Purchasing Manager

Forecasting

The Purchasing Manager needs to determine what to purchase when and how. To work out what to purchase use the Forecasting screen.

Purchasing

• To see what Purchase Orders are in the system you can Browse Purchase Orders or use the Purchase Order Register
• To create a Purchase Order use the Purchase Order from PO to Goods Receipt .
• To Manage incoming shipments use Manage Shipments incoming
• When stock arrives you can Count stock from Container
• When stock arrives you can also do a Simple Stock Receipt

Stock Counts

It is recommended to do stock counts regularly (at least quarterly). Doing regular stock counts using Stock Take is a check that people are using the system correctly. To make ad-hoc stock adjustments use Record Stock Adjustment.

Working with 3rd Party Warehousing

3rd party warehouses do not normally update the system for you directly so the system creates a pick list for them to pick from, sends them this in an email and updates the stock levels for you. Use the picking dashboards Orders to Pick (3PL) to send an email with all picking slips. Use the Despatched Orders (3PL) to update the list of orders that were sent once you have been notified the results