNum - This setting will exclude all invoices on certain routes from being moved to the on-hold route

Best Practices

  • This application helps to ensure small deliveries or invoices are not delivered until they have more product on them.

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