17. Smart OrderEnglishالعربيةfrançaisTagalogहिन्दी

Overview

Smart Order

Smart Order - Can you create a Smart Order (Auto Reorder, Invoice, Repairs, etc)?

The Smart Order function gives you the ability to select products you wish to order from multiple Suppliers within a single interface, then create purchase orders for each individual Supplier.

• Select Purchases Module.
• Select Smart Order button.
• Write the description of your Smart Order in the Smart Order Description field.
• In the Name field browse the products that you wish to order.
• In the Quantity column under Purchase enter the quantity you wish to purchase. If the product is a BOM (Means you manufacture this product) then you can enter quantity under To Build.
• Supplier will come automatically if Preferred Supplier is defined for that particular products you are ordering. Otherwise, browse the supplier.
• If the product is for a specific Customer or Job, type the Customer's Name into the Customer: /Job field.
• If the Product is to be purchased for a particular Department, select the department under the Department Field.
• In the case that the product price has changed type the new Price into the 'Cost(Inc)'.
• If you want to add more products click down arrow key from your keyboard and repeat the above steps.
• Click Save to Complete the Smart Order transaction.

If you tick Show or Print boxes and click Create PO's button you will have the ability to create, view and print your Smart Order as individual Purchase Orders.

A Smart Order can also be created from a Sales Order by selecting the Copy to Smart button.

The Smart Order Express List button gives you a list of all the Smart Orders created. The Smart Order Express List has three options, Incomplete Smart Orders, Completed Smart Orders and All Smart Orders each option gives the relative details. Double clicking will open the Smart Order.