Order management with purchasing module
  • 03 Oct 2023
  • 1 Minute to read
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Order management with purchasing module

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Article Summary

After the module is activated, the item lines in order processing will have an updated interface.

What do the statuses and tags mean?

Purchase order

When an item is oversold, the order will show which purchase orders the item is in, as well as the status of each purchase order.

In the example below, we see that the item line has been tagged Purchase order, which tells us that it has been added to a purchase order. Furthermore, we see that the item is in purchase order "PO-NNA-00028" with status "Draft". This means that the line item is in a purchase order that has not yet been sent to the supplier.

Ordered

If an item that has already been ordered from a supplier is oversold, the item line will automatically be set to ordered. When a purchase order is received, this order and the item line will be updated and the tag will be changed to "Received".

In the example below, we see that the item line has been tagged as Ordered, which tells us that the item was already in a purchase order that has been sent to the supplier but not received in the warehouse. We can also see this in the status of the purchase order, which is "Sent".

Received

When an item ordered on a purchase order is received in stock, the tag will change to "Received". It is then ready to be sent to the customer. As the purchase order is then closed, it will not appear on the product line.

 

Multiple purchases on the same product line

One product line can contain several purchases depending on the quantity. For example, if a customer orders 3 of the same item, 1 of which is already on order with the supplier, the layout will look like this:

Here we also see that the expected delivery date appears, as long as the date is set on the purchase order.

 


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