Customer Goods - Depletion



To deplete customer supplied goods:


A customer good must have a depletion template added before depletions can be made. Multiple depletion templates can be added to a customer good.


A depletion template is a pre-made order item that is copied to an order to deplete inventory values.


Note: The depletion templates on a customer good will be based off of products. For more information on creating products, see Products - Adding a New Product.


Once a depletion template has been added to a customer good, it will deplete whenever the template is used on an order. 


Note: If the customer good is set as prepaid, the price will be billed on replenishment. If the customer good is not prepaid, the replenishment will not be billed. The price dispersal will be systemically calculated and allocated as the customer good is depleted.  


For more information on adding Depletion Templates, see Customer Goods - Depletion Templates.


Adding a Depletion

Step     Action

  1.       Create an order. (See Orders - Creating a New Order)

  2.       From the Items section, hover mouse over Goods and select {Deplete} from the 

            drop-down.

  The Insert Customer Goods modal will open.

  Note: The Customer Name and Customer Number should pre-fill based on 

  selections made when creating the order.


 3.        Check box on left-hand side of items to be replenished and select {Add}. A results window  

            will pop-up to confirm Order items successfully added to the order.


            The Details tab will display the customer goods quantity and status.


            Note: Once the order posts, the status will update to Pulled. On the customer good, the 

            quantity on hand and available will deplete.

Back Ordered Customer Goods

If there is not sufficient inventory for the depletion, the item will be set to back ordered. 

This information will appear on the details tab of the item.

  


An Item status will also be systemically added to indicate that the customer good is 

Back Ordered.

If you attempt to post a back ordered depletion item, a pop-up message will indicate 

that an order item is back ordered and that it cannot be posted until all goods are 

replenished.