Order management with purchase module

Order management with purchase module

After the module is activated, the product lines in order processing will have an updated interface.

Settings for stock status

For the procurement module to function as intended, it is important that the settings for Check stock status upon trade and Reduce stock balance upon trade are both set to Yes.
If these are set to No, the system will not check stock levels, which in turn means that it interprets stock status as 0 and all sales of goods will be linked to procurement, even if they are stocked.

You can find the settings under Configuration > General > Stock status

What do the statuses and tags mean?

Purchase order

When a product is oversold, you will be able to see in the order which purchase order the product is in, as well as the status of each purchase order.

In the example below, we see that the product line has been given the tag Purchase order, which tells us that it has been added to a purchase order. Furthermore, we see that the product is in purchase order "PO-NNA-00028" with status "Draft". This means that the product line is in a purchase order that has not yet been sent to the supplier.

Ordered

If a product that has already been ordered from a supplier is oversold, the product line will automatically be set to ordered. Upon receipt of purchase orders, this order, and the product line, will be updated and the tag will be changed to "Received".

In the example below, we see that the product line has been given the tag Ordered, this tells us that the product was already in a purchase order that has been sent to the supplier but not received in stock. We can also see this in the status of the purchase order, which is "Sent".

Received

When a product that is ordered on a purchase order is received into stock, the tag will change to "Received". It is then ready to be sent to the customer. As the purchase order is then completed, it will not be displayed on the product line.

Multiple purchases on the same product line

One product line can contain several purchases depending on the number. If a customer orders 3 of the same product, of which 1 is already on order from the supplier, the setup will look like this:

Here we also see that the expected delivery date appears, as long as the date is set on the purchase order.