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Overview

Resumen

Excerpt

This functionality can help you improve your sales department's performance and your inventory management by using your sales forecast to purchase products by only generating a PO or a SO.

Future Sales from a Prebook: The future sales process may start with a prebook with Future Sales customer. Once the PO is created and approved by the vendor, the products will be deleted from the prebook (see below) and will go to the Future Inventory. At this point, the sales team can see the products and offer them to the customers (note that the products are not actually in your warehouse).

Future Sales from a PO: Instead of starting with a prebook, the future sales process may start with a purchase order, once the products are confirmed by the vendor, they will go right into the Future Inventory. At this point, the sales team can see the products and offer them to the customers (note that the products are not actually in your warehouse).

Future Sales from a SO: Instead of beginning with a PO, this sales process starts with a standing order which then, depending on your SO settings, generates a manual or automatic PO, once the products are confirmed by the vendor, they will go right into the Future Inventory where the sales team can see the products and offer them to customers (note that the products are not actually in your warehouse).

 

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titleHow to set it up?

In order to enable future sales, a customer must first be created under the name of ''Future Sales" (note this customer will only handle future sales inventory.)

To create this customer, follow the steps below:

Add the customer "Future Sales" to your customer list on Setup > Customers > Add Customer. 
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NoteIf you are working with several locations, make sure that the customer you entered on the Future Sales Settings is associated with the different locations that you are currently using.

Esta funcionalidad puede ayudarlo a mejorar el rendimiento de su equipo de ventas y su manejo de inventario al permitirle usar sus proyecciones de ventas con solo generar una PO o una SO.

Ventas Futuras desde una Preventa: El proceso de Ventas Futura puede comenzar con una Preventa para el cliente Future Sales. Una vez la PO es aprobada por el proveedor, el producto se borra de la Preventa (lea artículo más abajo) e irá directamente al Inventario Futuro. En dicho punto, los vendedores podrán ver esos productos y ofrecerlos a los clientes (aún cuando los productos no estén realmente en su bodega).

Ventas Futuras desde una PO: En lugar de comenzar con una Preventa, el proceso de Ventas Futuras puede comenzar con una Orden de Compra. Una vez los productos son confirmados por el proveedor, van directamente al Inventario Futuro. En dicho punto, los vendedores podrán ver esos productos y ofrecerlos a los clientes (aún cuando los productos no estén realmente en su bodega).

Ventas Futuras desde una SO: En lugar de comenzar con una PO, este proceso de ventas comienza con una Orden Recurrente la cual, dependiendo de las configuraciones de sus SO, generará una PO, ya sea manual o automáticamente. Una vez los productos son confirmados por el proveedor, van directamente al Inventario Futuro donde el equipo de ventas puede ver los productos y ofrecerlos a los clientes (aún cuando los productos no estén aún en su bodega).

 

Ui expand
title¿Cómo Activar las Ventas Futuras?

Para activar las Ventas Futuras, debe crear un cliente bajo el nombre ''Future Sales" (este cliente solo se usará para manejar inventario de Ventas Futuras).

Para crear este cliente, siga los siguientes pasos:

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Agregar un cliente llamado "Future Sales" a su lista de clientes en Confi >> Clientes > Agregar Cliente.

 

Importante

Si está trabajando con varias sedes, asegúrese de que el cliente que ingresó en las configuraciones de Herramientas de Ventas Futuras está asociado con las diferentes sedes qu está usando actualmente.

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  1. Go to Setup > Settings > Inventory
  2. Click on Future Sales

  3. Once the above have been done, the Futures Sales Settings window will pop up. Please enable the Future Sales option, select a customer and set the "Truck days after". Complete the process by clicking on Save.

