This program is used to generate purchase orders to your suppliers, for the
goods you require to fulfill sales orders. Power-Gx automatically compiles a
'shopping list' of all the items required to be purchased for sales orders. As
you key in a sales order, you choose where to obtain the item for the
customer i.e. from your own stock or from a supplier. The choice you make at
this stage feeds into this automated shopping program. Click
here
to view the
Shopping screen.
1. Choose Gx Stock from the toolbar.
2. Move the cursor to Shop for Products on the menu.
3. Select Start Shopping from the second menu displayed.
4. If
you have multi-warehouse shopping enabled then the Warehouse
drop list will be active, from here you may select All
warehouses or a specific warehouse. From the Shop For options, select All Orders (stock required for all sales
orders) or Single Order (to shop only for the items required by a single
sales order.
Single order shopping is also known as
back-to-back
ordering
).
5. Next, you get the option to include stocked products
. Choose No if you
only wish to buy the items required for sales orders. Choose Yes to
include items required to
replenish the warehouse
.
Please note that if multi-warehouse shopping is activated this prompt will only
appear if you have selected a specific warehouse and not All warehouses.
6. If you opted to include stocked products then another prompt will ask "Do you wish to clear down stocked items from the last shopping list before regenerating it?". You may wish to regenerate the list if stocked items that may have been on the shopping previously should no longer be after Reorder Levels have been amended.
7.
The Shopping program is arranged by supplier, giving a separate page per
supplier, showing all the items selected to be purchased from them. If a
supplier has more than one delivery type, eg. Delivery to Dealer and Direct
Delivery to the Customer, then the products for each delivery type will be split
on to different pages. You may
navigate between suppliers and their delivery types using the Previous or Next buttons at the foot of the
window or the supplier drop down list at the top of the window. This drop
down list displays each supplier used in the current shopping list together with
a total order value and a minimum order value. The
options available in Shopping are:
1. Use the Previous and Next buttons to scroll through each supplier's list in
the order they are arranged in the shopping. Alternatively you can use the
drop-down menu under Supplier at the top of the page to select a specific
supplier shopping list to view.
2. The status column at the end of each row will indicate whether alternative
suppliers are available and will tell you where you can purchase the item
cheaper should you wish to change the supplier.
2. Click the
icon or right-click the line and choose Change Supplier from
the context menu.
3. The suppliers this product can be purchased from will be displayed along
with their cost prices. If the supplier is not already shown in the list, click
the Add Supplier button and fill in the supplier, their stock code for this
product, their pack size and cost price. Select the required supplier from
the list.
4. Confirm you wish to change the supplier. Depending on how your system
has been configured the shopping will process the change in one of two
ways.
1.
Refresh
the page and display the product on the new supplier's list.
2.
Mark
the product in green and add a comment to the status column to
highlight that the supplier has changed. The user can then select
"Commit changes and refresh" from the context menu to display any
changes on the appropriate supplier's list.
1. Right-click
the mouse and select Supplier Stock Enquiry from the context menu. A window will appear listing the suppliers available, tick the required suppliers and press Ok. The
system will retrieve the stock levels for all
products on the current page and populate the columns provided.
2. Alternatively
if you wish to perform an enquiry for a single product, click the
icon or right-click the line and choose Change Supplier from
the context menu.
3. Select the supplier you wish to check stock levels for. This facility is only
available for Spicers, Vow, UFP, Truline, Antalis, CTS and other suppliers (please contact support for an up to date list).
4. Click the Stock Enquiry button. Power-Gx connects to the supplier and
they transmit their current stock level for the product. This will then show
in the In Stock column on the supplier options screen.
5. Click Ok to close this window without changing the supplier.
2. Overtype the quantity in the To Order column. If the line was generated from a Sales Order and the To Order quantity is now greater than the Required quantity then the figures will be highlighted to draw your attention to them.
3. Overtype the price in the Cost Price column. To permanently update a
product cost price, use the Suppliers tab in
Product Details.
1. Untick the check-box in the Order column to prevent items being included
in the current purchase order. It does not remove them from the shopping
list, allowing you to include them in the next order.
1. To view a summary of each supplier shopping list, right-click anywhere on
the order lines display and select View Shopping List Summary from the
context menu.
2. Choose Yes to include only stocked products or No to produce a summary
of the whole shopping list including suppliers. The summary window is
displayed. Use the Next and Previous buttons to move thru the suppliers.
3. You can print the summary if required. Click the Print button and choose
where you want to Sent Report To. Click Ok.
4. To select the supplier(s) to print, highlight them then click the Add button.
1. Right-click anywhere on the order lines display and select
Print Shopping
Picking List Summary
from the context menu.
2. Choose Yes to include only stocked products or No to produce a summary
of the whole shopping list including suppliers.
3. Choose where you want to Sent Report To. (more info)
4. Click Ok.
5. Select the supplier(s) to print a picking list for. Click the Add button to
add them to the list then click Ok to print the picking list summary. Click
here to view an example of the Picking List Summary.
1. You will need to have included stocked products when you compiled the
shopping list.
2. Select a line that has been added to the shopping as a result of reorder
levels. It will show "For Stock" in the Order No column.
3. Click the
icon or right-click anywhere on the order lines display and
select View Quantity to Order Calculation from the context menu. This
displays the figures used to calculate the required reorder quantity. Click
here to view the Reorder Calculation screen.
1. Click the
icon or right-click anywhere on the order lines display and
select Rebuild Initial Shopping List from the context menu.to rebuild the
original shopping list and cancel any changes you have made.
2. The Minimum Order Value is displayed at the bottom right of the screen
under the Order Value. Supplier minimum order values are set on the Options tab in
Supplier Details.
1. If the supplier has EDI ordering capabilities set up, you can decided
whether you want to send the order by EDI or print it. Make your selection
from the Send By options at the top of the page.
2. Click the Save button.
3. Choose Yes to generate purchase orders now.
4. Select the supplier(s) to place orders with and click the Add button.
5. When you have added the supplier(s) to place orders with click Ok.
The shopping will now perform a quick check of any order lines generated from sales orders to ensure that the required quantity has not been
amended by another user, if so a warning will alert you. Additionally if any sales order lines have been deleted by another user a warning will alert you.
6. If the supplier has electronic ordering capabilities, and you chose EDI from
the Send By option, your order will processed as described in the topic on
sending EDI orders
. Otherwise a message pops up telling you the
purchase order number being created and the supplier it is for. Click Ok.
Repeat for every supplier selected to generate a purchase order for.
7. Choose what format you want to produce the purchase orders in from the Sent Report To options. (more info)
8. Click Ok. Click here to view an example of a printed purchase order form.
icon or right-click the line and choose Change Supplier from
the context menu.
icon or right-click the line and choose Change Supplier from
the context menu.
icon or right-click anywhere on the order lines display and
select Add a Product from the context menu.
icon or right-click anywhere on the order lines display and
select View Quantity to Order Calculation from the context menu. This
displays the figures used to calculate the required reorder quantity. Click
here to view the Reorder Calculation screen.
icon or right-click anywhere on the order lines display and
select Rebuild Initial Shopping List from the context menu.to rebuild the
original shopping list and cancel any changes you have made.
