A supplier order can be marked as Ordered and send to the supplier in various ways:
- Send The Order To The Supplier Via Email
- Send The Order To The Supplier Via EDI
- Update The Order To 'Ordered' Manually (Not Sent To Supplier)
(Note that as per the Supplier Setup, some send options may not be available.)
Send The Order To The Supplier Via Email
If the order is to be sent to the supplier via email, this can be done directly from within the order in Centegra Plus.
To do this:
- Head to Inventory Management > Supplier Orders > Orders.
- Locate the required supplier order and select [EDIT].
- At the bottom of the order, select [EMAIL ORDER].
An email form will open which contains the order details and items within the order.
Within the order form, enter the suppliers email address into the To field. It is also recommended that you enter your own (or your sites) email address into the Cc field for peace of mind that the order has been placed via email
Then select [EMAIL & ORDER].
This will progress the order state from Preparation to Ordered, and an email is then sent to the specified email addresses immediately from noreply@centegraplus.com.
Recommendation: To save time and to remove the risk of input error when placing orders:
- Set the suppliers default order email address within the Supplier Setup. The order email address will then show by default in the To field when placing orders.
- Set the sites email address within the Site Setup. The sites email address will then show by default in the Cc field when placing orders.
Send The Order To The Supplier Via EDI
EDI ordering is available for selected suppliers only.
If the order is to be sent to the supplier via EDI (i.e. directly into the suppliers ordering system), this can be done directly from within the order in Centegra Plus.
To do this:
- Head to Inventory Management > Supplier Orders > Orders.
- Locate the required supplier order and select [EDIT].
- At the bottom of the order, select [ORDER & SEND VIA EDI].
An order form will open which contains the order details and items within the order.
Within the order form, review the order then select [SEND VIA EDI].
This will progress the order state from Preparation to Ordered, and an EDI request is raised within Centegra Plus. The order will be sent to the supplier within 10 minutes.
It is recommended that you check the status of the order once the EDI request has completed to confirm that the order has been sent. You can do so within the EDI Request section at the bottom of the order page, as well as by using the EDI Order Status Dashboard Widget.
Note that:
- The option to send via EDI is only available if the order Expected Date is at least 12 hours ahead.
- EDI orders are not sent immediately. It can take up to 10 minutes for EDI requests to be actioned, therefore take this into account when considering supplier cut of times for orders.
Update The Order To 'Ordered' Manually (Not Sent To Supplier)
In instances where the order is initiated outside the Centegra Plus system, such as through telephone, in-person, or the supplier's ordering platform, it is unnecessary to transmit the supplier order through Centegra Plus.
In such circumstances, it is advised to mark the supplier order status as Ordered to inform others that the order has been successfully placed elsewhere.
To do this:
- Head to Inventory Management > Supplier Orders > Orders.
- Locate the required supplier order and select [EDIT].
- At the bottom of the order, select [MANUAL ORDER].
This will progress the order state from Preparation to Ordered.
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