    Info
    Selecting a customer in the settings is the key to associate PO's to the future inventory, all the items that you purchase under this customer (for example "Future Sales") will go to the future inventory.
    Warning
    titleImportant

    The Truck Days After setting allows you determine the Max Age for the products to be included in the availability. However, when the number of days has been specified per product or per category, the system will consider those values first. For further information about this, please read How to Set Up the Max Age for the E-commerce Products (Options 1 and 2).

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titleFinal Price Behavior & Hold on Confirm

The future sales setting has also two additional options for managing your Future Sales:

1) Final Price Behavior: This window will allow the user to choose how the price should behave, once unsold items are transferred to the inventory based on the 2 available options.

2) Hold on Confirm: Allows selecting whether or not the product should be automatically put on hold after the items are confirmed or available in the inventory.

 

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titleHow to purchase products for Future Sales?

There are three ways for creating Purchase Orders for Future Sales. Throughout prebooks, PO's Standalone, and PO'S at a time.

Warning
titlePlease take into account:

Remember to enter the customer you selected on the Future Sales Settings, the products you purchase under this name will go automatically to the future sales availability.

1) Create prebook for Future Sales

  1. Go to Prebooks & SO's>Add Prebook
  2. Enter the prebook information. Make Sure you enter the customer Future Sales.

  3. Go to Purchase Orders>> Add PO.
  4. Search for the prebook created.
  5. Complete the prebook information and click on Add in the Actions column. The PO will be created.
  6. Go to PO Summary and proceed to approve the PO.
  7. The PO will be submitted to the vendor, once confirmed, the products will be transferred to the future inventory and the items will be removed from the prebook.

2) Create a PO Standalone

  1. Go to Purchase Order > Add PO and click on the "Standalone POs" link.
  2. Add the General Order Information: vendor, customer, truck date, vendor ship date and Save.
  3. Start adding items to that PO by filling the Item's information fields, then click on Add.
  4. Once your purchase order is submitted, the vendor must confirm the products in order to transfer them to the Future Inventory. Refer to How to Create Future Sales Orders for more information.

          

 

Tip

Keep in mind that the Truck days after count from the POs Truck day, this will determine the number of days that the items will be available in the future inventory. 

3) Create a PO in the Single Purchasing Mode

  1. Go to Purchase Order > Add PO and click on the "one PO at a time" link.
  2. Add the General Order Information: vendor, carrier, vendor ship date and click on Save.
  3. Click on Add single Items.

  4. Enter the Future Sales customer, complete the product information. Notice that the price will be suggested based on the GPM of the company once you enter the cost. When you have finished, click on Add.
  5. Once the vendor of that product confirms the order, the product will be added to the future inventory.
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titlePO's for future sales created by the Vendor

Since the future sales process starts from a Standalone PO, you can give vendors the ability to create PO's for Future Sales.

To do so follow the steps below:

  1. Go to Setup > Vendors, search for the vendor that you will allow the creation of Future Sales PO for.
  2. Under the "Actions" column click on Edit.
  3. On the "Options" tab, click on "Allow create POs" and then click on the Save button.          
  4. Once this is done, the vendor will be able to create POs for future inventory.


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titlePrice Lists for Future Sales

Enabling this setting will make the system to take the price from the price lists already created and associated with the customer when creating orders with future inventory instead of using the price set up in the Purchase Order.

Warning
titleImportant

This option is only available when the setting Enable Price Lists is enabled (Setup>>Setting>>Customers>>Price Lists)

The system allows managing the prices of Future Sales products throughout the Price Lists setting.

  1. Go to Setup > Settings > Inventory
  2. Click on Future Sales
  3. Check the Price Lists option

    Once this setting is enabled, the system will display the price lists type Prebook or All for Future Sales products (read Custom Price Lists and Seasons for further information) in Order Entry, Prebooks, and in the E-commerce. If the setting is disabled or there is not a price list for the product, the system will take the price entered in the PO.

 

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titleHide Inventory From Sales Screens

If this setting is enabled, the system will hide the option for adding Future Inventory Items when the users are creating a Prebook or an Order.

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