Suppliers: Purchase Order Settings

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Overview

• The Suppliers: Purchase Order Settings tab is where specific ordering information for a given supplier vendor is recorded.

• Both Standard and Drop-ship an order placed with a supplier for an item or items that are not normally stocked by the retailer; the supplier then ships the merchandise directly to the retailer's customer. The retailer never takes physical possession of the merchandise. Purchase Orders are supported by the program.

• To make changes to the settings, click the Edit  button in the upper right-hand corner.

• To access the Purchase Order Settings screen synonymous with the Microsoft Access Form object or graphical user interface (GUI), go to:

Main Menu>Accordion>Manage My Inventory>Manage My Suppliers>Purchase Order Settings

Main Menu>Accordion>Manage My Inventory>Manage My Inventory>Suppliers>View Suppliers>Purchase Order Settings

Description of the Screen

Standard Purchase Orders

Order Method

• There are several methods by which standard purchase order information can be sent to the supplier. They are:

Print for Mailing Radio Button

• the purchase order is sent to the printer

Print for Faxing Radio Button

• the purchase order is sent to the printer

Fax Automatically Radio Button

• the purchase order is automatically sent by a fax device available to the program

Email Automatically Radio Button

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation this button to send the purchase order information by the email method specified in the Store Setup Wizard

Report/Email Templates

• Use the Report/Email Template fields to designate the format used to create the purchase order

Mail Field

• select a report template from the drop-down list or manually type in the name of the desired report

Fax Field

• select a report template from the drop-down list or manually type in the name of the desired report

Auto Fax Field

• select a report template from the drop-down list or manually type in the name of the desired report

Email Field

• select an email template from the drop-down list or manually type in the name of the desired template

Drop-Ship Purchase Orders

Order Method

• There are several choices for sending drop-ship purchase order information to the supplier, which are:

No Drop-shipping

• prohibits the program from creating drop-ship purchase orders for this supplier

Print for Mailing

• the purchase order is sent to the printer

Print for Faxing

• the purchase order is sent to the printer

Text File Export

• the program stores the purchase order information in a text file specified in the Export File field

Fax Automatically

• the purchase order is automatically sent by a fax device available to the program

Email Automatically

• select this button to send the purchase order information by email

Attach Text File

• to automatically send the text file to the supplier via email, check this box along with the Email Automatically radio button

Report/Email Templates

• Use the Report/Email Template fields to override the default report format (which is selected in the Drop-shipping section of the Store Setup Wizard) for a given supplier, if necessary.

Mail Field

• select a report template from the drop-down list or manually type in the name of the desired report

Fax Field

• select a report template from the drop-down list or manually type in the name of the desired report

Auto Fax Field

• select a report template from the drop-down list or manually type in the name of the desired report

Text File

• indicates the name of the Fulfillment the process of picking, packing, printing and affixing shipping labels, and shipping orders to customers. Template to be used when creating the text file

• it is necessary to delete or rename the text file after the data is emailed to the supplier in order to prevent orders from being duplicated (the program will continue to append order data to the text file, if it exists)

• refer to Drop-shipping via Fulfillment Center Text Files for more information

Email Field

• select an email template from the drop-down list or manually type in the name of the desired template

Export File

• indicates the path and name of the export file to contain the purchase order information

• each supplier should have their own export file

Additional Options

• This section of the screen contains other miscellaneous information that may apply to your suppliers.

Terms

• contains a list of payment terms that have been defined in SEOM via the List Maintenance feature

• select the set of terms that applies to the given supplier

Minimum Order Amount

• the program warns the user if the purchase order total falls below this threshold

Free Freight Level

• enter the level at which the supplier provides free freight shipping

Email BCC Address

• enter an email address (for your company) to receive a copy of all purchase orders emailed to the supplier

Default Shipping Method

• enter the default shipping method for orders coming from this supplier

Currency Type

• set the default currency type required by a given supplier

Additional Information

Created: 1/27/12

Revised: 4/20/12

Published: 04/14/16