POS Stock Requisitions

 

Back Office > Inventory > POS Stock Requisitions

 

Description

 

This menu item displays Requisitions that have been committed at the SwiftPOS Touch terminal, as well as Production type Requisitions that have been generated via Warehouse Requsitioning.

 

Note : This feature is designed to export Requisitions in a CSV file format for importing into an external ordering system.

 


POS Stock Requisitions

 

 

This screen is accessed from here.

 

Filters

 

  • Required By - Select the calendar icon to select the Required By Date and return those Requisitions limited to the date selected.
  • All Dates - Select to include all Requisitions regardless of the Required By date selected.
  • Today - Select to return those Requisitions required by Today.
  • Tomorrow - Select to return those Requisitions required by Tomorrow.
  • Location - Select from the drop down list, to return those Requisitions limited to the Location selected. Default is all.
  • Type - Select from the drop down list, to return the Requisitions limited to the Type selected. Default is all.
  • Status - Select from the drop down list to limit the Requisitions returned to the those that have the Status selected.
  • Finalise by Transfer - This will Transfer the Items into Batch Transfers screen.
  • Finalise by Invoice - This will move the Requisition into the Invoice screen were it can be retrieved to be Finalised.
  • Apply
  • Reset

 

Grid

 

  • # - Displays the Requisition Number
  • Submitted - Displays the date and time the Requisition was committed at the SwiftPOS Touch terminal.
  • Required - Displays the date and time the Requisition is required.
  • Location - Displays the Location for which the Requisition is required.
  • Status - Displays the status of the Requisition.

 

Footer

 

  • Lock - Select one to Lock/Unlock the selected Requisition, or select from the drop down list to either Lock All/Unlock All requisitions in the grid. Note : Once a Requisition is locked, it can no longer be modified at the SwiftPOS Touch terminal until it is unlocked.
  • Duplicate - Select to duplicate the selected Requisition. The duplicated Requisition will have a Required By date set to Today's date, so in order to locate it select the Today button.
  • Edit - Select to edit the selected Requisition.
  • Delete - Select to delete the selected Requisition.
  • Tools - Select to export Requisitions to a CSV file. To do this select from one of the following :

    • Export to CSV - Select to export the selected Requisition to a CSV file.
    • Export All to CSV - Select to export all the Requisitions in the grid to separate CSV files.
    • Export All to One CSV - Select to export all the Requisitions in the grid to one CSV files.
    • Queue For Production - Select to ensure the selected Requisition is queued for Production. The status will change to In Production.
    • Queue All for Production - Select to ensure All Requisitions listed in the grid are queued for Production. Their status will change to In Production.
    • Set as Pending Delivery - Select to ensure the selected Requisition is set to Pending Delivery. The status will change to Pending Delivery.
    • Set All as Pending Delivery - Select to ensure All Requisitions listed in the grid are set to Pending Delivery. Their status will change to Pending Delivery.
    • Finalise Request - This will Finalise the highlighted Requisition depending on what Finalise option you have selected at the top.
    • Finalise All Requests - This will Finalise All the Requests in the list to the Finalise option you have selected. Note : The file created will have the default name of 'Loc_Location ID_DD_MM_YYYY.csv', for example : Loc_3_18-06-2014.csv. With the exception of the file created when the Export All to One CSV option is selected. In this case the default name is DD_MM_YYYY.csv', for example : 18-06-2014.csv.

  • Reports - Select from the drop down list one of the following:

    • Requisition - Select to generate the Requisition Report (SSRQ001) for the selected Requisition.
    • Consolidated Requisition - Select to generate the Consolidated Requisition report for all Requisitions in the grid.
    • Locations Missing Requisitions - Select to generate the Locations Missing Requisitions report. Those Locations that do not have requisitions will be listed.
    • Consolidated Requisitions Non Zero - Select to generate the Consolidated Requisition Non Zero report for all Requisitions in the grid that have a quantity greater than zero.
    • Requisition Non Zero - Select to generate the Requisition Non Zero Report (SSRQ001) for the selected Requisition. Only items that have a Non Zero Qty will be reported.
    • Production Manifest - Select to generate the Production Manifest report.
    • Delivery Docket - Select to generate the Delivery Docket report.

  • Close - Select to exit.

 


Related Topics

 

  1. Inventory/Stock
  2. POS - Requisition Operation