User manuals » Create purchase order based on supplier product data (Add products)

Create purchase order based on supplier product data (Add products)

Last modified by TriinuKollamaa on 2014/04/28 12:05

Here you can add products to the order. There are three different ways to do that.

1) Search products from product groups by opening them one by one
2) Search products by symbols of the product description, GTIN code or supplier product code
3) Add the whole assortment to the order and then choose the required products from the list

1) To search products from product groups first click on the name of the group that you're interested in.
NB! Some groups may contain subgroups. To see the products in subgroup(s) you'll need to open them as well. Choose required one until you will be shown the contents of the group below as a product list.

2) To use search functionality to find required products enter at least 3 symbols in the search box and press either Enter on the keyboard or click on Loop icon beside the search box. Search results will be shown in the table below.

3) To add all products from the assortment click on the button ADD FULL ASSORTMENT.
You will be directed to the Basket view where all the products are shown as a product list divided into product groups.
NB! This functionality can only be used if there are less than 1000 products in the assortment.

In all cases you will see the following information about the products:

  • GTIN
  • Supplier product code
  • Product description
  • Package
  • Package qty - ordered quantity in packages
  • Qty - ordered quantity in base units
  • Unit - base unit
  • Base price
  • Disc. %
  • Price
  • Amount

The products are ordered by product description in alphabetical order from A to Z within the group. You can sort the product rows by any of the columns by clicking on column headers.

Product quantities are left empty.
To add the required product to the order enter its Qty or Package quantity.
You have to add only one of those quantities when it is possible to order products besides base units also in packages. The other quantity will be calculated automatically. When you inserted a quantity that do not make full package quantity, the package quantity field will be shown with red background just to notify that you are trying to order only half of the package. Make sure that you are allowed to order half-packages and you can proceed.

You can enter quantity with a precision of 0,0001.
After you have found the required product and entered the quantity click +ADD to save the products into the order.
In case you would like to enter multiple products go on the same way adding the other products.

To skip ordering some product just do not enter the quantity and it will not be added to the order.
Product amounts on rows and order total amount (when there are prices given) will be automatically recalculated after each product has been added, modified or removed from the order.

After you have finished click NEXT.

You can search for the product by entering the search symbols in the search window (at least 3 symbols required) and click either Enter or on the loop icon.

You can also search for the product by choosing product groups.

After you have found the required product click "Add", enter the quantity and click "NEXT".

In case you would like to enter multiple products click "Add" and go on the same way adding the other products.

You will be redirected to Basket view.

You can cancel creating the order at any time by clicking CANCEL. You will then be asked to verify your decision.

  • Choosing YES will take you back to the orders list view.
  • Choosing NO will leave you in order creation view and you can proceed.

EAS.jpg

Tags:
Created by kadri on 2012/09/02 18:25