Orders in Matium Core will detail the supplier, receiver, source and destination locations, terms for shipping along with a list of order items with weight, sale price and packaging for each. Create an Order manually, or associate a new Order with an existing Core Have, Need or Inventory Item in Matium.
Order Types
There are three different order types within Matium: Buy, Sell and Trade.
Buy
Buy orders add to your inventory. Your company should be set as the receiver and inbound shipments will be created to fulfill the order.
Sell
Sell orders decrease your inventory. Your company should be set as the supplier in this case and outbound shipments will be created to fulfill the order.
Trade
Trade orders do not affect your inventory. They provide a way to broker a deal between two different companies. Trade shipments will be created to fulfill this order type.
Creating an Order
Select Order from the Create New (+) drop-down in the upper right corner.
Enter all relevant information and click Submit. You will then be taken to the details page for the newly created Order.
Note: New Orders may also be created by starting with an active Inventory Item, Have or Need or by starting with an auto-generated Match in Matium.
New Order Form
Supplier Information
Supplier - The company supplying the materials.
The drop-down will list all companies.
Click Add to create a new company.
Source Location - The location where the materials will be picked up.
The drop-down will list all locations for the supplying company.
Click Add to create a new location for the selected company.
SO Number - Sales Order number for this order. Optional.
Receiver Information
Receiver - The company receiving the materials.
The drop-down will list all companies.
Click Add to create a new company.
Destination Location - The location where the materials will be delivered.
The drop-down will list all locations for the receiving company.
Click Add to create a new location for the selected company.
Customer PO Number - Purchase Order number for this order. Optional.
Additional Information
Incoterms - The terms of sale.
Representatives - Enter all associates from your company involved with this order.
Tags - One or more relevant tags. Optional.
Order Items
Have or Inventory Item - The have or inventory item being ordered. Optional.
Need - The need being fulfilled by the order. Optional.
Material Type - The type of material being ordered.
This will be populated automatically if the order is associated with an existing have or inventory item.
Material - The material being ordered.
This will be populated automatically if the order is associated with an existing have or inventory item.
Otherwise, the drop-down will list all existing materials.
Click Add to create a new material or a new spot (one-off) material.
Weight - The weight and units of the item being ordered.
Buy Price - For buy orders, the agreed upon sale price. For sell orders, the original price. For trade orders, the price offered by the supplier.
The price will be automatically populated if associated with an inventory item or have.
Sell Price - For buy and sell orders, the agreed upon sale price. For trade orders, the price target set by the receiver.
The price will be automatically populated if associated with a need.
Packaging - The type of packaging. If relevant, specify the piece count and if the material will be palletized. Optional.
Add Item
If additional items will be a part of this order, click Add Item to add these items to the order.