Table of Contents

Overview

Project installers

• Have some stock on min/max ordering
• Have majority of stock on purchase when sold
• May have a Franchisor who purchases stock for them

Min Max Items - set on Article screen

When an item is normally in stock and managed using min/max levels

1. Minimum level - is the trigger to purchase more stock
2. Maximum is the level to stock up to with the purchase (after allowing for already sold items)

Franchisee ordering min-max replenishment from Franchisor

When a Purchase Order is created from this dashboard - it creates a matching Sales Order in the Franchisor for the stock

Review, adjust Article "To Levels" if required, recalculate and when ready place order

Overall Demand at the Franchisee

When a Franchisee sources all Stock Articles from the Franchisor (or network) then the demand dashboard shows all demand

Franchisor Purchasing for the Network

Overall Demand

All Stock required by Franchisees that are sourced from Franchisor will pool into an overall demand view.

Raising a PO to be delivered directly to the Franchisee

Select a Warehouse to ship to and supplier to ship from.  The purchase order will use the Warehouse Address as the Ship to.

PO Appears in Franchisee to be Receipted

When a Supplier is sending directly to a Franchisee - the PO will show in the Warehouse Dashboard as an expected Receipt

The Franchisee receipts it into stock - the system generates the required transactions

Supplier invoice in Franchisor on the Supplier at the price the Franchisor is paying the Supplier

Debtor Invoice from the Franchisor to the Franchisee at the Marked up Franchisee Price

Price is marked up by the Franchisor Commission Rate

Creditor Invoice from the Franchisee to the Franchisor at the Marked up Franchisee Price (and linked to the Debtor invoice in the Franchisor)

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