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📄🎥 Introduction to Purchasing & Receiving

This article is an Introduction to Purchasing & Receiving discussing topics such as Workflows and basic Calculation Methods. 

Introduction

  • This article covers the basic principles of the three main methods of Stock Ordering/Receiving
  • Bepoz also supports receiving electronic invoices, however, this feature is only available in Australia at this point in time and only for Suppliers that support this mode
  • The main methods of receiving stock into BackOffice within Bepoz for Stock Control purposes are Manual Receipt, Manual Purchase Order and Automatic Purchase Order
  • The orders can be based on different factors such as:
    • Min Max - if below the Min order to the Max. 
    • Min - if below the Min order to the Min. 
    • Max - if below the Max order to the Max 
    • Sales - order a specific period's sales quantities e.g. previous week's sales or current month's

Prerequisites 

  • To access and edit Purchase Order Settings, the applicable Operator Privileges will need to be enabled:
    • All "Purchasing and Receiving" Flags
    • Operator Maintenance 'Stock Control' Tab

Getting Started

  • To create a New Purchase Order or Receive an Order, follow these steps after logging into BackOffice
    1. Navigate to the Stock Control from the Side Menu
    2. Click on the Purchasing & Receiving option which will open a window titles Purchase Order List

General Options

 
Workflows Manual Receipt Stock Flow
  • The Manual Receipt method is the most rudimentary
  • When a purchase order is placed with a supplier nothing is entered into BackOffice
  • The stock and cost levels are updated by manually entering each receipt

Manual Purchase Order Stock Flow
  • The Manual Purchase Order enables operators to have more control over the ordering processes
  • It entails entering the purchase orders into BackOffice and sending them to the supplier
  • The stock is accepted by checking it against the existing Purchase Order
  • This eliminates the possibility of double ordering and simplifies and speeds up the receiving process

Automatic Purchase Order
  • Automatic Purchase Orders are the quickest way of organising stock
  • It involves setting the stock par levels (Minimum and Maximum) and ordering parameters for each product within BackOffice
  • The Purchase Orders are then automatically generated in BackOffice
  • The quantities in the auto P/O can be easily changed before being sent

 

Video Walkthrough