Once the Vendor Availability is uploaded and the Customer Product Packs per customer are set (if applicable) items from vendor availability can be added to new or existing Prebooks. In order to do this:

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Go to Prebooks and SO's, if there is an existing Prebook that will be edited, click on Prebook Summary, find the Prebook by entering the number and hit enter.

Once the Prebook is found go to the Actions column and click on Edit.

If a new Prebook is going to be created click on Add Prebook enter the details of the Prebook and follow the steps below.

Once the user selects Edit for existing Prebooks or enters the Add Prebook screen, the system will show the Add Future or Add Items from Vendor Availability link, click on it to open the Vendor Product Availability screen.

The product availability screen will display everything that was uploaded from the vendor's CSV file, confirmed in the vendor availability staging area and any products matching the search criteria.

To add the product to the Prebook there are two options:

The first option is entering the information into the blank fields with the keyboard and hitting the enter key at the end to finish or by clicking on the Add link. The system will automatically convert the units into boxes using the default product packs that are set by the vendor. Additionally, the system will suggest the number of available boxes based on the product packs.

The second option is by going under the Actions column and clicking on View, and entering the information in the popup window.

falseCustom Fields

During this process, you can add custom fields to product lines which will remain the same when creating the PO. Just click on the Gear Icon in the Actions column.

Once the window pops up, select the product and fill in the rest of the information. Here, the system will show the number of available units for that product, once done click on the green Add button.

If the product doesn't exist within the account, the product must be added from the Setup.

The image above shows the following information:

Product Description: the product name as it appears on the CSV file.
Vendor Name: the name of the vendor the product comes from.
Available Units: the total amount of units available for any salesperson to add to any Prebook.

Using either option to add the product, the user will see the product aging and will be able to filter it to sell the older product first. Also, the user has the option to filter by Post Harvest information and the Stems/Bunch number.

The Aging filter is optional for those companies that need to search using this information.

Once a product from Vendor Availability is added, the system will show that line highlighted in the inventory for that particular Prebook.

Once the line is added, the system will take the user back to the Vendor Availability screen.

Important

The system will take into account if the Prebook is shipped via Warehouse or Grower when it is created using the Vendor Availability.

If the order is shipped via Grower, the date for the Prebook must be the same as the Available From date, from the Vendor Availability. This applies when creating a Prebook, using Single or Mixed Boxes and when a Prebook is generated from a Standing Order, automatic or manual process.

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