The supplier order
The supplier order is the basic step that can increase the inventory of ordered items.
An order can exist in 4 different ‘status’, behaviors vary with these status.
- REA (the order is in progress)
- PRE (the order is being received)
- RAR (remains to be approved: the order is partially received)
- TER (the order is type-approved and therefore finished)
All buttons are accessible by a keyboard shortcut (shown in the tool tip on each of them, to get used to know them).
Create a supplier order
Via the main menu, click on button.
- Select supplier.
- Select the warehouse where are stocked the items.
- Check or uncheck the “Order by Supplier Order Unit” (topped default value defined in the record of the supplier).
- Click on “Create Order”.
Add an item in the supplier order
By double-clicking in the table “items” on the desired line, you add 1 unit in the order.
If the order is in “Supplier Order Unit” mode, three additional columns appear in the table of command lines:
SOU, which contains the SOU section.
Number SOU, where you must enter the number of SOU ordered for the item.
Number SOU rec. In which you must enter the number SOU received for the item.
If you want to enter more than one item, you can click as many times as necessary in the table “items”, but you can also change the quantity in the “quantity” of the order.
Usage of a barcode reader
If you use a USB barcode reader, you scan the barcode of the item (the selection box must be green, if it is not the case, type F11) and an item is added automatically order. If you want to add more than one item in a single barcode reading, type the desired quantity followed by * in the barcode reader and then scan the item, or scan as many times as desired the barcode of the item.
Update an item in the supplier order
Just change the quantity on the desired line.
Delete an item in the supplier order
- Select the line item to remove in the control panel.
- Click on “Delete row”.
- Confirm or not the action.
Change the buying price or the logistic coefficient of an item during a supplier order
It may be useful to change the price of an item when entering a supplier order for various reasons:
- The price changes from one order to another
- You are informed of the new price at the time you place the order
- The price of the item is not a fixed price
- You use the coefficient attributed to logistics import costs that you only know the receipt of the order
When you are in the supplier order, and as the order is not complete, you can right click in the column row price or coefficient of the item you want to change the price.
The cursor is then entered in the price area of the item.
After changing the price (or the coefficient), a message asks if you want to save the new price in the item descriptive, you can answer yes or no.
Receive a supplier order
The quantities ordered from a supplier are not necessarily the amount you receive.
In this case, it is useful to validate each line of order and, if necessary, change the quantity received.
To receive an order, click on “receive order”.
Two new columns appear next to the column quantity QUTEREC and STAT.
By default, the contents of the column QTEREC (type-approved quantity) is identical to that of the “Quantity” column.
You can change the quantity ordered if the quantity received is different.
If you received an item that was not ordered, you can add it.
In all cases, for each line of order, the column Status must be checked to confirm the receipt of the item. If you do not have time to do so or you are certain that the quantities ordered are identical to quantities delivered, you cannot tick all the lines and allow validation to be automatically proposed in this case at the close of order.
Comment lines of supplier order
Until the order is completed (status TER), you can comment every line of it. A column by default placed on the extreme right of the order (removable) is available for an entry of 50 characters. You can then retrieve this comment or in consultation with the order, or in consultation with the statistics of movements and / or movements per item.
Close a supplier order
The order, once received, may be terminated via the button “Close order”.
If “track and tracing” extension is active and you set obligatory the encoding of certain criteria in the general settings, you will have to enter all of these criteria before closing the order.
If the status column isn’t check for all lines of the order when you click on the “close” button, you will be inviting to:
- Cancel(Roll back in the next status order)
- Partially received: close only the lines where status column is check, these items will be available in stock immediately
- Complete reception: close all the lines of the order.
Partial receipt of an order
In case of partial receipt of an order, this one will have the RAR status. Lines of received items become not editable and colored in green.