In the overview of order proposals we show: for
which location we need to order
which supplier how many products with
with which totalled value.
This already gives us an indication of the order and urgency in which the order proposals should be checked.
If several suppliers can supply the same product, we always direct the order proposal to the standard supplier. In this way, we want to remove the question of where to order today from the processing of specific requirements.
Order proposals always take two types of requirement into account: reorder and maximum stock levels of products per location and the shortfall from orders per location.
Above the list you will see the Scopevisio-standard process bar, which gives you an overview of the status of an order from order receipt to invoicing.
You can open an order proposal by double-clicking on the corresponding table row. At the bottom you will see the items of the planned order, on a Reservations tab, which have resulted from your orders and requests/requirements. In other words, you can see here which orders/requirements the order proposal was calculated to cover.
Under Product suppliers you will find all entries for product suppliers, here you can select a supplier, your default supplier is preset. As you are currently purchasing from the supplier, you can also add other items to the order that they have in their programme. This allows you to save on labour, freight costs and other costs through consolidation.
Using the entries for the product suppliers, you can quickly and easily find, expand and update master data or add new entries.
You can change all information for this specific order proposal in the order proposal:
Items: Products, quantities, prices
Supplier
Once you have made all the desired changes, save the entries.
All order proposals that are changed and saved are not overwritten by the system by changes to order quantities or new orders.
You can print a saved order proposal using the action buttons or convert it into an order.
If you only want to send an order enquiry, it is advisable to send the edited order proposal to your supplier via excel/pdf export and ask for a quotation.
With "Transfer to order" you create the legally binding document of the purchase contract with your supplier.
This order can be sent to the supplier using the Send order command.
Order proposals are generated for all product types to be reserved (goods, materials, services and rights) and products with a quantity shortage, provided the products have a base unit.
Accordingly, all products for which you do not want an order proposal should not have a base unit or should not be managed as reservable in your product type.