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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.
Filters
Filters can be used to select the articles to be displayed:
- Show all articles: By default, all articles from the master data are selected here
- Show only marked articles: Only articles that have been marked in the article list (checkbox in front) will be displayed
Settings
In the settings of the module, time scales can be defined for which future demands for the articles 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 article are included in open orders and whose delivery date is in this period. If no separate delivery date has been defined for the individual position 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 coming x days are calculated from the quantity of units of the article, which are in already created orders and whose delivery date is in this, future period. Again, if no delivery date is defined for the individual article, the order delivery date is used, or if this is also not maintained, the order date.
Show article images
It is possible to display the main product image in the order proposal. To do this, the Show item images checkbox must be enabled in the settings.
Start order proposal
A new order proposal can be started here:
Base
You can select here the basis on which the articles are loaded into the order proposal list.
- Use only open orders: Positions from orders that have not been completed.
- Use only open orders (Use requested delivery date, delivery deadline): Positions from uncompleted orders where the desired delivery date or delivery deadline is used
- Use only open production: Positions from production that have not been completed
- Minimum quantities: All articles for which the stock is below the minimum quantity
- Old orders: Positions from completed orders
- Checkout resupply: Positions from the extra Scan checkout module → Resupply list
Supplier
In the Supplier field there is an additional option to restrict the selection to articles with purchase prices from a specific supplier.
Date
The date fields can be used to limit the selection in terms of time.
Documents
It is also possible to filter by individual orders and production and generate an order proposal specifically for it.
If an order has been reserved, only the quantity lacking from stock to fulfill the order is proposed. Otherwise, the entire order quantity is proposed to be on the safe side.
Start
For each basis selected, a message appears with the number of articles added to the order proposal. In addition, a single selection can be removed from the selection at any time with the Remove quantities button on the right.
Below the messages there is an overview of the number of different articles and suppliers as well as the total amount for all marked articles (quantity x purchase price).
The articles that are loaded into the order proposal are automatically marked (checkbox) and can thus easily be transferred into a purchase order with the Generate order(s) button at the very bottom.
Note: A separate order is created for each supplier.
Reset order proposal
The Reset order proposal button can be used to delete all previously loaded articles in the order proposal from the list. The selection is reset to All articles with none selected.