Suppliers- Purchase Ordering - Overview

Notes on HELP

Extensive ToolTips are provided for most commands in the program. If in doubt about a command simply place the mouse pointer over the command button for an explanation. This also applies to many data entry fields, helpful tips appearing if the mouse pointer lingers over them. (ToolTips can be enabled/disabled from User Options on the Main Switchboard. You may have to exit and start the program again to enable the new setting).

Overview

Any Contact can be set up as a Supplier and supply any Stock item. Any Stock item can be supplied by any one or more suppliers. One of the suppliers for each item is designated as the Primary supplier, i.e. the supplier that is to be used unless otherwise specified by the user when an order is being placed for that item. Supply of any item from any supplier can be suspended at any time, thereby retaining the supply history but preventing further orders being sent to that supplier for that item.

The Suppliers module is made up of Purchase Ordering, Replenishment, Deliveries and Returns.

Suppliers in Bookmine are contacts that are configured to supply one or more items from the inventory records. Eachsupplier has default supply conditions associated with them that are inherited independently by each new each item they supply at the time the item is added to the list of those supplied by them. After creation the default item supply conditions can be changed on an item supplied basis by the user. For example, supplierA may give a discount of 40% on most items but 35% on specific items. This means there can be several supply conditions for a single item from different suppliers to be recorded, providing you with all the information needed to decide who to order from at any time.

All information about Stock items and Suppliers is stored in the Stock and Contacts tables, just like any other stock item or contact. However, Suppliers have additional properties associated with them that specify the currency they deal in, their returns policies and various others. This is recorded in the Supplier Conditions record when you first designate a Contact to be a Supplier.

Supplier default conditions and the item supply conditions can be set up on an as needed basis as items are being ordered. Supply conditions must be set up before they can be ordered from any supplier. In the process of ordering new items you can optionally create new stock items and setup new suppliers without having to break out of the process.

Main Purchase Order Interface - find POs by date, supplier, manage POs, etc

Purchase Order Details interface – add, remove, transfer, email, print a PO.

Replenishment – reordering by review of candidate records.

Special Orders – placing special orders for customers.

Supplier Default Conditions – defaults for a specific supplier

Item Default Supply Conditions – defaults for a specific supplier for a specific item

Create a new Supplier

How supplier discounts are applied

Processing Deliveries from suppliers

Supplier exchange rate