Retail Pro Guided Tour - Inventory
CREATING AND MANAGING PURCHASE ORDERS
Entering, maintaining and tracking purchase data is easy and accurate.
Entering, maintaining and tracking purchase data is easy and accurate.
Purchasing is a key activity in retail. Retail Pro makes the placing and tracking of purchases effortless. Retail Pro's user design-able interface make it easy to navigate among fields, quickly enter new information, and track purchasing information.
Many fields on the PO are conveniently linked to your Retail Pro records. For example, by choosing Vendor from the menu, system focus is placed in the Vendor field. A single step accesses your vendor file to choose a vendor. All vendor information, including your customer account number, transfers to the PO.
THE PO HELPS CONTROL THE WAY MERCHANDISE WILL BE RECEIVED
Order, Ship, and Cancel Dates help schedule and track the ordering and shipment of merchandise. Simply entering +60 in a Date field, resets the new date 60 days ahead, making data entry simple and quick. A convenient drop-down calendar enables one to select a specific future date.
Cancel dates alert receiving personnel to refuse delivery if the merchandise is not received in a timely fashion. Alternatively a user may choose to post directions about late or partial shipments in the instruction field. Instructions are a convenient way for the user to disseminate information to different employees about the ordered merchandise.
A series of predefined messages can also be selected for the instructions field; for example, a standard receiving policy can be set to appear in the instruction field of every new PO by default.
SEE AT A GLANCE WHAT HAS BEEN RECEIVED AND WHAT IS OPEN
The quantity Ordered, Due and Received, render a snap shot and determine the unfilled % for a given purchase order. As merchandise is received this data is automatically updated.
As always this information can be accessed in either List View or Form View giving the user essential information at a glance. List View, enables the user to view and compare the fill status of multiple Purchase Orders simultaneously.
THE TOTALS SECTION HELPS WRAP UP THE DETAILS
Purchasing terms can be applied to the PO based on the standard terms for that particular vendor. These are displayed and printed on the PO form itself. A variety of payment term options can be selected and a global discount may also be applied to the PO document either by percentage or dollar amount.
THE PO MODULE SUPPORTS EDI TRANSACTIONS
Retail Pro provides extensive support for business to business (B2B) electronic commerce. Using electronic data interchange (EDI), Purchase Orders can be sent to any vendor that supports a common B2B solution.
Simply select Send from the EDI drop-down menu and the system will process this PO for transmission to the vendor. The indicator will change to "SENT" once the PO has successfully been processed and sent to the vendor. Using List view a user can track the EDI status of various purchase orders.
