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You need Stock permission to direct order. If you don't have access to this module, ask someone with Managers permission to update your user permissions.
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You need to have entered your delivery details, supplier details and stock items. You'll also need to know how to create & send purchase orders and credit requests.
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In order to avoid confusion when ordering it will help if you have entered your preferred suppliers stock codes for each stock item before you send.
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You can direct order from the following suppliers only,
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Allied/Tasman Liquor
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Bidfood
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First, you'll need to make sure direct ordering has been selected as an ordering preference for your supplier.
To do this, head to Stock and then Manage, Suppliers.
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Click Actions beside the supplier you're wanting to direct order from.
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Click Manager Supplier.
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Click Ordering.
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Click the tick box beside Direct Ordering.
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Type in the username and password for your suppliers web portal.
- Click Save.
Now you can send purchase orders & credit requests directly to the supplier through the web portal.
To access head to Stock and then Ordering, Outstanding Orders.
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Click New Purchase Order
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This will take you to a blank purchase order template
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Click +Add Item and type the name of the stock item you are wanting to order. Select the appropriate product from the list, ensure that the Supplier, Unit & Quantity are accurate before adding the next item.
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Continue this process until you have entered every item into the purchase order.
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Once you are finished click Generate Purchase Orders
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Loaded will take you back to the outstanding orders page, it will split all the items you just entered into purchase orders for the relevant supplier.
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You will see at the bottom of the outstanding orders page all of your new purchase orders are there waiting to be sent.
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For each purchase order click Send, then Send via Direct Ordering
- You can also use the Print to PDF button to keep a copy of the purchase order on site to match when the delivery is made.
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Ensure that all purchase orders then either have Sent or Acknowledged in the Status column on the outstanding orders page
- Now log in to your web portal and accept the order.
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Follow the same process for Credit requests but select New Credit Request instead of the purchase order button - the value and quantity will automatically save as negative.
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