Purchasing (PO) Module - Revision history

Russ horton: /* Managing and Visibility */

2018-09-11T16:41:14Z

Managing and Visibility

← Older revision		Revision as of 16:41, 11 September 2018
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	Current PO information is also available to your operators in Order Entry so they can see when a backordered item is expected to become available. This can even be used in eCommerce integrations (e.g. CommerceV3) to indicate the expected availability date for a back ordered item. CMS will look at the total units available, how many are on back order, and when PO's are expected to be received to produce this availability date. If, for example, you're expecting three shipments at different dates and there are units back ordered in excess of what the first two PO receipts would bring in, CMS will upload the expected date of the third PO.		Current PO information is also available to your operators in Order Entry so they can see when a backordered item is expected to become available. This can even be used in eCommerce integrations (e.g. CommerceV3) to indicate the expected availability date for a back ordered item. CMS will look at the total units available, how many are on back order, and when PO's are expected to be received to produce this availability date. If, for example, you're expecting three shipments at different dates and there are units back ordered in excess of what the first two PO receipts would bring in, CMS will upload the expected date of the third PO.

	[[image:POsOpenforBO.png]]		[[image:POsOpenforBO.png]]

Russ horton: /* Managing and Visibility */

2016-05-23T23:47:00Z

Managing and Visibility

← Older revision		Revision as of 23:47, 23 May 2016
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	Current PO information is also available to your operators in Order Entry so they can see when a backordered item is expected to become available. This can even be used in eCommerce integrations (e.g. CommerceV3) to indicate the expected availability date for a back ordered item. CMS will look at the total units available, how many are on back order, and when PO's are expected to be received to produce this availability date. If, for example, you're expecting three shipments at different dates and there are units back ordered in excess of what the first two PO receipts would bring in, CMS will upload the expected date of the third PO.		Current PO information is also available to your operators in Order Entry so they can see when a backordered item is expected to become available. This can even be used in eCommerce integrations (e.g. CommerceV3) to indicate the expected availability date for a back ordered item. CMS will look at the total units available, how many are on back order, and when PO's are expected to be received to produce this availability date. If, for example, you're expecting three shipments at different dates and there are units back ordered in excess of what the first two PO receipts would bring in, CMS will upload the expected date of the third PO.
			[[image:POsOpenforBO.png]]

Russ horton: /* Creating PO's */

2016-05-23T23:39:52Z

Creating PO's

← Older revision		Revision as of 23:39, 23 May 2016
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	**Min Order Qty		**Min Order Qty
	**PLUS CMS will also display a list of all of the open PO's that contain the selected item with the unreceived qty and expected dates.		**PLUS CMS will also display a list of all of the open PO's that contain the selected item with the unreceived qty and expected dates.
			[[image:POforBO.png]]

	==Drop Ships==		==Drop Ships==

Russ horton: /* Creating PO's */

2016-05-23T23:15:04Z

Creating PO's

← Older revision		Revision as of 23:15, 23 May 2016
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	**CMS will remember the terms, shipping method, and lead time you've used with that vendor previously and default to using those again		**CMS will remember the terms, shipping method, and lead time you've used with that vendor previously and default to using those again
	*When creating PO’s you can limit the items selectable to only those you’ve told CMS that you order from that vendor		*When creating PO’s you can limit the items selectable to only those you’ve told CMS that you order from that vendor
	*Multiple vendors - tell CMS which vendors you order each product from		*Pending PO's - The initial state of a newly created PO is "pending" meaning you can take all the time you need to work on the PO, save, come back and edit as many times as needed before submitting to the vendor
			*Multiple vendors - tell CMS which vendors you order each product from as well as their unique lead times, terms, default shipping method, and minimum order quantities
	*For each vendor you can store the vendor’s product code (if different than yours), your cost, quantity discounts, different unit quantities (case, pallet, etc.), and lead time (by vendor and/or product)		*For each vendor you can store the vendor’s product code (if different than yours), your cost, quantity discounts, different unit quantities (case, pallet, etc.), and lead time (by vendor and/or product)
	*Multi-warehouse support - separate PO's, receiving, stock levels, reorder points, etc. for each of your warehouses		*Multi-warehouse support - separate PO's, receiving, stock levels, reorder points, etc. for each of your warehouses

