Overview
Once a prebook is created it becomes a "Purchase Need" until it is added to a Purchase Order. Prebooks in units are not the exception, but they work a bit different from regular prebooks. Keep in mind that this process can only be done from the Bulk Purchasing Mode. In order to create Purchase Orders from prebooks in units follow the steps below:
Creating a Purchase Order
Go to Purchase Orders > Add PO.
Search for the items that you want to add to a PO using any of the Search filters available.
Fill the information requested on the Vendor, Ship Date, Quantity and Cost fields; then, click on the Add link located under the "Actions" column or press Enter within the Cost column cell.
Once you click on "Add", a new window will pop up where you will be able to specify the Units to Purchase, Box Type and product pack (Bunches/Box & St/Bun) for the product requested on the prebook.
Keep in mind that the system, based on the Real Units and product pack (Bunches/Box & St/Bunch) will calculate how many boxes will be required to fit the total units requested on the prebook for the box type selected. The total units ordered within the Purchase Order will be the total Real Units displayed on this screen. Any units ordered over the required amount will be added the Units Open Market Inventory.
Open Market Additions
When purchasing for items sold by the unit the user can increase the total amount of Units to Purchase based on the company's current need of this same product for their Units Open Market Inventory. The system will automatically take the updated Units to Purchase amount, including what's needed for Open Market, and once the purchase order is shipped and received Komet Sales will reserve what was pre-sold under a Prebook in Units and invoice it, and then will release to Units Open Market Inventory the additional units ordered.
How this works:
- Go to Purchase Orders > Bulk Purchase Mode.
- Pick a line that displays an item that needs to be purchased in units.
- Select "Add" under the Actions column or press Enter within the Cost column cell.
- The Add Items window will pop up and will indicate the Pending Purchases amount.
- Under the Units to Purchase field, increase the quantity by the amount of Open Market units that need to be purchased.
- Click on Save and then on Continue, when the Confirmation window pops up.
