This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
udropship:umarketplace:advancedpo [2014/05/01 21:21] renata [PO status depend on shipment status] |
udropship:umarketplace:advancedpo [2014/05/02 17:52] (current) renata [Create shipments and shipping labels] |
||
---|---|---|---|
Line 1: | Line 1: | ||
+ | ====== AdvancedPO add-on ====== | ||
+ | | ||
+ | ===== Introduction ===== | ||
+ | Advanced PO add-on introduces new sales entity Purchase Order(PO). | ||
+ | In bare UDropship, Magento shipment records serves as PO. Advanced PO add-on extends dropship with support of virtual/ | ||
+ | |||
+ | ===== Automatic generation of POs ===== | ||
+ | To configure automatic creation of Purchase Orders, select order statuses for which the system will generate POs | ||
+ | **// | ||
+ | Almost all automatic functionality in the UMarketplace Extension triggers by the status change of either order, PO or shipment. Automatic PO creation stick to that model too. | ||
+ | |||
+ | ==== Important requirements for automatic POs creation ==== | ||
+ | First requirement is selecting proper order status on which to trigger POs creation in **// | ||
+ | Second one, orders need to be placed using one of the carriers, either dropship or split-rate.\\ | ||
+ | Missing above requirements will lead to the situation where POs will not being created automatically. If dropship carrier is disabled all together, POs will not be created at all, even manually.\\ | ||
+ | |||
+ | ===== Notifications and automatic shipments creation ===== | ||
+ | To create shipments automatically, | ||
+ | For email notifications once order split to PO:\\ | ||
+ | **//vendor preference > Integration > New Order Notification Method = * Email notification// | ||
+ | Both pairs need to be set to yes: | ||
+ | * for packing slip to be attached to vendor notification (with AdvancedPo add-on it also automatically creates customer shipment) | ||
+ | **//vendor preference > Integration > Attach Packing Slip to Notifications// | ||
+ | **// | ||
+ | * to attach shipping label (with AdvancedPo add-on it also automatically creates customer shipment) \\ | ||
+ | **//vendor preference > Integration > Attach Shipping Label to Vendor Notification// | ||
+ | **// | ||
+ | and additionaly carrier need to support label printing (UPS, USPS, FedEx) \\ | ||
+ | **//vendor preference > Shipping Labels > Label Type//** - need to be non empty (PDF or EPL) | ||
+ | and valid carrier credentials filled in proper section of vendor preference | ||
+ | * similar for vendor PO PDF (Advanced PO add-on) \\ | ||
+ | **//vendor preference > Integration > Attach PO Pdf to Notifications// | ||
+ | **// | ||
+ | |||
+ | |||
+ | ===== Create POs manually ===== | ||
+ | One of the two key features of the Advanced PO add-on is an ability to create partial POs and shipments. Another key feature is an option to create PO's by clicking on the button in the right top corner **'' | ||
+ | Create PO page looks similar to Magento native pages where Invoices and Creditmemos are created. Item qty selected on this page for which PO's are created. In case Multivendor add-on is used, target vendor can also be selected. \\ | ||
+ | |||
+ | ==== Reassign existing POs ==== | ||
+ | Advanced PO add-on in combination with Multivendor add-on possess quite useful feature, reassigning existing PO to another vendor. | ||
+ | The PO status needs to be changed to canceled in **'' | ||
+ | If shipments were already created in that PO, either '' | ||
+ | '' | ||
+ | '' | ||
+ | Once existing PO canceled, order items status also updated by changing qty POed field and those order items are ready to be included in new POs. | ||
+ | Click on '' | ||
+ | |||
+ | ===== Create shipments and shipping labels ===== | ||
+ | POs have to be generated and shipment records created in order to fully process the order. Vendor can accomplish this in vendor portal dashboard order view box using '' | ||
+ | The great flexibility here is ability to create partial shipments using Partial Availability selectbox, where vendor need to select //Ship Partial// and set required qty. \\ | ||
+ | In addition, vendor can generate shipping labels by checking '' | ||
+ | Making partial shipment will sync weight/ | ||
+ | Very important to note that labels can be generated only using FedEx, UPS, USPS system shipping methods.\\ | ||
+ | In case vendor shipping methods configured using other carrier methods for actual shipments, vendor will not be able to generate label. \\ | ||
+ | Select carriers, which vendor uses to generate labels for, in // | ||
+ | If vendor forgot to generate label, when shipment created or want to generate extra label, there is an option to generate label from shipment view box. After vendor created a shipment it will be included in the list of POs shipment which located under '' | ||
+ | Shipment IDs have a link that lead to PO shipment view box, where vendor can change shipment status and generate labels. | ||
+ | |||
+ | ===== PO status depend on shipment status ===== | ||
+ | By default PO's strictly statuses are Shipped, Delivered, Canceled.\\ | ||
+ | Vendor cannot change PO status to shipped unless shipments created for all items and all shipments statuses have shipped status.\\ | ||
+ | The same process applies to Delivered PO status. To fully cancel PO, shipments have to be canceled as well (there will be a checkbox '' | ||
+ | If the workflow is different and PO have to be changed to any status, set Yes in \\ | ||
+ | // | ||
+ | |||
+ | ===== Shipments auto-invoice ===== | ||
+ | Another Advanced PO add-on' | ||
+ | Shipments can be invoiced once the status reaches the one that is set in\\ | ||
+ | **// | ||
+ | to turn on the feature \\ | ||
+ | **// | ||
+ | this will work, if payment method used by customer to order, implement partial capture (there are very few of them: PayPal website payments Pro, enterprise edition payment bridge). \\ | ||
+ | Another option, is to bypass payment method' | ||
+ | **// | ||
+ | this option will invoice(capture) the whole order. \\ | ||
+ | Later option will be a better fit, if there no orders that need to be only invoiced partially e.g order split between 2 vendors, hence we have 2 POs in order and both POs need to be invoiced, but order payment method does not support ability to capture them separately. |