Contents
- Introduction
- Creating Supplier Order Templates
- Editing Supplier Order Templates
- Searching Supplier Order Templates
- Deleting Supplier Order Templates
Introduction
Supplier order templates allow you to specify products to be included by default when creating a new Supplier Order.
Products within supplier order templates can have a quantity assigned, which auto-populates within any order using the template. The quantity can be overridden within orders before the order is placed.
A supplier order template can either be specific to an individual site or it can be available to all sites.
You can have as many supplier order templates as are required.
Creating Supplier Order Templates
When creating a supplier order template, if the template should be available to all sites, ensure that you create the template whilst logged into the Head Office site; otherwise, log into the site that the template is for.
To create a supplier order template:
- Head to Inventory Management > Supplier Orders > Suppliers.
- Against the supplier that the template is for, select [TEMPLATES].
- Select [NEW SUPPLIER ORDER TEMPLATE].
Within the New Supplier Order Template window:
- Template Name: Enter a name for the template.
- All Sites: If logged into the Head Office site, select this if the template can be available at all sites.
Select [SAVE SUPPLIER TEMPLATE].
You'll be taken into the supplier order template.
To add products to the template, select [NEW SUPPLIER ORDER TEMPLATE ITEM].
In the new row at the bottom of the list:
- Supplier Product: Select the product from the list.
- Quantity: If required, enter an order quantity to show by default in new orders, based on the Size label shown. (The quantity can be changed within orders using the template.)
Repeat until all products are added.
Once all products have been entered, select [SAVE SUPPLIER ORDER TEMPLATE].
The order template is then available to select when creating supplier orders.
Editing Supplier Order Templates
Supplier order templates can be edited without impacting on historical orders that used the template. If editing a companywide supplier order template, log into the head office site; otherwise log into the site where the template is applicable.
To edit a supplier order template:
- Head to Inventory Management > Supplier Orders > Suppliers.
- Against the relevant supplier, select [TEMPLATES].
- Locate the required supplier order template and select [EDIT].
Within the supplier order template, against existing lines the following can be edited:
- Quantity: If required, enter an order quantity to show by default in new orders, based on the Size label shown. (The quantity can be changed within orders using the template.)
Additionally, the order of existing products can be changed by using the drag-and-drop buttons on the row to reposition the products in the list.
Finally, new products can be added to the existing template by selecting [NEW SUPPLIER ORDER TEMPLATE ITEM].
In the new row at the bottom of the list:
- Supplier Product: Select the product from the list.
- Quantity: If required, enter an order quantity to show, based on the Size label shown.
Searching Supplier Order Templates
Access Supplier Order Templates via: Inventory Management > Supplier Orders > Suppliers.
Then select [TEMPLATES] against the relevant supplier.
All companywide supplier order templates as well as supplier order templates specific to the site that you are logged in to are shown by default when accessing this section for the supplier.
There is no option to perform a search to narrow down the list in this section currently.
The supplier order templates list shows the following:
- Name: The name of the supplier order template.
- Created: The date that the supplier order template was created.
- Last Updated By: The user that last updated the supplier order template.
Deleting Supplier Order Templates
A supplier order template can be deleted if no longer required.
You can only delete a supplier order template if you have rights to do so. Click Here if you do not have rights to delete but believe you should.
To delete a supplier order template:
- Head to Inventory Management > Supplier Orders > Suppliers.
- Against the relevant supplier, select [TEMPLATES].
- Locate the required supplier order template and select [EDIT].
Within the supplier order template:
- Select [DELETE].
- Confirm the deletion.
The supplier order template is now marked as deleted.
This is a hard delete, so the supplier order template cannot be recovered.
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