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changes.mady.by.user Andres Toledo

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Overview


Excerpt

When you need to create a Purchase Order using the Units Entry mode, it's necessary to do it trough the Standalone POs option, this means that the PO you are about to create does not have a corresponding Prebook. 

This may happen in situations such as:


  • You need to purchase extra product for your open market sales.
  • You need to fulfill an order that had shipping issues or quality control problems.
  • You need to purchase the product for internal production (e.g.: bouquet operations).


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titleHow to Activate the Units Entry Mode


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Ui step

Click on the Purchase Orders tab > Add PO.


Ui step

 Click on the Standalone POs option.


Ui step

 On the right-hand side, you will find the Actions button, click on it and click on Units Entry Mode to activate it.


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Ui expand
titleAdding Items to the Purchase Order

Now you can proceed as you regularly do with Standalone POs, first, create the Prebook header and then proceed to add the items.

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Ui step

Enter the product name. To search for the product you can use any combination of the product name. Examples:

    • "ros whit 60" will search for all 60 cm white roses.
    • "cdn green" will search for all green cdn.
    • "red select carn" will search for all red select carnations.
    • "akito" will search for all akito varieties.

Add the product breakdown by clicking on the Specify Breakdown link under the product name.


Ui step

Enter the number of Bunches, Stem/Bunch, the Total Units and the Cost (cost by unit) then click on Add.


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Select the Box Type and Unit Type.     


Ui step

Repeat these steps for every Item that you want to add to this Purchase Order.

NOTE: The system will automatically calculate the Total cost (Total Units x Cost), the number of boxes that you need and how many units actually fit in the boxes, those are called Real Units.

 




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titleRelated Articles

Filter by label (Content by label)
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cqllabel = "purchase-orders"
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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.


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