Russ horton: /* Creating PO's */

2016-05-23T22:54:45Z

Creating PO's

← Older revision		Revision as of 22:54, 23 May 2016
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	*When creating PO’s you can limit the items selectable to only those you’ve told CMS that you order from that vendor		*When creating PO’s you can limit the items selectable to only those you’ve told CMS that you order from that vendor
	*Multiple vendors - tell CMS which vendors you order each product from		*Multiple vendors - tell CMS which vendors you order each product from
	*For each vendor you can store the vendor’s product code (if different than yours), your cost, quantity discounts, different unit quantities (case, pallet, etc.), and lead time (by vendor and/or product),		*For each vendor you can store the vendor’s product code (if different than yours), your cost, quantity discounts, different unit quantities (case, pallet, etc.), and lead time (by vendor and/or product)
			*Multi-warehouse support - separate PO's, receiving, stock levels, reorder points, etc. for each of your warehouses
	When entering PO's CMS display on the fly sales/purchasing data for the selected line item, including open PO’s, helping with last second decisions on how much to order. Data includes *Quantity in stock		When entering PO's CMS display on the fly sales/purchasing data for the selected line item, including open PO’s, helping with last second decisions on how much to order. Data includes *Quantity in stock
	**How many on order		**How many on order

Russ horton: /* Managing and Visibility */

2016-05-20T16:48:18Z

Managing and Visibility

← Older revision		Revision as of 16:48, 20 May 2016
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	==Managing and Visibility==		==Managing and Visibility==
	Using the Purchasing Module can improve your management ~~of inventory~~ such as keeping track of how many units you have on order and when they are expected to arrive, information that can be critical ~~have~~ both ~~when~~ placing new purchase orders and planning ~~purchases~~.		Using the Purchasing Module can improve your inventory management such as keeping track of how many units you have on order and when they are expected to arrive, information that can be critical both for placing new purchase orders and stock planning.

	*Track PO’s status (pending, submitted, received, closed)		*Track PO’s status (pending, submitted, received, closed)

Russ horton: /* Managing and Visibility */

2016-05-17T00:43:41Z

Managing and Visibility

← Older revision		Revision as of 00:43, 17 May 2016
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	==Managing and Visibility==		==Managing and Visibility==
	Using the Purchasing Module can improve your management of inventory such as keeping track of how many units you have on order and when they are expected to arrive, information that can be critical have both when placing new purchase orders and planning purchases.		Using the Purchasing Module can improve your management of inventory such as keeping track of how many units you have on order and when they are expected to arrive, information that can be critical have both when placing new purchase orders and planning purchases.

	This information is also used in Order Entry so your operators can see when a backordered item is expected to become available and on your website where you can show an anticipated availability date or even control if shoppers should see the item. Receiving PO’s is a snap and allows you to track accurate product costs, complete with any landed costs

	*Track PO’s status (pending, submitted, received, closed)		*Track PO’s status (pending, submitted, received, closed)
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	**Delivery Status		**Delivery Status
	*Order Entry display of open PO’s and quantity available		*Order Entry display of open PO’s and quantity available
			*Availability dates available to eCommerce integrations

			Current PO information is also available to your operators in Order Entry so they can see when a backordered item is expected to become available. This can even be used in eCommerce integrations (e.g. CommerceV3) to indicate the expected availability date for a back ordered item. CMS will look at the total units available, how many are on back order, and when PO's are expected to be received to produce this availability date. If, for example, you're expecting three shipments at different dates and there are units back ordered in excess of what the first two PO receipts would bring in, CMS will upload the expected date of the third PO.

Russ horton at 23:00, 16 May 2016

2016-05-16T23:00:30Z

← Older revision		Revision as of 23:00, 16 May 2016
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	For drop shippers, CMS will automatically create a PO for your vendor when an order is placed for a drop shipped item. When you receive notification from the vendor that the item has shipped, you can close the PO which will update the shipped date on the order, add a tracking number, and can trigger an emailed shipment confirmation to your customer that includes the tracking number.		For drop shippers, CMS will automatically create a PO for your vendor when an order is placed for a drop shipped item. When you receive notification from the vendor that the item has shipped, you can close the PO which will update the shipped date on the order, add a tracking number, and can trigger an emailed shipment confirmation to your customer that includes the tracking number.

	=Purchasing Challenges=		==Purchasing Challenges==
	If you place purchase orders with your vendors, you know how cumbersome the process can be:		If you place purchase orders with your vendors, you know how cumbersome the process can be:

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	(This module is included with CMS Professional and is an option available to purchase for use with CMS Standard.)		(This module is included with CMS Professional and is an option available to purchase for use with CMS Standard.)

	=Creating PO's=		=CMS Purchasing Module=
			==Creating PO's==
	Create professional looking purchase order forms either that will print to your pre-printed stock or to plain paper. You can use stock templates we provide or have a form customized to meet your specific design requirements including the addition of your company graphics.		Create professional looking purchase order forms either that will print to your pre-printed stock or to plain paper. You can use stock templates we provide or have a form customized to meet your specific design requirements including the addition of your company graphics.

