Difference between revisions of "Module Options:Purchase Order"

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== Purchase Order Module Options {{top}} ==
 
  
{{{1|}}} <!-- We use this to pass in an introduction when the module options are in the module article -->
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={{{1|}}} MODULE OPTIONS=
  
{{Clear}} '''GENERAL TAB''' [[File:PO Module options general subtab.png|400px|right]]
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{{Intro|Purchase Order}}
  
* '''Auto Assign PO Numbers'''
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{{MOH2|General}} [[File:PO Module options general subtab.png|{{width}}|right]]
:Fishbowl will automatically assign the next available PO number. You may specify the starting assignment by entering a number into the '''Next Number''' box. Fishbowl will count up from the number shown here; letters used in a PO number will not change.
 
  
* '''Update Vendor Pricing after new Purchase Orders are created'''
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{{Next Number}}
:With this option checked, when a Purchase order has been created the vendor's last cost will be updated on the Vendor Module '''Parts''' tab and on the Part Module '''Vendors''' tab. Any future PO's created with this vendor and part will also default to the last cost for the item.
 
  
* '''Only Show Vendor Parts in Quick Add'''
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* '''Update vendor cost after Purchase Order is issued'''
:When adding items to a Purchase Order, the only parts available in the part drop-down will be those listed on the Vendor's '''Parts''' tab.
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:With this option checked, the vendor's last cost will be updated whenever a Purchase order is issued. Any future Purchase Orders created with this vendor and part will default to the last cost for the item.
  
{{Clear}} '''EMAIL TAB''' [[File:PO module options email subtab.png|400px|right]]
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* '''Only show vendor parts in part quick add'''
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:With this option enabled, only the parts on the Vendor's '''Parts''' tab will be available in the part drop-down when adding items to a Purchase Order.
  
* '''Send Email when Purchase Order is Issued'''
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* '''Automatically issue drop ship orders'''
:Once a Purchase Order has been issued you have the option to prompt yourself to send an email to the vendor. Fishbowl will default to attach a csv file of the purchase order as well. If you do not wish to send a csv file, simply uncheck the option and click '''ok''' to save any changes.
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:With this option enabled, purchase orders will be automatically issued for drop ship items.
  
{{Clear}} '''CUSTOM TAB''' [[File:PO module options custom subtab.png|400px|right]]
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* '''Require approval for orders exceeding:'''
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:If a user does not have the [[Access_Rights#Purchase_Order|Purchase Order-Approve Orders access right]], the {{Button|Issue}} will change to a {{Button|Issue|Request}}, allowing the user to request that the purchase order be issued. The order will then have a '''Pending Approval''' status until a user with the [[Access_Rights#Purchase_Order|Purchase Order-Approve Orders access right]] issues the order. Fishbowl can also send [[User#Notifications|SMS text messages]].
  
:The custom tab allows for a set message to be displayed on every purchase order; this is a standard notice and allows up to 4 lines of text. The notice will appear next to the order's total at the bottom of your Purchase Order report.
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* '''Dimensional weight factor'''
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:The weight factor is used to calculate [[Purchase_Order#Details_tab|dimensional weight]] by dividing the cubic size in ''inches'' by the factor. For example, an item with a size of 1 cubit foot (1,728 cubic inches) and the default factor of [https://www.ups.com/content/us/en/resources/ship/packaging/dim_weight.html?WT.mc_id=VAN701060#Determine+Dimensional+Weight 166] would have a dimensional weight of 10.4 lbs (1728 ÷ 166=10.4).
  
{{Clear}}
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{{MOH2|Email}} [[File:PO module options email subtab.png|{{width}}|right]]
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* '''Send email when Purchase Order is issued'''
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:There are three options for email behavior when issuing a Purchase Order. '''Always''' send an email, '''Prompt''' if an email should be sent, or '''Never''' send an email.
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* '''Attach applicable sales order csv file'''
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:With this option checked, the '''Purchase Order as Sales Order''' [[Imports_and_Exports#List_of_imports_and_exports|export]] will be attached to the email. This can allow the vendor to import the order into their Fishbowl install or other software.
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{{MOH2|Custom}} [[File:PO module options custom subtab.png|{{width}}|right]]
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* The custom tab allows a custom message (up to 4 lines) to be displayed on Purchase Order reports.

Latest revision as of 22:10, 29 June 2021

MODULE OPTIONS

Some aspects of the Icon.Purchase Order.png Purchase Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
PO Module options general subtab.png
  • Next Number
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
  • Update vendor cost after Purchase Order is issued
With this option checked, the vendor's last cost will be updated whenever a Purchase order is issued. Any future Purchase Orders created with this vendor and part will default to the last cost for the item.
  • Only show vendor parts in part quick add
With this option enabled, only the parts on the Vendor's Parts tab will be available in the part drop-down when adding items to a Purchase Order.
  • Automatically issue drop ship orders
With this option enabled, purchase orders will be automatically issued for drop ship items.
  • Require approval for orders exceeding:
If a user does not have the Purchase Order-Approve Orders access right, the Issue Button.png Issue button will change to a Issue Button.png Request button, allowing the user to request that the purchase order be issued. The order will then have a Pending Approval status until a user with the Purchase Order-Approve Orders access right issues the order. Fishbowl can also send SMS text messages.
  • Dimensional weight factor
The weight factor is used to calculate dimensional weight by dividing the cubic size in inches by the factor. For example, an item with a size of 1 cubit foot (1,728 cubic inches) and the default factor of 166 would have a dimensional weight of 10.4 lbs (1728 ÷ 166=10.4).

Email tab
PO module options email subtab.png
  • Send email when Purchase Order is issued
There are three options for email behavior when issuing a Purchase Order. Always send an email, Prompt if an email should be sent, or Never send an email.
  • Attach applicable sales order csv file
With this option checked, the Purchase Order as Sales Order export will be attached to the email. This can allow the vendor to import the order into their Fishbowl install or other software.

Custom tab
PO module options custom subtab.png
  • The custom tab allows a custom message (up to 4 lines) to be displayed on Purchase Order reports.