Difference between revisions of "Purchasing"
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| − | With HandiFox users can create and generate purchase orders, receive inventory against them, print and, export the list of items in purchase orders. | + | With HandiFox users can create and generate purchase orders, receive inventory against them, print and, export the list of items in purchase orders. |
| − | ==Browsing Through and Searching for Purchase Orders== | + | == Generate Purchase Order Window == |
| + | [[File:Genpo.PNG|550px|thumb|right|View of the Generate Purchase Order window]] | ||
| + | *'''Site''' drop-down menu: this box allows choosing site containing items for which you want to generate purchase orders. | ||
| + | *'''Replenish inventory according to''': this section allows choosing the settings according which purchase orders will be generated. | ||
| + | **'''Sales rates from…''': Items will be added on the purchase order based on the current quantities on hand, sales made since the selected date, existing open sales orders and purchase orders. | ||
| + | ***'''Include future needs till''': this feature is based on the assumption that the average daily sales will be the same as during the chosen period | ||
| + | **'''Average sales rate per week''': Average quantities sold weekly will be calculated for every item based on the data for the last N weeks, and added to the order, so that the replenishment is enough to last the set number of weeks. | ||
| + | **'''Desired QOH level''': Every item that is currently below its ''Reorder Point'' will be added to the order, with a quantity that will bring it up to its [[Managing Inventory#Quantity on Hand|'''''Desired QOH''''' (Quantity on Hand)]]. | ||
| + | **'''Exclude inventory if sold quantity is zero''': The system removes items with zero sold quantity from purchase orders. | ||
| + | *'''Retrieve''' button: this button allows retrieving items according to settings in '''''Replenish inventory…''''' | ||
| + | *'''Generate P.O.''' button: this button allows generating purchase orders. | ||
| + | *'''Print List''' button: this button allows printing the list of items. | ||
| + | *'''Export''' button: this button allows exporting items to excel file. | ||
| + | *'''Close''' button: this button allows closing the Generate Purchase Order window. | ||
| + | |||
| + | == P.O. Center == | ||
| + | |||
| + | == Browsing Through and Searching for Purchase Orders == | ||
== Creating Purchase Orders == | == Creating Purchase Orders == | ||
== Editing Purchase Orders == | == Editing Purchase Orders == | ||
== Receiving== | == Receiving== | ||
Revision as of 19:51, 2 June 2020
With HandiFox users can create and generate purchase orders, receive inventory against them, print and, export the list of items in purchase orders.
Contents
Generate Purchase Order Window
- Site drop-down menu: this box allows choosing site containing items for which you want to generate purchase orders.
- Replenish inventory according to: this section allows choosing the settings according which purchase orders will be generated.
- Sales rates from…: Items will be added on the purchase order based on the current quantities on hand, sales made since the selected date, existing open sales orders and purchase orders.
- Include future needs till: this feature is based on the assumption that the average daily sales will be the same as during the chosen period
- Average sales rate per week: Average quantities sold weekly will be calculated for every item based on the data for the last N weeks, and added to the order, so that the replenishment is enough to last the set number of weeks.
- Desired QOH level: Every item that is currently below its Reorder Point will be added to the order, with a quantity that will bring it up to its Desired QOH (Quantity on Hand).
- Exclude inventory if sold quantity is zero: The system removes items with zero sold quantity from purchase orders.
- Sales rates from…: Items will be added on the purchase order based on the current quantities on hand, sales made since the selected date, existing open sales orders and purchase orders.
- Retrieve button: this button allows retrieving items according to settings in Replenish inventory…
- Generate P.O. button: this button allows generating purchase orders.
- Print List button: this button allows printing the list of items.
- Export button: this button allows exporting items to excel file.
- Close button: this button allows closing the Generate Purchase Order window.
