Purchase Order to Vendor Forecast
On this screen you complete a purchase order to a vendor: you see the products, their stock and, if you asked for it, the system's suggestion, and you enter the quantity you want to order of each one.
How to get here: Order suggestion button or Manual Order button on the Add Purchase Order to Vendor screen; Modify button or Duplicate button on the Purchase Order to Vendor screen. The screen is the same whichever way you open it.
Data
- Person in charge: the name of the employee who has signed in to the system in the restricted options.
- Vendor: the name of the vendor you chose on the Add Purchase Order to Vendor screen.
- Order number: it is filled in automatically and increases as you add more purchase orders to vendors on the same day.
- % Margin: the margin of difference used to calculate the order suggestion, which you entered on the Add Purchase Order to Vendor screen.
- Reception date: the reception date you entered on the Add Purchase Order to Vendor screen.
- Next reception: the date of the next reception you entered on the Add Purchase Order to Vendor screen.
The system only lets you change Reception date and Next reception if you opened this screen with the Duplicate button on the Purchase Order to Vendor screen.
Columns of the table below
| Column | What it shows |
|---|---|
| Product | The products supplied by the vendor chosen on the Add Purchase Order to Vendor screen. If you opened the screen with the Modify or Duplicate button on the Purchase Order to Vendor screen, only the products of the order you are modifying or duplicating appear. |
| Stock | The stock of each product. The system calculates it in stock units and converts it into order units. |
| Units | The order units in which the inventory item is detailed and in which you order the supplies from the vendor. |
| Entries | The supply entries you are going to receive from the date you place the order to the date of the next reception entered on the Add Purchase Order to Vendor screen. |
| Consumption | If you created the order with the Order suggestion option, the expected consumption of each product from the date you place the order to the date of the next reception entered on the Add Purchase Order to Vendor screen. |
| Theoretical order | With the Order suggestion option, the quantity of supplies of this product, in order units, that you have to order from the vendor. With the Manual Order option, all the values are 0. |
| Actual order | With the Order suggestion option, it has the same values as the theoretical order column, although you can change the quantity the system suggests for a different one if you wish. With the Manual Order option, all the values are 0 and you have to enter by hand the quantity, in order units, that you want to order of each inventory item. |
Finishing the order
- In the actual order column, modify or enter the quantity you want to order of each inventory item you wish.
- Click Ok.
The order is modified or a new purchase order to the vendor is generated, and it appears on the Purchase Order to Vendor screen.
Buttons
- Ok: modifies or generates the purchase order to the vendor.
- Cancel: closes the screen without making any changes.