How do I track a blanket sales order where multiple orders will be shipped over time?

A blanket sales order is an agreement where a customer places a large order that is fulfilled in multiple shipments over a period of time. Since Acctivate does not have a dedicated "blanket order" feature, users can manage this scenario by creating an initial sales order and generating subsequent release orders as shipments occur.

Steps to Track a Blanket Sales Order in Acctivate:

1. Create the Initial Sales Order (Master Order)

   • Go to Sales > Enter Sales Order and create a new order.

   • Enter the total quantity that the customer has committed to purchasing.

   • Set the Order Status to Booked to prevent immediate fulfillment and product from being included in your backorder report as well as the Reorder Wizard.

   • Add any relevant Notes in the order regarding the blanket order agreement.

2. Create Release Orders for Each Shipment

   • When the customer requests a shipment, go to Sales > Enter Sales Order.

   • Create a new sales order for the quantity to be shipped.

   • Reference the original blanket order number in the Customer PO or Order Notes field for tracking purposes.

   • Allocate inventory and process the order as usual.

3. Track Remaining Quantities

   • Regularly check the Sales Order Management screen to monitor the unshipped quantities.

   • You may also use custom order statuses or order reports to track remaining balances and shipments made.

4. Close the Blanket Order When Fulfilled

   • Once all release orders have been fulfilled and invoiced, manually close the original blanket order.

   • If needed, update Order Notes with final fulfillment details for reference.

Additional Tips:

• Use Customer PO numbers consistently for easy reference between blanket and release orders.

• Consider setting up custom reports to track blanket order fulfillment over time.

• If needed, use Scheduled Orders for recurring shipments to automate releases.

For more details on managing orders in Acctivate, refer to:
👉 Acctivate Sales Order Documentation