Grouped order lines are used mainly to deliver main and sub equipment. When grouped order lines are processed, sub equipment can be created as separate equipment in Equipment module, or have their information noted down in the main equipment’s comment. This outcome is decided by the Create sub equipment setting within the order’s main settings.
Related: View the tutorial video.
1. Group order lines
To group order lines, you must have an order with at least 2 order lines. For instructions on creating an order or order line, refer to Deliver equipment with documents in Orders module.
To group order lines:
- Select 2 or more order lines that you want to group → Select Grouped order lines in the action list.
- In the pop-up panel, choose 1 order line to become the main order line. The others automatically become the sub order lines.
- Main order line contains information of the main equipment.
- Sub order line contains information of the sub equipment.
- Adjust the quantity of the sub order lines. Note that a sub order line’s quantity must be divisible by the main order line’s quantity.
- Fill in the WLL and batch number of the sub order lines → Click OK to finish grouping.
2. Process grouped order lines without creating sub equipment
Turn off the setting
To process grouped order lines without creating sub equipment:
- Make sure the Create sub equipment setting in the order’s Main tab is turned off.
- Select the grouped order lines and click Group on the toolbar → Click OK in the pop-up panel.
- You will notice that:
- The Comment on equip. field in Equipment section automatically contains information of the sub equipment, including their product number, quantity, … This information will later appear in the main equipment’s comment after the grouped order lines are processed.
- The Comment on job field in Job section automatically contains information of the sub equipment, including their product number, quantity, … This information will later appear in the form’s comment after the grouped order lines are processed.
Number the main equipment
- In the order, open the Numbering tab and select a grouped order line.
- Open its Unprocessed tab and you will find only the main equipment.
- You can number each item, or number multiple items of one product at once. To number multiple items, place your cursor in the relevant field, input values and adjust the quantity → Click Apply.
- After numbering the main equipment, click Save.
Process the grouped order lines
After numbering:
- In the order, open the Order lines tab → Select the relevant grouped order line.
- Click Process order on the toolbar → The grouped order line will be processed. If the order line’s process is “Create equipment”, “Create equipment and job” or “Create equipment and file job”, only the main equipment will be created according to the specified quantity.
3. Process grouped order lines to create sub equipment
Apply the setting
To create sub equipment from grouped order lines, use the Create sub equipment setting within the order’s Main tab.
Important note:
- This setting applies to all order lines of the order. Once Create sub equipment is on, all grouped order lines of the order will create sub equipment upon processing.
- To turn on this setting, the order must not contain any processed equipment. Otherwise, if 1 or more equipment have already been processed, the Create sub equipment checkbox will be disabled.
Here’s how to apply the Create sub equipment setting:
- Select the order and open its Main tab → Turn on Create sub equipment → Save.
- To apply this setting, if you:
- Have already grouped order lines: Select the main order line → Click Group on the toolbar → Click OK in the pop-up panel to apply the new setting.
- Haven’t grouped order lines: Group them following the instructions in this article’s section 1.
Once the setting is applied to a grouped order line, in its Main tab, you will notice a new field named Comment grouped lines under the Job section. This field notes down information of the sub equipment, including their product number, quantity, … If your order line contains EKH Certificate or EKH Examination Report forms, information in Comment grouped lines will be included in the generated documents.
Number the main and sub equipment
- In the order, open the Numbering tab and select a grouped order line.
- In the Unprocessed tab, you will find the main and sub equipment listed in sets. Each set contains 1 main equipment and its sub equipment.
- You can number each item, or number multiple items of one product at once. To number multiple items, place your cursor in the relevant field, input values and adjust the quantity → Click Apply.
- After numbering the required main and sub equipment, click Save.
Process the grouped order lines
After numbering:
- In the order, open the Order lines tab → Select the relevant grouped order line.
- Click Process order on the toolbar → The grouped order line will be processed. If the order line’s process is “Create equipment”, “Create equipment and job” or “Create equipment and file job”, both the main and sub equipment will be created according to the specified quantity.