Overview


The system includes the option of showing Customer's Info to the Vendor and setting as default the last cost for the product purchased from the vendor. This affects all the screens where the buyer is able to purchase items.

 



Show Customer Info to Vendor

This option allows you to show the customers' shipping address to your vendor when the order is Ship Via Grower. This makes the process of creating new Purchase Orders easier as you can provide more information about the customer to the vendor.

Please follow the steps below:

Go to Setup > Settings > Purchase Orders > Purchase Order Options.

 The system will display a pop-up window called "Purchase Order Options" and select the "

  Click on the Save button.

The system shows a "How it works" link to get more information about the option "Ship Via Grower" in the Add Preebook screen.

Default the Last Cost by Vendor

The Default Last Cost by Vendor only applies to purchase orders that do not have a cost assigned from the Prebook or the Standing Order and will affect all the screens where the buyer is able to purchase items.

The system will suggest the cost based on the last time the buyer purchased the same item from that vendor if available. 

Please follow the steps below:

Go to Setup > Settings > Purchase Orders > Purchase Order Options.

 A window will pop-up called "Purchase Order Options" and select the "Default Last Cost by Vendor 

Click on the Save button.

This affects the product cost in all of the screens where the buyer is able to purchase items.

Mandatory Carrier on the PO's

If the option Inbound Truck Freight Options is enabled, the system will give the option to make the carrier mandatory when creating a Purchase Order.

Please follow the steps below:

Go to Setup > Click on Settings > Find Purchase Orders >  Select Purchase Order Options link.

 A window will pop-up called "Purchase Order Options". Then, check the Mandatory Carrier on the PO'soption.

 Once this setting is enabled, the system will ask for a carrier when procurement users try to create a Purchase Order.


Enable Vendor Product Aliases

Activating this option, the system will display a new screen called Vendor Product Aliases in the Product Aliases screen where users will be able to add product aliases on a per vendor basis. Once enabled, the system will also allow users to add product aliases from the purchasing screens. The product aliases set up will appear on the PDF of the Purchase Orders and on the Vendor Shipping Labels. For further information read Vendor Product Aliases.

Show Highlighted Lines of the Prebook Based on the Creation Date

By enabling this option, the system will highlight the purchase need with a color based on the date and time of Prebook creation in the Bulk Purchasing Mode.

Please follow the steps below:

Go to Setup > Settings > Purchase Orders > Purchase Order Options

 A window will pop-up called "Purchase Order Options" and select the "Show highlighted lines of the prebook based on the creation date 

 Click on the Save button.

Use Standalone POs When Creating POs Linked to Prebooks

This setting will not be visible for all companies. If the company wants to have the setting visible, please contact Komet Sales.


The Use standalone POs when creating POs linked to Prebooks allows newly purchase orders created through prebook to be added to a PO Standalone already created.

Please follow the steps below:


Go to Setup > Click on Settings > Find Purchase Orders >  Select Purchase Order Options link.

 A window will pop-up called "Purchase Order Options". Then, check the option.

 Click on the Save button.

PO Workflow

This setting enables you to customize the workflow for the POs. It gives you three different options. The first option will appear by default:

POs Separation

Currently the system consolidates in the same PO (not emailed yet and with status pending or approved) the Prebook items belonging to the same vendor, vendor ship date, and location (for multilocation companies).

Maybe you don't want all the items to be consolidated just according to this criteria. If it is the case, the system allows users to select additional separation criteria with the option POs Separation. There are three available options:

[ ] By Prebook: Only items belonging to the same Prebook will be added to the same PO.
[ ] By Customer Type: Only items for the same customer type will be added to the same PO.
[ ] By Vendor Availability Inventory: Only items from Vendor Availability inventory will be added to the same PO. This option doesn't apply for Standing Orders.


You can select as many options as you want. If you select, for example, Customer Type and you have a Prebook for a customer type Mass Market and another Prebook for a customer type Wholesaler, the system will separate them in different POs, even if they have the same vendor and ship date.

(lightbulb) Roles enabled to perform this action: Admin, Setup.