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	**PLUS CMS will also display a list of all of the open PO's that contain the selected item with the unreceived qty and expected dates.		**PLUS CMS will also display a list of all of the open PO's that contain the selected item with the unreceived qty and expected dates.

	=Drop Ships=		==Drop Ships==
	Increasingly we’re seeing companies incorporate a higher percentage of drop shipped products in their mix as a means of expanding their product offerings without expanding warehouse capacity. The trade-off is having to create an abundance of PO’s to your vendors to notify them of which products to ship to which customers/addresses. CMS’s Purchasing Module to the rescue!		Increasingly we’re seeing companies incorporate a higher percentage of drop shipped products in their mix as a means of expanding their product offerings without expanding warehouse capacity. The trade-off is having to create an abundance of PO’s to your vendors to notify them of which products to ship to which customers/addresses. CMS’s Purchasing Module to the rescue!
	*CMS can automatically create a PO for each drop shipped item on each order. If multiple items are purchased from the same vendor on the same order, they will be added to the same PO. The PO will reference your order number as well as the shipping method and address from that order.		*CMS can automatically create a PO for each drop shipped item on each order. If multiple items are purchased from the same vendor on the same order, they will be added to the same PO. The PO will reference your order number as well as the shipping method and address from that order.
	*When the vendor notifies you of shipment, you can “confirm” the PO in CMS setting the shipped date and tracking number(s). This closes the PO (when fully sent) and update the CMS invoice to post those tracking numbers and shipped dates which in turn allows CMS to send shipping confirmation emails with those tracking numbers.		*When the vendor notifies you of shipment, you can “confirm” the PO in CMS setting the shipped date and tracking number(s). This closes the PO (when fully sent) and update the CMS invoice to post those tracking numbers and shipped dates which in turn allows CMS to send shipping confirmation emails with those tracking numbers.

	=Receiving=		==Receiving==
	Receiving purchase orders, normally a tedious process, can now be done in a snap! Gone are the days of manually receiving stock for each individual item. You just tell CMS how many of each item you've received today, using an efficient Order Entry type interface, and in one click all of the items are received and corresponding lots are created.		Receiving purchase orders, normally a tedious process, can now be done in a snap! Gone are the days of manually receiving stock for each individual item. You just tell CMS how many of each item you've received today, using an efficient Order Entry type interface, and in one click all of the items are received and corresponding lots are created.
	*Options to default cost and quantity received to speed up receiving		*Options to default cost and quantity received to speed up receiving
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	**find any kits that were built (see [[Kit Builder]]) using this item as a component and update the assembled kit's COG		**find any kits that were built (see [[Kit Builder]]) using this item as a component and update the assembled kit's COG

	=Managing and Visibility=		==Managing and Visibility==
	Using the Purchasing Module can improve your management of inventory such as keeping track of how many units you have on order and when they are expected to arrive, information that can be critical have both when placing new purchase orders and planning purchases.		Using the Purchasing Module can improve your management of inventory such as keeping track of how many units you have on order and when they are expected to arrive, information that can be critical have both when placing new purchase orders and planning purchases.

Russ horton: /* Intro */

2016-05-16T22:59:17Z

Intro

← Older revision		Revision as of 22:59, 16 May 2016
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	For drop shippers, CMS will automatically create a PO for your vendor when an order is placed for a drop shipped item. When you receive notification from the vendor that the item has shipped, you can close the PO which will update the shipped date on the order, add a tracking number, and can trigger an emailed shipment confirmation to your customer that includes the tracking number.		For drop shippers, CMS will automatically create a PO for your vendor when an order is placed for a drop shipped item. When you receive notification from the vendor that the item has shipped, you can close the PO which will update the shipped date on the order, add a tracking number, and can trigger an emailed shipment confirmation to your customer that includes the tracking number.

	=~~Intro~~=		=Purchasing Challenges=
	If you place purchase orders with your vendors, you know how ~~challenging~~ the process can be:		If you place purchase orders with your vendors, you know how cumbersome the process can be:

	*Creating PO's in Word, Excel, or your accounting system		*Creating PO's in Word, Excel, or your accounting system

Russ horton at 22:58, 16 May 2016

2016-05-16T22:58:49Z

← Older revision		Revision as of 22:58, 16 May 2016
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			=Overview=
	Do you resell products purchased from other vendors or drop shippers? The Purchasing Module was designed to streamline the process of placing orders with your vendors to have them ship stock to you or right to your customers.		Do you resell products purchased from other vendors or drop shippers? The Purchasing Module was designed to streamline the process of placing orders with your vendors to have them ship stock to you or right to your customers.