Versions Compared

Old Version 74

changes.mady.by.user Paul Sawkins

Saved on

compared with

New Version Current

changes.mady.by.user Paul Sawkins

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Note

Articles sourced from multiple suppliers > the default supplier is set to a Phantom supplier. See Parts Price comparisons below.

Only shows items if they have a status of Active or Proposed, or a status of Runout and the Warehouse SOH > 0.

Items in Runout status with a replacement item that have a reorder level in a store and no stock in the warehouse > system Copies the runout item reorder level to the replacement item if it has none and clears out the runout item reorder level.

Yellow note indicates special information

Items with a carton quantity indicated will re-order in carton quantities

Action = "Create Store Orders" > Creates Purchase Orders in each Retail Store AND Sales Orders in the Franchisor

...

Note

Sales order created in Franchisor to Franchisee will create a mirror PO

Cancelling the Sales Order deletes the sales order and linked purchase order

Because the purchase order is an intercompany order = cancelling it will delete the order AND the linked purchase order if cancelled before any stock transactions are linked

Pick the sales order

The warehouse in/out dashboard lists all orders that need to be picked

...

Note that the pick sequence is based on the pick sequence setting in the warehouse..

Note that items stored in carton quantities will indicate # cartons to pick and a scan will add a carton quantity

If using Store Batches

Include Page
Retail Store Batches - sending multiple orders in a single batch to a Retail Store
Retail Store Batches - sending multiple orders in a single batch to a Retail Store

...

Expand
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.

...


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

...

Parts typically can be sourced from multiple places with some OEM and some aftermarket or other quality levels - hence the need to review multiple quotes

...

Definition of a Part

Both of these tests result in a Part

  • Buy only > is "Buy Only" Stock Article and generic (can be sourced from multiple suppliers)
  • Classification = "Part"


Note

Use this option process when the products can be sourced from multiple suppliers

There can only be one parts order at any time

saves qty to the database for all items in the list - so can come back and work on the overall order later

The version can then Parts Order is intended to be exported as a spreadsheet that is

  1. Sent to multiple suppliers to quote on
  2. Received back with quoted prices and quality comments - and uploaded

Sell rate is calculated using the Days Back and days forward based on sales orders found and does not use the stored system sell rate


Action > Create parts quote spreadsheet 

...