The Collate I.D. feature is an excellent way to keep track of multiple special orders from one customer. Assigning a Collate I.D. to special orders that are from the same contract, group or customer, will ensure that a vendor keeps them together in the same box. Below are instructions on how to access the Collate I.D. feature.
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First, add items to the special order,
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You’ll then have the option to select the Order Options tab.
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Under the Order Information section, there is a field entitled Collate I.D.. Here, you’ll assign an I.D. number to the special order.
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Be sure to assign the same Collate I.D. to the special orders that you want to be grouped together.
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When the purchase order is created via F2-Auto Create, it will group the special orders from the same vendor with the same Collate I.D. together.Note
Again, the Collate I.D. will ensure that all special orders from the same vendor are shipped together by creating a separate purchase order for each Collate I.D. This opens up the opportunity to drop-ship special orders that before had to be sorted.