PRO (WA): Inventory Management: Conversions for Orders
Updated
Converting Inventory for Orders (WA)
If you are working with inventory that is setup as 'Pack-to-Order' in your system, then you will need to convert that inventory via 'Conversions for Orders' once it's been added to an order. This can be done by navigating to Inventory Management > Conversions for Orders. You can follow the steps below to convert line items via 'Conversions for Orders'.
If you're unsure what workflow is best for your operations, please refer to the "PRO (WA): Pre-Packaged Inventory vs Pack-to-Order" article for more information about the differences between the "Pack-to-Order" and "Pre-Packaged" workflows.
- Click on the Source Product drop-down arrow to view order conversions.
- Select “Conversion Setting” to view the 'Available' bulk source product Batches.
If the 'Conversion Setting' was already set at the Cart level, you will see a Source Batch listed (as seen in the image below) and can move on to Step 4. We recommend assigning the intended 'Conversion Setting' at the cart level to easily utilize the 'Convert All' feature on the Conversions for Orders page.
- Enter the number of Allocated Units needed from the intended batch, and click “Save”. If unsure of the units to allocate, refer to the 'Needed Units' section of the pop-up window.
- If only certain line items within a Source Product should be converted, select the checkbox next to those line items intended to be converted. Click “Convert Selected”.
If all line items within the Source Product have the Conversion Source Batch set, you can select "Convert All".
- Choose the Room that the converted batch(es) should be assigned to and then select 'Convert'.
- Last, navigate back to the Fulfillment > Orders > Order Details page to confirm that the allocation/sublot has been set for the intended line items. At this point, you can proceed with generating labels and manifesting the order via 'Manifest > Manifest Now'.
Click on the following link to view step-by-step instructions on processing an order in Cultivera PRO: PRO (WA): Processing an Order in Cultivera.
