Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Overview
Excerpt |
---|
This functionality feature 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).
Ui expand | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||||||||||
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.) 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. To create this customer, follow the steps below:
|
Ui expand | ||
---|---|---|
| ||
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. Image Modified 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. Image Modified |
Ui expand | ||
---|---|---|
| ||
This option allows to choose the price behavior when an allocation is performed with products within a Prebook without sales price. There are two options available:
For those Prebooks that already have a price assigned, the system will always respect that price. Remember this option applies both for Prebooks in boxes and units. Image Modified |
Ui expand | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||
There are three ways for creating to create a Purchase Orders for Future Sales. Throughout prebooks; through Prebooks, PO's Standalone, and PO'S at a time.
1) Create Prebook for Future Sales
2) Create a PO Standalone
3) Create a PO in the Single Purchasing Mode
|
Ui expand | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||
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:
|
Ui expand | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||
Enabling this setting will make allow the system to take the price from the price lists (type Prebook or All) already created and associated associate it with the customer when creating orders with future inventory in Order Entry, Prebooks, and in the E-commerce instead of using the price set up in the Purchase Order. If the setting is disabled or there is not a no price list for the product, the system will take the price entered in the PO.
The system allows managing the prices of Future Sales products throughout the Price Lists setting.
|
Ui expand | ||
---|---|---|
| ||
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. Image Modified |
Ui expand | ||
---|---|---|
| ||
By enabling this option, the system will omit not refer to the Local After value set up per product or category in all the screens where this information is used and will only consider the Truck Days After value. E.g.: You have a product for Future Sales with a Local After value per product setup at 4 and the setting Truck Days After is set up at 6. With this configuration, the product will be available in Future Sales inventory from 03/02/2018 to 03/06/2018. If you enable this setting , the system will skip the local After Value, meaning that the product will be available two more days, until 03/08/2018. Image Modified |
Panel | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
|
Overview
Excerpt |
---|
This functionality feature 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).
Ui expand | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||||||||||
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.) 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. To create this customer, follow the steps below:
|
Ui expand | ||
---|---|---|
| ||
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. Image Modified 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. Image Modified |
Ui expand | ||
---|---|---|
| ||
This option allows to choose the price behavior when an allocation is performed with products within a Prebook without sales price. There are two options available:
For those Prebooks that already have a price assigned, the system will always respect that price. Remember this option applies both for Prebooks in boxes and units. |
Ui expand | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||
There are three ways for creating Purchase Orders for Future Sales. Throughout prebooksThrough Prebooks, PO's Standalone, and PO'S at a time.
1) Create Prebook for Future Sales
2) Create a PO Standalone
3) Create a PO in the Single Purchasing Mode
|
Ui expand | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||
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:
|
Ui expand | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||
Enabling this setting will make the system to take the price from the price lists (type Prebook or All) already created and associated with the customer when creating orders with future inventory in Order Entry, Prebooks, and in the E-commerce instead of using the price set up in the Purchase Order. 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.
The system allows managing the prices of Future Sales products throughout the Price Lists setting.
|
Ui expand | ||
---|---|---|
| ||
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. Image Modified |
Ui expand | ||
---|---|---|
| ||
By enabling this option, the system will omit the Local After value set up per product or category in all the screens where this information is used and will only consider the Truck Days After value. E.g.: You have a product for Future Sales with a Local After value per product setup at 4 and the setting Truck Days After is set up at 6. With this configuration, the product will be available in Future Sales inventory from 03/02/2018 to 03/06/2018. If you enable this setting , the system will skip the local After Value, meaning that the product will be available two more days, until 03/08/2018. Image Modified |
Panel | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
|