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start:stock:stock_orders [2019/05/15 11:49] – jakestart:stock:stock_orders [2021/07/28 12:25] (current) – [Import Options] Justin
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-====== Stock Orders ======+ ====== Stock Orders ======
  
-Stock Orders can be found under Menu > Stock > Order From Supplier+Stock Orders can be found under Menu, Stock, Order From Supplier
  
 ===== Supplier Orders ===== ===== Supplier Orders =====
  
-  * Click the Supplier Order Button +  * Click the Supplier Order Button. 
-  * Optional: Add a Reference Number. This can be the suppliers order reference number+  * Optional: Add a Reference Number. This can be the suppliers order reference number.
 {{:start:stock:orderref.png|}} {{:start:stock:orderref.png|}}
-  * Select "From Supplier" & "To Branch" +  * Select "From Supplier" & "To Branch". 
-  * Select one of the following Radio Buttons+  * Select one of the following radial buttons:
     * List Department      * List Department 
     * List Group     * List Group
     * List Supplier     * List Supplier
-  * Select which Items you want to order and use the arrow buttons to move them into the box on the right+  * Select which Items you want to order and use the arrow buttons to move them into the box on the right.
 {{:start:stock:ordersbox.png|}} {{:start:stock:ordersbox.png|}}
-  * Once you have selcted the items you want, click "Populate Order Grid". This will create an order form for you to fill out+  * Once you have selected the items you want, click "Populate Order Grid". This will create an order form for you to fill out.
   * The column "Unit Order Qty" is how much of the product you want to order.    * The column "Unit Order Qty" is how much of the product you want to order. 
-  * Fill this out for the products you wish to order, leave the rest as zero and they will be removed when the order is finalised  +  * Fill this out for the products you wish to order, leave the rest as zero and they will be removed when the order is finalised. 
-  * Now you can either finalise the order to put it through or save as new draft if you aren't finished with it yet and need to come back to it later+  * Now you can either finalise the order to put it through or save as new draft if you aren't finished with it yet and need to come back to it later.
   * You can find saved drafts in the "Load Draft Order" section.   * You can find saved drafts in the "Load Draft Order" section.
-  * Once a order has been finalised it can be found in the Outstanding orders section.+  * Once the Order has been finalised, it can be received in the 'Goods In' page accessed via Menu, Stock, Goods In
  
-===== Home Page =====+===== Suppliers Orders Additional Functions =====
  
-  * Unordered Now that you have an order in the system, it will appear on the home page under "Incoming Orders" +  * There is a search function that allows you to look for Completed or Draft Orders. 
-  * From here you can click the "View" button for more details +  * You can then Save this as a new draft. This allows you to recreate an existing order. This can be a faster way of repeating an order than creating one from scratch. 
-  * {{:start:stock:homestockorders.png|}}+  * Once a draft has been added, you can use the "Add Item" function to add more products to it if wanting a modified version of the original version.
  
-===== View Orders =====+===== Import Options =====
  
-  * On this screen you can see the details of the order +**Multi Branch Import** - this will (once confirmed) create a completed order which will then allow for pick/pack/ship etc process 
-  * You can reprint the order in PDF form by clicking the "Reprint Order" button +file format is csv or txt. 
-  * This also allows you to receive an order by clicking the "Receive Order" Button. This will take you to the Goods in Page+
  
 +"branch from, branch to, plu, order qty, expected delivery, order reference, comments, dispatch slip comments"
  
-===== Goods In ===== 
  
-  * On the Good Ins page you can find an order by using the "Find Order" button +**Import From File** - this will  populate the order grid and requires manual selection of branch from/to
-  * If you came here using the link from View Orders or Order Status, then you can skip this step as it will have already loaded in the order +
-  * Once the order has been loaded, you can change the "Units Delivered" and "Inward Cost" columns to match the delivery, in case you received less than the order or the price changed since the order was originally made +
-  * Any items that were not received will be placed on a back order +
-  * Once you have finished entered the values, click the "Finalise" button and it will complete the order +
- +
-===== Suppliers Orders Additional Functions =====+
  
-  * There is a search function that allows you to look for Completed or Draft Orders +"plu,qty"
-  * You can then Save this as a new draft. This allows you to re-create an existing order. This can be useful if you are doing an order that has already been down before +
-  * Once a draft has been added, you can use the "Add Item" function to add more products to it. This can also be useful to recreate an old order and to added something new to it+
  
  
  
start/stock/stock_orders.1557884955.txt.gz · Last modified: 2019/05/15 11:49 by jake

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