Using the Extended order proposal module, purchase orders can be created quickly based on selected criteria. In addition, it is possible to select how many goods are purchased from each supplier. This module has a greater scope of functions than the normal order proposal.
In order for an order proposal to be calculated, purchase prices must be stored in the product master for the respective supplier. You can find information about this here.
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Item no.: Product number
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Products: Description of the product
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Warehouse: Number of products in stock or number of products in stock, including stock in blocked warehouses
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Minimum order quantity (article): If a minimum order quantity has been stored for a product, it is displayed here
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Min. stock: Minimum stock quantity (is set in the product master)
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Min. order:
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In the order: number of units of the product, posted in open orders
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Per month: consumption per month
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In production: number of units of the product currently in production
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In order (not shipped): product in orders with suppliers
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Demand: total number of sales of the product
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Scale:
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VK: Sales price of the product. Scale prices are also displayed
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Reorder: Suggested quantity to be reordered (orange → must be reordered because open sales orders must be serviced).
Via filter you have the possibility to display only marked products, only production articles, only material / without production products or all products without orders with purchase order.
Furthermore, you have the possibility to create orders or to create a production by using the buttons.
Via filters you can select the products to be displayed:
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Show all articles: by default all products from the product master are selected here.
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Show only selected articles: Only products that have been marked in the product list below (checkbox in front) are displayed.
In the settings of the module, time scales can be defined for which the future demand of the products can be displayed based on the released orders.
These scales can then be found as additional columns in the overview of the module as follows:
The columns Demand last x days are calculated from how many units of the product are contained in open orders and whose delivery date lies in this period. If no delivery date has been defined for the individual product of an order, the delivery date of the order is used. If this is also not maintained, the order date is used.
The columns Demand next x days is calculated from the quantity of units of the product that are in already created orders and whose delivery date is in this future period. Again, if no delivery date is defined for the individual product, the order delivery date is used, or if this is also not maintained, the order date is used.
Here you can start a new order proposal:
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Base: Here you can select the basis on which the products are to be loaded into the order proposal list.
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Use only open orders: Products from open orders
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Use only open orders (use requested delivery date, delivery date): Products from not closed orders where the requested delivery date or delivery date is used
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Use only open productions: Products from productions that have not been completed
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Minimum quantities: All products for which the stock quantity has fallen below the minimum quantity.
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Old orders: Products from completed orders
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POS replenishment: Products from the extra module Cash register scan > Replenishment list.
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Supplier: Selection of the supplier. Here there is an additional possibility to limit the selection to products with purchase prices from a specific supplier
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Include days from...to: Refers to the date when a document was created.
It is also possible to filter by individual orders and productions and generate an order proposal specifically for them.
If an order has been reserved, only the quantity missing from stock to fulfill the order is suggested. Otherwise, the entire order quantity is suggested to be on the safe side.
For each selected base, a note appears with the number of products added to the order suggestion. In addition, a single selection can be removed from the selection at any time using the Remove Quantities button on the right. To restore removed quantities, you need to restart the already entered proposal by clicking the start button.
Below the filters is an overview of the number of different products and suppliers, as well as the cumulative amount for all selected products. This amount is calculated by taking the numbers in the Requirement column and multiplying it with the price per item.
Note
The cumulative amount displayed in the extended order proposal can be different from the final amount in the orders created based on your order proposals. Reason for that is that your requirement might differ from the minimum order quantities required by your supplier. If the minimum order quantity of your supplier is higher than your requirements, the order will be created with the minimum order quantity.
The products that are loaded into the order proposal are automatically marked (checkbox) and can thus easily be transferred into an order with the Create order(s) button at the very bottom.
Note
A separate purchase order is created for each supplier.