Add Purchase Order to Vendor

On this screen you start a purchase order to a vendor. There are two ways to do it: with an order suggestion calculated by the system or by hand.
How to get here: Add button on the Purchase Order to Vendor screen.
Two options for placing the order
Choose the option with the two buttons at the top right:
Button
What it does
Order suggestion
The system calculates an order suggestion for the vendor, based on some details you fill in on this screen. The suggestion shows the theoretical order you should place. You can accept it or modify it in the actual order field on the Purchase Order to Vendor Forecast screen.
Manual Order
The system does not make any order suggestion. You fill in the order to the vendor yourself, by hand, on the Purchase Order to Vendor Forecast screen.
Details that are always filled in
Whichever option you are going to choose, these fields must always be filled in:
Vendor: the vendor you are going to place the order with. Choose it from the drop-down list.
Person in charge: it is filled in automatically. It shows the name of the employee who has identified themselves in the system in the Restricted options.
In Vendor you can only choose vendors that have some inventory item assigned. First you have to assign the vendors of each inventory item on the Add/Modify Inventory Items screen.
Details for the order suggestion
If you want the system to make you an order suggestion, fill in these fields in addition to the two above:
Margin (+/-): it is optional. Enter, as a positive figure or with a negative sign (
-), a larger or smaller margin of the quantity of supplies you want to order compared with the calculation the system is going to make with the information you give it.
Reception date: the date on which you should theoretically receive the goods.
Next reception: the following date, on which the vendor will bring you more supplies again.
Margin example. If a period is coming in which you think you are going to have more sales because of an event or a public holiday, enter a positive margin.
Obtaining the expected consumption
When you have filled in this information, in the Obtaining the expected consumption section the Day column shows all the days from the date on which you are going to place the order to the date of the next reception.
For each day in the list you have to add one or more days. The system relies on them to calculate the consumption forecast you are going to have that day.
The most logical thing is to add, for each day, the same day of the previous week, or several of the same weekdays from previous weeks, provided there is no event or public holiday that you think may change the consumption forecast.
How the suggestion is calculated
To calculate the order suggestion, the system takes into account:
The days you added for the consumption forecast.
The date on which the order is placed.
The theoretical reception date of the goods.
The following date of the next reception.
A possible positive or negative margin.
Buttons
Order suggestion: calculates the suggestion and continues to Purchase Order to Vendor Forecast.
Manual Order: continues to Purchase Order to Vendor Forecast without a suggestion.
Cancel: closes the screen without making any changes.