StoreTender Online  Version 8  ©2015,  Aloha Data Systems, Inc.

Purchase Orders (Main Menu / Tasks / Ordering)

 

 

Overview

 

The Purchase order screen allows managing purchase orders. Orders can be generated manually or automatically, or can be imported from file or a device.

 

Actions

 

Find - Selects and displays an existing purchase order (see Find Dialog)

 

New - Creates a new purchase order.

 

Edit - Edits the current purchase order.

 

Delete - Permanently deletes the current purchase order.

 

Save - Saves changes to the current purchase order.

 

Cancel - Cancels the current operation.

 

Close - Closes the Families form.

 

Import - Imports inventory items to reorder from either a file or PDT device (see Import Options).

 

Load RF Order - Imports inventory items to reorder from an RF Terminal device.

Note: This button will appear next to the Import button when there are RF orders available to load.

If multiple orders from different vendors are available you will be prompted to select a vendor.

 

Print - Prints the current purchase order (see Report Viewer).

 

Help - Displays this help manual.

 

Yellow Folder - Displays the Find Dialog to select a Vendor.

 

Red X - Clears the Vendor entry.

 

Automatically Generate - Generates a reorder automatically based on one of two reorder formulas.

 

Video - Displays a video on using this form (not available on all forms).

 

Tool Tips - Hover the mouse cursor over any field descriptor to display a brief description.

 

Fields

 

PLU Number - Enter a valid PLU number to order or press the button to the right to display a Find Dialog.

 

... (Find) - Selects and adds an inventory item to be ordered (see Find Dialog)

 

Description - Displays the product description. (read-only)

 

Qty - Enter the case quantity to order in the unit of measure you purchase in.

 

Case Cost - Accept or edit the case cost.

 

Extended - The extended cost calculated as QTY * CASE COST (read-only)

 

 

Reorder Formula Selection Dialog

 

 

Calculating a reorder based on minimum and maximum stock values.

 

Formula:

 

When On Hand / Pack Size < = Minimum Stock + On Order, Reorder = Maximum Stock - On Order - On Hand / Pack Size

 

 

 

Calculating a reorder based on projected needs.

 

Formula:

 

Reorder = ((Sales / Weight / Days x (Days Open / 7) x (Lead Time + Days To Stock) - On Hand) / Pack Size) - On Order

 

Vendor Selection Dialog

 

 

Overview

 

The vendor selection dialog is used to select between the current vendor or the vendor with the best price. Best Price is determined by comparing prices between as many vendor price books as you want.

 

Actions

 

OK - Accepts the current settings.

 

Cancel - Cancels the reorder process.

 

Remove - Removes the currently selected price book. (Enabled when Calculate Using Best Price Approach is selected.)

 

Import - Imports a vendor price book. (Enabled when Calculate Using Best Price Approach is selected.)

See Import Price Book dialog.

 

 

Import Price Book Dialog

 

 

Overview

 

The vendor selection dialog is used to select between the current vendor or the vendor with the best price. Best Price is determined by comparing prices between as many vendor price books as you have imported.

 

Actions

 

OK - Imports the currently selected vendor price book using the current settings.

 

Cancel - Cancels the import and closes the dialog.