Orderabe Items for Orders

What are Orderable Items?

Orderable Items represent what is being ordered (for example, a concrete mix), rather than the exact item code (chargeable item). This is useful when a single product can be charged in different ways depending on how the supplier fulfils the order.

Orderable Items can be linked to a number of item codes, allowing the docket details to be set once the supplier completes the order.

Orderable items are particularly useful when delivery dockets are generated via an integration.

Example:

A concrete mix such as Concrete Mix A1 may later be charged as either a Batch Rate or Network Rate, depending on supplier availability. Once the order has been completed, the supplier will send the order details via an integration, which is when the order creator will understand which chargeable item has been supplied.

How Orderable Items work

• Orderable Items are created and managed in the Dockets Setup page.
• In order to access the Dockets Setup page, a user needs to have either the Dockets Super User or Admin Manager permission enabled.

• Orderable items display like VS reports, allowing a user to adjust the column sizes, hide columns, and filter by Order Type or Supplier.
• Each Orderable Item has a unique ID and/or description.
• One or more Item Codes can be linked to an Orderable Item.
• When a delivery docket is generated via an integration, the order creator will be able to determine the which item that was delivered by the supplier.

Create a New Orderable Item

• Go to Dockets Setup Page
• Select the Orderable Items tab

• Press the orange Create Orderable Item button

In the Create orderable item dialog, enter the details, as explained below:

• Supplier: Select the Supplier. When you do so, the item dropdown menu will populate with the chargeable items for that supplier.
• Order type: Select Concrete, Concrete Test or Item.

• ID: Enter a unique ID.

  You must enter either an ID or a description (or both); you cannot leave both blank.

• Description: Provide a brief description of the orderable item, e.g., Concrete Cement Slurry.

  You must enter either an ID or a description (or both); you cannot leave both blank.

• Item codes: Link to specific item codes by selecting them from the list. You can select multiple.
• Create: Save and create the orderable item.

NOTES

• Supplier and Order type are required fields.
• Once you have generated an Orderable Item, it will display in the orderable item list. Click on any line in the list to view the orderable item details.

Make Item Codes orderable

Item codes can be configured to behave as orderable items. To make an Item Code available for ordering, it needs an Order Type set.

How it works

• Create a new Item Code. Alternatively, open an existing item code to edit the details.
• When entering the details, select the Order Type to define how the item can be ordered:
  • Concrete - Item can be selected for concrete orders
  • Concrete Test - Item can be selected for concrete test orders
  • Item - Item can be selected for general item orders
• Once an Order Type is set, the Item Code becomes available when creating orders for that supplier and only for the selected order type.

What this means in practice

• Users only see items that are valid for the selected supplier.
• Supplier-specific pricing or charging rules are preserved.
• The correct items appear in Concrete, Concrete Test, or Item orders without cluttering other order types.