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

Independant Business or Franchisor Purchasing for the Network

Overall Demand

The view of demand includes my business and my Franchisees

The warehouses below require stock and includes my warehouses and my Franchisee warehouses

Raising a PO to be delivered directly to a warehouse or 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 the warehouse to be Receipted

The view is not different for my own warehouses or my Franchisee warehouses - the PO will show as an expected receipt.

When Receipted into Franchisee stock - the system generates the required transactions

A Receipt into a Franchisee Warehouse indicates the following

1. The Franchisor Purchased an item from a supplier
2. The Franchisor sold the item to the franchisee
3. The item never was in the Franchisor Stock
4. The item is now in the Franchisee Stock

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)

Increase in Stock Value in Franchisee (Stock Receipt Journals)

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