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📄How to create a Purchase order using "User Defined" option.

This article covers how to Create and Post a New Purchase Order using one the "User Defined" option. 

Overview

The User Defined method allows for creating a Purchase Order based on Min, Max or Sales History and also then allows for a number of manual adjustments, if required.

 

How-To

  1. Run BackOffice and Log In

  2. From the Stock Control menu, select Purchasing and Receiving

  3. Choose the corresponding Venue from the drop-down selection 

  4. Click on the New Purchase Order button

  5. A Supplier List will appear; select the desired Supplier

  • After selecting a Supplier,  the below screen will be displayed

  • Choose User Defined

  • The User Defined Purchase Order Creation tab will open

 

  • Ensure the desired Venue and Store are selected

  • Select the Re-Order Calculation Mode:

    • Use Min/Max: suggested total minimum is set to prodstore MinStock value; total max is set to prodstore MaxStock value

    • To Min: suggested total minimum is set to prodstore MinStock value; total max is set to 0

    • To Max: suggested total minimum is set to prodstore MaxStock value; total max is set to prodstore MaxStock value

    • Use Sales Data: enables reorder days & safety stock days; suggested total minimum is set to total max is set to prodstore MaxStock value

 

  • If the Use Data From All Stores flag is selected, then loops through all prodstores stores and sums the values above

  • Select the Display button to generate the report

 

  • Optionally, enter a Percentage Adjustment, if desired, in order to meet projections

  • Select the Refresh button; the report will be updated with the adjusted figures

 

  • Once happy with the figures, a Purchase Order can be created from the generated report by selecting the Create Purchase Order button

    • The Purchase Order will be automatically generated

    • Add, remove or alter values using the same method as with a Manual/Blank purchase Order

    • To Post the Purchase Order select the Post Purchase Order button

  • User Defined Saved Reports can also be used for the scheduled job called POSaved Reports

    • The job will order the product on the saved Purchased Order through a schedule