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Use PurchasePro to automatically create and edit issued purchase orders in BusinessVision, and to establish inventory reorder points!
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Purchase Order Creation
Automatically create purchase orders in BusinessVision by specifying a range of parts, product codes, or orders!
With a range of parts or product codes:
- Specify quantity criterion to be used when choosing a range of parts or product codes – either backorder quantity or reorder points.
- Specify vendor and/or use the lowest vendor price in the inventory profile.
- If ’Bill of Material’
analysis is required, PurchasePro will automatically
calculate all components needed.
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With a range of orders:
- Create purchase orders for a range of orders, or one particular order by specifying the order number in the first order range field, and then choosing to ignore the inventory levels.
- Specify to have purchase orders created based on backorder levels or to ignore the inventory levels when selecting by order.
- Have an individual order shipped directly to the address on the purchase order by choosing to ‘Drop Ship’.
- Add the comments from the order to the resulting purchase orders.
- Consolidate part numbers so
that multiple entries of the same inventory part are
joined to become one line item on your purchase order.
With a closed purchase order:
- Easily create a new purchase
order by re-ordering or reversing a closed purchase
order.
With ALL purchase orders:
- Assign a purchase order with either ‘Okay’ or ‘Hold’ status.
- Purchase orders are displayed in PurchasePro for editing and approval before
creation in BusinessVision.
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Reorder Point Calculation
Analyze sales to determine reorder points using PurchasePro’s ‘Reorder Point Calculation’ module.
- Determine reorder points by selecting either a range of parts or product codes.
- Choose to limit the specified range to a single warehouse, or select the ‘Include sales from all warehouses’ option to have inventory sales from all warehouses determine the calculation.
- Choose the ‘Select All Parts’ option to have reorder points analyzed for all inventory parts in all warehouses.
- Specify a date range of the sales to be included in the calculation, and whether or not to include the parts that have no sales with the specified range.
- Have the calculation multiplied to account for anticipated increased or decreased inventory demand.
- Exclude parts and product
codes from the re-order calculation using the
‘Exclusion List’ option.
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Edit Issued Purchase Orders
PurchasePro allows you to modify any issued purchase order – even those that have been partially received!
- Call up any issued purchase order from BusinessVision to modify its contents and/or add new items. Simply click on an item to be modified, and make all of the necessary changes.
- Fields are provided to adjust the warehouse, part number, supplier part number, quantity, cost, and description.
- Add a new item to the purchase order by filling in the fields at the bottom of the module and loading it into the specified purchase order.
- PurchasePro will ensure that the quantity of the revised item does not fall below the amount already received on that purchase order.
- Cancel an entire purchase order at the click of a button!
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PurchasePro vs. the Automatic Purchase Order Generation functionality of BusinessVision:
10 great reasons to use PurchasePro even with the automatic generation module of BusinessVision!
- Reorder Point Calculation - PurchasePro will analyze sales and usage
to suggest reorder points and it prints a very nifty
report to Excel for analysis. Once these are
approved, update inventory reorder points
automatically from PurchasePro.
- Usage in Bill of
Materials - For both reorder points and purchase order
requirements, PurchasePro will analyse all components
usage within kitted and manufactured inventory.
- Package Quantity - If the appropriate WorkBook field
is established, PurchasePro supports the use of
package quantity for ordering along with a % of
package threshold.
- Lead Time - If the appropriate
WorkBook field is established, PurchasePro can factor
in multiples for lead time based on product code or
part number.
- Vendor Groups - Define vendor groups
for easy processing of several vendors at once - handy
for regular ordering or multiple purchasers.
- Add to existing PO - When a PO is suggested by PurchasePro,
you have the option to create a new PO or to add to an
existing open PO for the same vendor.
- Warehouse Shipping - Option to select the warehouse address as
the shipping address for the PO.
- Non-Stock Items and Comments - When creating a PO based on an order
range, optionally include comments and non-stock items
from the orders.
- Supplier Threshold - If the
appropriate WorkBook field is established, show the
supplier threshold on the PO creation screen.
- Import from Excel - Import purchase orders from Excel
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Contact us for pricing, demonstrations, trial software and
more information.
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