Description
Explanation of Settings and processing steps required by both Sites and Distribution Centre to manage goods ordering and receiving.
To Be Considered
- Ensure the Location Type setting is set to Warehouse for the Distribution Centre Location.
Operation
- Remote Store creates purchase orders by PDE to relevant Suppliers. Orders will be saved as Unauthorised.
- Distribution Centre opens each order and modifies them as required (the Location will not be changed) then changes the order to Authorised, sends the order to the Supplier and saves the order.
- Distribution Centre receive the goods and Suppliers Invoice, and process via Supplier Invoices. The invoice will be recalled from the available Authorised Purchase orders, changes made as required and then, most importantly, change the receiving Location to that of the Distribution Centre before committing.
- NB. If the selected Location in the Supplier Invoice screen has been set to a Warehouse Location an additional checkbox will become available on the lower left section of the screen to mark the invoice as “Warehouse Stock Only”. This will exclude the invoice from being available in SwiftPOS Back Office POS.
- Distribution Centre will open SwiftPOS Back Office POS, select the appropriate Price Level then select the Retrieve button and then the Supplier Invoice option. Select from the available invoices which will import the items into the sales screen. The original Purchase order number and Location will be displayed for the imported Invoice. Then the appropriate account for the Remote Store is selected and the invoice is finalised to “Account Charge”. This will generate the Supplier invoice as a “Pending Invoice” for the Order Location and mark the retrieved invoice as processed.
- Remote Store will be able to access the newly created invoice immediately. Once the Goods have arrived (so they can check off the order) they can complete the Pending invoice, change pricing if required and sell items as normal.
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