Purchasing & Receiving
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      1. INTERNAL - Bepoz Help Guides
      2. End-User | Stock Control
      3. Purchasing & Receiving

      13 | "User Defined" Purchase Order Creation

      This article covers how to Create and Post a new Purchase Order using one the "User Defined" option. The User Defined method allows for creating a Purchase Order based on Min, Max or Sales History and also then allows for a percentage adjustment, if required.

      This article covers how to Create and Post a new Purchase Order using one the "User Defined" option.

      The User Defined method allows for creating a Purchase Order based on Min, Max or Sales History and also then allows for a percentage adjustment, if required.

      How-To

      1. Run BackOffice and Log In

      2. From the Stock Control menu, select Purchasing and Receiving

      3. Choose the corresponding Venue from the drop-down selection 

      4. Click on the New Purchase Order button

      5. A Supplier List will appear; select the desired Supplier


      • After selecting a Supplier,  the below screen will be displayed


      • Choose User Defined

      • The User Defined Purchase Order Creation tab will open

       

      • Ensure the desired Venue and Store are selected

      • Select the Re-Order Calculation Mode:

        • Use Min/Max: suggested total minimum is set to prodstore MinStock value; total max is set to prodstore MaxStock value

        • To Min: suggested total minimum is set to prodstore MinStock value; total max is set to 0

        • To Max: suggested total minimum is set to prodstore MaxStock value; total max is set to prodstore MaxStock value

        • Use Sales Data: enables reorder days & safety stock days; suggested total minimum is set to total max is set to prodstore MaxStock value

      • If the Use Data From All Stores flag is selected, then loops through all prodstores stores and sums the values above

      • Select the Display button to generate the report

       

      • Optionally, enter a Percentage Adjustment, if desired, in order to meet projections

      • Select the Refresh button; the report will be updated with the adjusted figures

       

      • Once happy with the figures, a Purchase Order can be created from the generated report by selecting the Create Purchase Order button

        • The Purchase Order will be automatically generated

        • Add, remove or alter values using the same method as with a Manual/Blank purchase Order

        • To Post the Purchase Order select the Post Purchase Order button

      • User Defined Saved Reports can also be used for the scheduled job called POSaved Reports

        • The job will order the product on the saved Purchased Order through a schedule