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Preventing Duplicate Customer Orders

Preventing Duplicate Customer Orders

With busy Sales Teams it is possible that more than one user may respond to an incoming order and duplicate the Sales Order in Minder.

To prevent this happening, whilst acknowledging that some clients do, deliberately, re-use order numbers, an approval is now required for said duplicates. It is based on the Security level of the user.

For example, a duplicate Customer PO is entered into the Sales Order entry screen.

  • The first warning pops up.

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First Warning

  • Should the user not have this level of access, then a Supervisor can enter their details into the Approval Popup.

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  • Upon a successful authorisation the user can carry on entering the Sales Order.

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  • However, if approval is not granted then.

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Not Approved

  • And the Order Entry is abandoned.

 

Administration - to set up.

The security level required is set in:-

  • Admin - Configuration - Module Settings - Order

  • Tab 5 - Variations

  • Duplicate Client Orders - Enter the Security Level here.

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Administration - Client Over Ride

Some clients do duplicate Purchase Orders deliberately, so to override the above warnings:-

  • Debtors - Maintenance - Accounts - TAB 2

  • Attribute 9- change to 'D'

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Allow Duplicate Purchase Order Numbers

 

When a duplicate Customer order is used, a different warning pops up:-

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Duplicate Permitted popup

 

 

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