Ordering in Pack Sizes

[Onestopfoodsuk]

I have a problem with the product order page when ordering from the automatic replenishment.

When setting up a product, you enter the pack size, Ie: (12 in a case)
Then you set up the unit triger for stock replenishment.
But when ordering the Order produced is in units and gives a total of units to order.
This is a nighmare for me as my suppliers and im sure alot more requier a total cases you want to order.
EG:
Baked beans set to 12 units in a case and re-order when i reach 6 in stock.
When I order, this currently will place an order for 6 units instead of 1 case to round up to the nearist case size. Ie minimal stock qty 12 it would order to the nearist case size.

My suppliers work on Case size so if i send that order for beans to them I will get 6 cases of 12 in stead of 1 case of 12.

Have I made a mistake in the set up?, dose the order system order in cases or only in Units?
The system alreay knows the case size so i do not understand why it orders in units.
I need an order to show the folowing or similar,
code / Description / Case Qty / Order (Cases) / Case Price / Line price

500254 / Baked Beans/ 12 / 1 / 5.00€ / 5.00€

The above would tell my supplier i want 1 case of beans

Currently the order shows this:
code / Description / Order (units) / Case Price / Line price

500254 / Baked Beans / 6 / 5.00€ / 30.00€

This is a huge problem for me and dont know what to do

Cant anyone please help....???

Also is there a way to export the order page into Excel so it can be sent by email?

[Andy D]

Ordering in Pack Sizes

Hello Simon,

I’ve managed to set it up as the underneath example shows and print the correct purchase order.

Within the Product File Menu:

• Description = Beans.
• Pack Quantity = How many per pack\case, so I’ll say 10.
• Pack Cost = The cost of the single pack\case, so I’ll say £10.
• Sell Price = The cost you sell per tin\unit, so I’ll say £1.50
• Opening Stock = The total number of cans of beans you wish to stock so I’ll say 50.
• Min Stock = The amount of cans you wish to have left which will trigger the re-order amount so I’ll say 10.
• Re-Order Quantity = The amount of cases you wish to re-order now that there are only 10 cans left on the shelve. I’ll say 4 so that keeps my stock of cans of beans to about 50 cans.


Sales Screen -Now for the sake of the example I’ll purchase 41 cans of beans.


Stock Orders\Select Stock Replenishment Screen – The re-order details are now shown in here.

• Double click on line and choose ‘order’.
• Highlight the line again and choose ‘print’ to display the ‘order printing menu’.
• Choose report ‘Purchase Order Packs’ – This one displays the information you need.
• After the report has been printed press ‘save’.
• When the order arrives book in as normal.

• I found that if you press save directly after order, the reports won’t show any information to print. * I will pass this information onto our development team.*


Also is there a way to export the order page into Excel so it can be sent by email?

• Download CutePDF. When within the ‘Purchase Order Packs’ report - \File\Print\Choose CutePDF Printer.
• This will now create the report in PDF format saved to you desktop. You can now send that report via email.

Thanks

Andy

[Onestopfoodsuk]

Hello Simon,

I’ve managed to set it up as the underneath example shows and print the correct purchase order.

Within the Product File Menu:

• Description = Beans.
• Pack Quantity = How many per pack\case, so I’ll say 10.
• Pack Cost = The cost of the single pack\case, so I’ll say £10.
• Sell Price = The cost you sell per tin\unit, so I’ll say £1.50
• Opening Stock = The total number of cans of beans you wish to stock so I’ll say 50.
• Min Stock = The amount of cans you wish to have left which will trigger the re-order amount so I’ll say 10.
• Re-Order Quantity = The amount of cases you wish to re-order now that there are only 10 cans left on the shelve. I’ll say 4 so that keeps my stock of cans of beans to about 50 cans.


Sales Screen -Now for the sake of the example I’ll purchase 41 cans of beans.


Stock Orders\Select Stock Replenishment Screen – The re-order details are now shown in here.

• Double click on line and choose ‘order’.
• Highlight the line again and choose ‘print’ to display the ‘order printing menu’.
• Choose report ‘Purchase Order Packs’ – This one displays the information you need.
• After the report has been printed press ‘save’.
• When the order arrives book in as normal.

• I found that if you press save directly after order, the reports won’t show any information to print. * I will pass this information onto our development team.*


Also is there a way to export the order page into Excel so it can be sent by email?

• Download CutePDF. When within the ‘Purchase Order Packs’ report - \File\Print\Choose CutePDF Printer.
• This will now create the report in PDF format saved to you desktop. You can now send that report via email.

Thanks

Andy

Fantastic, Thanks allot Andy. I found it.
I was just saving the order then trying to print it and as you say it wont give that info.
Came out a treat and my supplier is very happy.....
Cheers andy for your time.

Simon