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purchasing_from_multiple_store [2019/02/13 19:31] – created Alain Dumont | purchasing:purchasing_from_multiple_store [2023/01/16 22:23] (current) – [Creating a new purchase order] Mark Glover | ||
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- | ======Multi-store | + | {{indexmenu_n> |
- | The multi-store purchase order will enable you to create, in supervisor mode, a purchase order that includes lines for many stores at once. | + | {{tag> |
+ | ======6.05. Multi-store | ||
+ | The multi-store purchase order will enable you to create a purchase order that includes lines for many stores at once. | ||
=====Limitations===== | =====Limitations===== | ||
- | * You can only create a multi-store purchase order in supervisor mode. | + | * You can only create a multi-store purchase order when logged |
- | * You can only create a multi-store purchase order as a blank purchase order. You cannot create a calculated multi-store purchase order yet. | + | * You can only create a multi-store purchase order as a blank purchase order. You cannot create a calculated multi-store purchase order (yet;-)). |
- | * You cannot use multi-store purchase orders | + | * You cannot use multi-store purchase orders |
- | * For a specific item, you cannot order different pack sizes for different stores. For that specific | + | * For a specific item, you cannot order different pack sizes for different stores. |
=====Set up===== | =====Set up===== | ||
- | To make a store available for multi-store purchasing, you will need to go into the store preferences and add a custom field labelled canBeIncludedInMultiStorePOs with its value set to **true**. To do this, log into the store, go to Special, Show stores, double | + | To make a store available for multi-store purchasing, you will need to go into the store preferences and add a custom field labelled |
+ | - Log into any store | ||
+ | - **Special | ||
+ | - Double | ||
+ | - Go to the **Custom fields** tab | ||
+ | - Add a new line that looks like this (be VERY careful to get the spelling of '' | ||
- | {{ : | + | {{ : |
====How it works==== | ====How it works==== | ||
- | ===Permission=== | + | ===Permissions=== |
- | To be able to create a multi-store purchase order, a user must have permission | + | To be able to create a multi-store purchase order the user must have permissions |
+ | * Log in to the [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor - All stores]] ' | ||
+ | * Create a purchase order in the **Supervisor - All stores** 'store' - refer [[admin:managing_users#permissions_tabs|The permission tabs]] | ||
- | ===Display=== | ||
- | Multi-store purchase orders can be identified by an asterisk after the supplier name in the purchase order display list. | ||
- | {{ : | ||
- | A multi-store | + | ===Creating a new purchase order=== |
- | + | ||
- | {{ : | + | |
- | + | ||
- | Furthermore, | + | |
+ | To create a new multi-store purchase order | ||
+ | - login to the [[other_stuff: | ||
+ | - Choose **Supplier > New blank Purchase Order**. | ||
+ | - Enter in PO general details as usual. | ||
- | ===Creating a new purchase order=== | ||
- | To create a new multi-store purchase order, login to supervisor mode, choose Supplier > New blank Purchase Order as for a normal blank purchase order. Like a normal purchase order only one supplier can be chosen, but in the case of multi-store purchase orders this supplier cannot be a store. | ||
When entering a new line, you will be presented with this window. | When entering a new line, you will be presented with this window. | ||
Line 36: | Line 41: | ||
- | You can choose | + | * Select |
- | After choosing an item, a line will appear in the table for each of the stores that you have setup to be included in multi-store purchase orders | + | |
{{ : | {{ : | ||
- | For each store, you can specify the number of packs to order. The total quantity will be automatically calculated. | + | * If you put a price per pack and a discount, the discounted price per pack will be calculated and applied to each line. |
+ | * For each store, you can specify the number of packs to order. | ||
+ | * The total quantity will be automatically calculated. | ||
+ | * You can change the requested delivery date and add an expected delivery date either manually or through the calendar icon on the column to the right. | ||
+ | * When you click OK, only the lines for which the number of packs is not 0 will be included in the purchase order. | ||
- | The other tabs are the same as normal purchase orders with two exceptions. | + | * The other tabs are the same as normal purchase orders with two exceptions: |
- | Firstly, when adding a line for a normal purchase order, the usage is calculated for the current | + | * [[purchasing: |
- | + | * [[purchasing: | |
- | {{ : | + | |
- | + | ||
- | Secondly, there is also a dropdown list in the ledger tabs, where you can select the store for which you want the ledger to be displayed. | + | |
===Editing a new purchase order=== | ===Editing a new purchase order=== | ||
- | To edit a multi-store purchase order line, you must login to supervisor mode. When you have done so, open the purchase order and double-click on the line you want to edit. All the lines pertaining to the same item will be loaded. | + | To edit a multi-store purchase order line |
+ | - login to the [[other_stuff: | ||
+ | - Open the purchase order | ||
+ | - Double-click on the line you want to edit. All the lines pertaining to that item will be loaded. | ||
Here’s an example of a multi-store purchase order opened in supervisor mode: | Here’s an example of a multi-store purchase order opened in supervisor mode: | ||
- | {{ : | + | {{ : |
- | If you click on the first line of the “Acryliser, | + | If you double-click on the first line of the “Acryliser, |
{{ : | {{ : | ||
- | You can change the pack size, the price, the discount and the requested and expected delivery dates. If you put 0 as the number of packs for a line that had previously contained a quantity, this line will be deleted when the user clicks the OK or OK & Next button. | + | * You can change the pack size, the price, the discount and the requested and expected delivery dates. |
+ | * If you put '' | ||
As with normal purchase orders, when a purchase order has been confirmed it is no longer possible to go back and edit the order lines. | As with normal purchase orders, when a purchase order has been confirmed it is no longer possible to go back and edit the order lines. | ||
- | ===Goods | + | ===Viewing multi-store POs when logged in to the receiving stores=== |
- | Good receipt | + | When logged in to the receiving stores, multi-store purchase orders can be identified by an asterisk ('' |
+ | |||
+ | {{ : | ||
+ | |||
+ | * A multi-store purchase order appears in the purchase order list of each store for which goods have been ordered. | ||
+ | * When viewed in a particular store, only the lines that belong to that store will be displayed - see example: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Furthermore, | ||
+ | |||
+ | ===Goods | ||
+ | Good receipting | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||