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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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

Ui step

 Go  Go to the Actions column >  Select Substitute Item.

Ui step

 Select  Select the link called "Allocate from Vendor Availability".

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 needed to allocate to the Purchase Order. 

Ui step

Once you have the vendor availability product, go to the Actions column and click on the Allocate link.  The system will not allow adding more items from the vendor availability for that product.

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Ui step

The system will open the Edit Item window again in case the added line needs to be edited. 

Ui step

Once finished click on Save.

Ui step

The allocated product will be displayed and 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. 

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).

Ui expand
titleAllocate Breakdown from Vendor Availability

 Users Users will have the option to manually 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 > Confirm PO > Search the Purchase Orders that need breakdown products allocation.

Ui step

Go to the Actions column >>  Select "Substitute Item". 

Ui step

 A  A pop-up window called "Edit Item" will appear. The user will find an "Action" column for each breakdown line, then click on "Allocate From VA". 

Ui step

Once the user clicks the allocate from VA link, the system will show a pop-up window, with the unit products available from 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 "Allocate" under the "Actions" column

Ui step

The system will show a "Product Information" window. Here, the user can edit the product's cost and Save. 

Ui step

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

Ui step

 The  The system will automatically update the breakdown product name in the Prebook and Purchase Order with the allocated product. 

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titleRelated Articles

Filter by label (Content by label)
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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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