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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Tipthis feature can also be used in the Bulk purchasing mode

Overview


Excerpt

Unexpected things can happen at any time affecting the product availability, even after the

prebook

Prebook has been

made

created. Notify the sales person and mark the product as Unable to Source by using this feature. This way your clients can make decisions about getting different products or waiting a little longer for you to find them with a different grower.

Here is how it works:Instructions

This mark is available for Prebooks in units and boxes.


Tip

This feature can also be used in the Bulk Purchasing Mode and from the Vendor Portal.


Instructions


Ui steps
sizesmall


Ui step

Go to Purchase Orders > Add Order tab

, then click

.


Ui step

 Click on one PO at a time link


Ui step

 Click on Add Items

. 

Image Removed


Ui step
The 

 The Product Needs window will display where you can see the prebooks that have been

made

created. If for some reason the procurement team

couldn't

cannot find a particular product from the prebooks you can notify the sales person about the issue by clicking on the "This product cannot be Sourced" icon located on the Actions column. 

 

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Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
labelspurchase-orders

 

 

  


Ui step

Enter the reason why you couldn't find the product to let the sales person know about it in order to notify the customer. Then, click

on Save

on Save.

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The

 

 

 


Ui step

 The system will automatically mark the product with the Unable to Source icon and notify the sales person by email. If you click on the icon you will be able to see the information related to the product, the reason why you couldn't get it and the notification date.

Image Removed

 


Ui step

If the procurement team eventually

find

finds the goods you can remove the Unable to Source icon by adding the product to a

purchase order.
 

Purchase Order.

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Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
cqllabel = "purchase-orders"
labelspurchase-orders


Ui text box
sizemedium

(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.



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