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:
Go to the App Library
Search for and select the Order Minimum Management app
Click Install
Assign Report and Dshboard Roles
Set a schedule for the import routine to run
Update application settings as needed
Accept Terms
Click Install
Fields And Definitions
How the application works:
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:
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
On-Hold Route Num - This setting will determine where the invoices should be moved if they are seen as below the order minimum
* 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
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.
Review orders for each - This setting will help dictate whether to charge the fee for each invoice or for each delivery.
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.