Clearout Linelist to an Unreleased Order

Purpose

This process allows you to quickly create one large order that captures all SKUs currently marked for closeout. This is typically used when clearing out inventory and avoids manually adding items one by one.

Prerequisites

• Inventory items must already be included in a new Linelist (e.g. Closeout Line List).
• You must have permission to create and manage orders.

Before You Begin (Required Setup)

Before creating the large closeout order, you must first prepare the data and confirm what inventory should be included.

Pre-Step: Create a Blank Order

• Create a blank order. This must be done before anything else.
• Leave the order unreleased.
• This order will be used to receive all closeout SKUs.

Pre-Step: Build and Validate the Closeout Line List

1. Run an Inventory Report
   • Pull inventory using the following filters:
     • SKU
     • Season Code
     • Available to Allocate
     • Unallocated Orders
2. Include All Relevant Inventory States
   • Ensure the report includes:
     • Inventory that is Available to Allocate
     • Inventory tied to Unallocated Orders (in case items are sitting in open orders)
3. Validate Inventory Quantities
   • Confirm Available to Allocate > 0 to avoid pulling SKUs with no usable inventory.
4. Export and Review
   • Download the report to Excel.
   • Review quantities and SKUs for accuracy.
5. Create or Update the Closeout Line List
   • Create a line sheet named Closeout (if it does not already exist).
   • Update all applicable SKUs so they belong to this Closeout Line List.
   • This ensures all items exist in a single, consolidated line sheet.

Once the Closeout Line List is prepared, proceed with the steps below.

Recommended Method 

Using the Utilities → Clear Out Line List to an Unreleased order option is the most efficient and accurate approach, as it automatically captures all SKUs included in the closeout.

Step-by-Step Instructions

1. Create a New Order
   • Create a new order as you normally would.
   • Leave the order in an Unreleased status.
2. Navigate to Utilities
   • Go to Utilities in the system menu.
3. Clear Out the Line List
   • Select the option to Clear Out a Line List to an Unreleased Order.
   • Choose the Closeout Line List as the source.
   • Select the unreleased order you just created as the destination.
4. Execute the Clear Out
   • Click Go to run the process.
   • The system will automatically populate the order with all SKUs from the closeout line list.
5. Review the Order
   • Open the order to confirm all expected SKUs and quantities are present.
   • Make any necessary adjustments before releasing the order.
6. Release the Order
   • Once validated, release the order following standard workflow.

Key Benefits of the Clear Out Method

• Captures 100% of closeout inventory automatically
• Faster than manual entry or copy/paste
• Reduces human error
• Produces a single, consolidated order

Notes

• This process is ideal for inventory cleanups, end-of-season closeouts, or bulk write-offs.
• Always confirm the order details before releasing to avoid unintended inventory movements.