Order suggestions

In the overview of order proposals we show: for

• which location we need to order

• which supplier how many products with

• with which total value.

This already gives us an indication of the order and urgency in which the order proposals should be checked.

If several suppliers can supply the same product, we always direct the order proposal to the standard supplier. In this way, we want to remove the question of where to order today from the processing of specific requirements.

Order proposals always take two types of requirement into account: reorder and maximum stock levels of products per location and the shortfall from orders per location.

Above the list, you will see the Scopevisio-standard process bar, which gives you an overview of the status of an order from order receipt to invoicing.

You can open an order proposal by double-clicking on the corresponding table row. You will see the items of the planned order below, on a Reservations tab, which have resulted from your orders and requests/requirements. In other words, you can see here which orders/requirements the order proposal was calculated to cover.

Under Product suppliers you will find all entries for product suppliers, here you can select a supplier, your standard supplier is preset. As you are currently purchasing from the supplier, you can also add other items to the order that they have in their program. This allows you to save on effort, freight costs and other costs through consolidation.

Using the entries for the product suppliers, you can quickly and easily find, expand and update master data or add new entries.

In the order proposal, you can change all information for this specific order proposal:

• Items: Products, quantities, prices

• Supplier

Once you have made all the desired changes, save the entries.

You can now print the order proposal saved in this status using the action buttons or convert it into an order.

If you only want to send an order inquiry, it is advisable to send the edited order proposal to your supplier via excel/pdf export and ask for a quotation.

With "Transfer to order" you create the legally binding document of the purchase contract with your supplier.

This order can be sent to the supplier using the Send order command.