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Status menu > Email this Purchase Order to Supplier > PO status will move to "Sent"

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Email

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will be sent to

  1. Any contact on the supplier with a role of type "Logistics"
  2. The Debtor email address (if above not found)
  3. The Company email address (if above not found)


Note

Can send the PO manually with a preview / edit

  • Edit the email and view the pdf attachment before you send it.
  • Email Template = System usage "Manual" and System Context "Purchase Order"

In order to print the Purchase Order when in Plan Status you will need the Secure Feature "Can Authorise Purchase Orders"

If you want to attach a PDF of the purchase order

  • Print Template YOURCOMPANYNAMEPurchaseOrder.mrt will be used - if not found then PurchaseOrder.mrt will be used
  • XLS will also be attached with SKU, Barcode and Carton Barcode to each purchase order sent (if xls is attached)
  • All emails sent of purchase orders will BCC to the senderif sender is setup as Company BCC

To set up a From email address for purchase orders sent via the 'Email this Purchase Order to supplier' status menu option:

  1. Admin menu, config, Contact/ID Types
  2. System Key, select Purchasing email
  3. Save (F4)

  1. Admin menu, Your Host Company, More tab
  2. Contact Info, Key, select Purchasing email
  3. Enter From email address in Detail
  4. Save Contact

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  • Planning - internal planning only and still being adjusted
  • Plan - has been planned and is expected quantity
  • Sent - has been sent to supplier
  • Confirmed - quantities have been confirmed by supplier
    • After status confirmed > changes to lines are tracked. 
      • so if the purchase order status is moved back to unconfirmed then plan and lines are added or removed - an audit trail exists
  • Departed Supplier - supplier notifies they have shipped

Updating Supplier Default Price

Info
titleUpdating supplier default price

Products that suppliers change price of frequently are easily updated from a PO after confirmed status

Right click (can multi-select lines) to update the supplier default price to be the PO price

If the supplier is not already on the SKU then it will be added

  1. if there is no default supplier as the default supplier
  2. if there is a default supplier - as an alternative supplier

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