Inventory Order

Here you can see your inventory orders.

You can search for specific inventory orders by clicking the button below.

Select your search criteria and click Search. You can also search for an inventory order by entering keywords in the free text field. 

Click Create to create a new inventory order. 

Enter the From and To dates (these are the dates during which the inventory order will be visible to the sales force).
Then click Next. If any required fields are not filled in, you will not be able to continue. 

In the next step, you add the customers for whom this inventory order should be visible.

Click the three dots.

Search for and select the customers you want to add. You can apply filters such as block, chain, customer category, campaign chain, etc.

You can also apply filters based on parameters from the Statistics tab in the customer card.
In the example below, a filter is set on Chain and Customer Category. 

If you want to select all the customers in your search result, tick the top checkbox. 

You can also select customers one by one.

It is also possible to include inactive customers in the inventory order.

Another way to link customers to an inventory order is by using an Excel file (e.g., a customer list from Argus). Select the customer numbers you want to link to the inventory order and copy them. 

Then go to Argus, click the three dots next to customers, and select From clipboard. The customers you copied from Excel will then be linked to the inventory order. 

When the customers are added, click Next.

In the final step, you add the product assortment that should be linked to the inventory order.

Click the three dots.

Search for and select the articles you want to add. You can apply filters such as product group, subgroup, supplier, etc.

You can also apply filters based on parameters from the Statistics tab in the customer card.

If you want to select all the articles in your search result, tick the top checkbox. You can also select articles one by one.

Another way to link articles to an inventory order is by using an Excel file. Select the article numbers you want to link and copy them. 

Then go to Argus, click the three dots next to articles, and select From clipboard. The articles you copied from Excel will then be linked to the inventory order. 

When the articles are in place, click Create.

The inventory order is now created and opens on the right side of the screen. Here you can scroll through the question and add different settings if you like, such as whether it should be shown directly on the visit page, if you want to add a tag and a color, etc.

To make the inventory order visible to the salespeople, you must release it.

Note: Don’t forget to save. 

Search Inventory Order 

Use the free text field if you want to search for an inventory order. 

Delete Inventory Order 

It ia also possible to delete an inventory order. Just click the desired inventory order and then click the trash bin. 

Inventory Order Colors: 

Red – The inventory order is completed (it is not visible to the salespeople).
Purple – The inventory order is active, but the end date has passed (it is not visible to the salespeople).
Yellow – The inventory order has not been released to the sales force (the sales force cannot see it).
Green – The inventory order is active and released (the sales force can see it).