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Panel Filter by label (Content by label)showLabelsfalsemax10showSpacefalselabelsvendor-availability, purchase-orders

Overview

Excerpt

The system allows users with the Vendor Availability option active, to manually allocate product from purchase orders using the vendor availability.

 

This option is for those companies that manage different processes and information when allocating product to purchase orders with the vendor availability.

Info
titlePlease take into account:

The manual allocation process works both for product lines in units and boxes. In the case of units, the system will search for products in units of the same unit type. In the case of solid boxes, the system will search for boxes with the same box type, unit type, and product pack. For mixed boxes, the system will search for products in units.

This function will be available for those users that have access to the grower portal and have the Vendor Availability active. For grower users, the farm should have the Vendor Availability setting active in order to use this option. 

Processes

 

Ui expand
titleManual Allocation for Units and Boxes

To manually allocate product to the purchase order:

Ui steps
sizesmall
Ui step

Go

to

to Grower

>

 > Confirm PO > Search the Purchase orders that need product allocation.

Go to the
Ui step

 Go to the Actions column

>

 >  Select Substitute Item.

Image Removed
Ui step
Select

 Select the link

called

called "Allocate from Vendor Availability".

Image Removed
Ui step
The

 The system will show a window called "Available Items". Using the filters in the window, find the product from the

vendor availability

Vendor Availability needed to allocate to the

purchase order

Purchase Order. 

Ui step

Once you have the vendor availability product, go to the Actions column and click on the Allocate

link

 link. 


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The system will not allow adding more items from the vendor availability for that product.

 
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Image Added

Ui step

The system will open

the

the Edit Item

window

 window again in case the added line needs to be edited. 

Ui step

Once finished click on Save.

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Ui step

The allocated product will be displayed and

the

the user will be able to see the previous product on the PO by hovering the mouse over the blue "V" next to the product name. 

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Warning

The system will not show the Allocate from Vendor Availability link for purchase orders created using the Stand Alone purchasing mode (not linked to Prebooks).

Relevant Articles

Ui expand
titleAllocate Breakdown from Vendor
availability
Availability

Users will have the option to manually

allocate items

allocate items from mixed boxes with items from vendor availability in the Grower screen.

To manually allocate breakdown products to purchase order:

Ui steps
sizesmall
Ui step

Go

to "Grower" > "

to Grower > Confirm PO

"

 > Search the Purchase

orders

Orders that need breakdown products allocation.

Ui step

Go to

the "Actions column" >  Select "

the Actions column >>  Select "Substitute Item". 

Image Removed
Ui step
A

 A pop-up window

called

called "Edit Item"

will

 will appear. The user will find

an

an "Action"

column

 column for each breakdown line, then click

on

on "Allocate From VA". 

Image Removed
Ui step

Once the user clicks the allocate from VA link, the system will show

a pop up window

a pop-up window, with the

products available from

unit products available from VA to complete the allocation. The user should search for the product using the filters. Once the products are found, click

on

on "Allocate" under

the

the "Actions"

column. 
Image Removed

 column

Ui step

The system will show a "Product Information"

window

 window. Here, the user can edit the product's cost

and "

and Save

"
Image Removed
The

. 

Ui step

 The system will substitute the product with the allocated one and it will show a blue V next to the product name. 

Image Removed
Ui step
The

 The system will automatically update the breakdown product name in the

prebook

Prebook and

purchase order

Purchase Order with the allocated product. 

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Image Removed
 

Image Added

 

Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
cqllabel in ( "vendor-availability" , "allocations" , "purchase-orders" )
labelsvendor-availability, purchase-orders allocations

Tip
titleTip: Product Tag filter

When searching for the available items to perform the allocations described in this article, you can use the Product Tags assigned in order to search for specific products quickly.

 

 

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