Non Standard Orders

The Non Standard Orders option in the Orders menu allows you update customers' Standard Orders when new products are added to a customer order. You can quickly:

• Find products in customer orders that are not in the customer's Standard Order
• Optionally adjust the product pricing that applies for that customer
• Add the product and adjusted pricing to the customer's Standard Order, and
• Update the price in the customer's order (if the price has been adjusted and the order has an Order Status of Ordered or Confirmed)

Searching for ordered products not in customers' Standard Orders

• Select Non Standard Orders from the Orders menu
• The screen will display with your Working Date as the Order Date
• To choose a different date to search (for example, if you have entered customer orders for tomorrow with new products added to the orders):
  • Order Date: Select the delivery date of the orders you wish to search
  • Click Search

Adjusting Prices and Updating Customer Orders and Standard Orders

In the list of non-standard products, for each customer/product record you can add that product to that customer's standard order, and optionally adjust the price as the same time. To do this:

• For each customer/product combination you wish to update:
  • Add a price adjustment if required
  • Click the  Save icon on the right :
    • If a price adjustment has been made AND the order has an Order Status of Ordered or Confirmed, the pricing in that customer's order for the selected date will be updated
      •  The price in the customer's order will NOT be updated if the order has already had the docket printed, been delivered or invoiced
    • The product will be added to that customer's Standard Order
      • If you have added a price adjustment, it will be included when the product is added to the Standard Order
      • The new Standard Order item will have an Order Type of Standard and a quantity of zero for each day
        •  If required, click on the customer name in the Non Standard Order list to open the customer record in a new tab; you can then update the Order Type and daily standard order quantities for the product in the customer's Standard Order tab
          

Notes:

• When the price is adjusted in the customer's order, the product pricing is only updated for the order with the selected delivery date. If you have created multiple customer orders in advance, after saving the adjustment(s) you can use Reget Prices to update the pricing in other orders.
• Click Search to refresh the list; any products you have already saved will be removed from the display.

The Non Standard Orders List

• Order #: The customer order containing the non-standard product
  • Click on the Order Number to open the order in a new tab
• Customer: The customer to whom this order applies
  • Click on the customer to open their details in a new tab
• Product: The product that is ordered but not in the customer's Standard Order
• Qty: The delivery quantity in the customer order
• Cost Price: The cost price including GST and CDS fee, if applicable
• Current Price: The current price in this order
• Unit Price: The unit price as calculated for the customer's price level (including GST and the CDS fee, if applicable)
• Adjustment: If required, enter an adjustment to the selling price that will apply only to this customer
  • Enter a positive figure to increase the price, or a negative figure to decrease it
  • Percentage adjustments are applied to the Unit Price excluding any CDS fee
• Adjustment Type: The adjustment you enter can be either a dollar and cents amount, or a percentage; the currently selected type is shown in green.
  • If the adjustment you enter is an amount, click $
  • If it is a percentage, click %
• CDS: Displays a tick for products where the price list indicates that the CDS fee applies
• End Price: Displays the final selling price after adjustment; it includes GST and the CDS fee, if applicable
• : Click the Save icon to add the product to this customer's Standard Order (and, if the price has been adjusted, update the price in the customer's order)