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titleClick here to see what to do when not using store batches

The Franchisor opens the PO when it arrives - updates invoice quantity with counts

The Franchisor will be paying the supplier - these quantities will calculate the amount to pay the supplier.  Quantity can be greater or less than expected.  If less than expected a prompt will ask if more of the short shipped line is expected later and if so will add another line to the purchase order.

Can also update the prices per line if different to that expected

Note

Counted Quantity will be updated by the Retail Store when they receive the purchase order


Franchisor sends to Retail Store - Marks the Purchase Order as "Shipped" status

When finished updating invoice quantity > Save > then move to Shipped status.

Retail Store

Retail Store Shipments in/out dashboard - receives and counts the Purchase Order

Count at the store (if want to)

As you can see above - the right click provides a number of options

  1. with no count = single button click - I know the count is as per expected or invoiced value
  2. Abilty to update some or all counts manually.  Recommendation is update any that are different to that expected - then use the "Set Counted to Expected When Empty" button to fill in the rest of the counts.

Propose putaway location (where will the stock end up)

Can set a single line as going to multiple locations (eg too much for one location).  Closing the form and re-opening it clears all proposed putaways.

Process all lines in plan status

Receipts the qty on the PO, Creates stock, creates intercompany invoices.

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Purchasing to replenish the Franchisor Warehouse via RFQ

If a franchisor - this dashboard plans using the franchisees order history

if not a franchisor - this dashboard uses your sales order history for SKU's ticked "include in RFQ Dashboard"

Note

This dashboard is for stock that moves regularly and does not have expiry dates

This When a Franchisor - this does NOT require the Purchase Orders for each store above to have been created. The stock required in the warehouse IGNORES purchase order/ sales order transactions between the Retail Stores and the Warehouse

  • So it does not matter if you create the store orders for the warehouse before or after purchasing for the warehouse

Franchisor Warehouse Demand uses the sales in each store to calculate overall daily sell rate that the warehouse needs to support

  1. Existing purchase orders (into warehouse or Drop Ship into retail store) reduce the stock requirement for the warehouse

Not a franchisor uses the host company context you are in sales orders.

Planning

This purchasing planner uses the sell rate of each item to determine how many to purchase to cover a number of days of stock.  By default it only shows Items that need action.

  1. Pick a supplier (only a single supplier may be actioned at a time)
  2. Enter days back and days forward
    1. Sell rate (is calculated) = total sales days back / number of days
    2. Sales = sell rate * days forward
  3. Enter Part % Overhead.  Where a supplier charges in FX then an overhead can be applied
  4. Show no req: can list all items that have a sell rate regardless if they are required

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