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start:stock:stock_orders [2019/05/15 11:58] – jake | start: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. |
{{: | {{: | ||
- | * Select "From Supplier" | + | * Select "From Supplier" |
- | * Select one of the following | + | * Select one of the following |
* 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. |
{{: | {{: | ||
- | * Once you have selcted | + | * Once you have selected |
* 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 |
- | ===== Home Page ===== | + | ===== Suppliers Orders Additional Functions |
- | * Now that you have an order in the system, it will appear on the home page under " | + | * There is a search function |
- | * From here you can click the "View" | + | * You can then Save this as a new draft. This allows you to recreate |
- | {{: | + | * Once a draft has been added, |
- | ===== View Orders | + | ===== Import Options |
- | | + | **Multi Branch Import** - this will (once confirmed) create a completed |
- | | + | file format is csv or txt. |
- | | + | |
- | {{: | + | |
- | ===== Goods In ===== | + | " |
- | * On the Good Ins page you can find an order by using the "Find Order" button | ||
- | * 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" | ||
- | * Any items that were not received will be placed on a back order | ||
- | * Once you have finished entered the values, click the " | ||
- | ===== Suppliers Orders Additional Functions ===== | + | **Import From File** - this will populate the order grid and requires manual selection of branch from/to |
- | * 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" | + | |