Difference between revisions of "Smart Order"
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[[Supplier]] | [[Supplier]] | ||
[[Supplier List]] | [[Supplier List]] | ||
| + | [[Smart Order RFQ]] | ||
</menu> | </menu> | ||
== Overview == | == Overview == | ||
| + | |||
| + | The Smart Order Button 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. | ||
| + | |||
| + | '''How To Create a New Smart Order''' | ||
| + | |||
| + | *From the '''Purchases''' Tab, Select the ''''Smart Order'''' Button | ||
| + | *Type in the '''Description''' of your Smart Order in the Smart Order Description Field | ||
| + | *Type the code of the product you wish to order into the 'Name' Field | ||
| + | |||
| + | Use F5, F6, F7 function to find product | ||
| + | |||
| + | *Type in the '''Quantity''' you wish to order in the 'Qty' Field | ||
| + | *If there is no default Supplier for the particular Product, Select 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 Name into the 'Department' | ||
| + | Field | ||
| + | *In the case that the product price has changed type the new Price into the 'Cost(Inc)' | ||
| + | *Push the 'Tab' Key on your Keyboard to Tab through to the next line | ||
| + | |||
| + | '''Repeat the above process steps to insert multiple products into the Smart Order.''' | ||
| + | |||
| + | *Click 'Save' to Complete the Smart Order Transaction | ||
| + | |||
| + | Alternatively if you select either the 'Show' or 'Print' Tick Boxes and click the 'Create PO's' Button you will have | ||
| + | the ability to create, view & print your Smart Order as individual Purchase Orders. Refer to Purchase Orders for | ||
| + | further information. | ||
Latest revision as of 16:51, 7 December 2015
Overview
The Smart Order Button 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.
How To Create a New Smart Order
- From the Purchases Tab, Select the 'Smart Order' Button
- Type in the Description of your Smart Order in the Smart Order Description Field
- Type the code of the product you wish to order into the 'Name' Field
Use F5, F6, F7 function to find product
- Type in the Quantity you wish to order in the 'Qty' Field
- If there is no default Supplier for the particular Product, Select 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 Name into the 'Department'
Field
- In the case that the product price has changed type the new Price into the 'Cost(Inc)'
- Push the 'Tab' Key on your Keyboard to Tab through to the next line
Repeat the above process steps to insert multiple products into the Smart Order.
- Click 'Save' to Complete the Smart Order Transaction
Alternatively if you select either the 'Show' or 'Print' Tick Boxes and click the 'Create PO's' Button you will have the ability to create, view & print your Smart Order as individual Purchase Orders. Refer to Purchase Orders for further information.
