Purchase Order Overview
Purchase Orders are derived in a multi-stage process as follows, using bookings, rate cards and customers.
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Requirement | Done | Function | Notes |
|---|---|---|---|
Booking, with order/delivery type | Yes | Booking | eg. installation, delivery |
Country (with postal code input format) | No | Postal Code match, also good for direct delivery where FMF is currently chosen | eg. France, Germany 2 digits, Italy might be a bit different |
Final Mile Facility with Zones | No | Zone match on Postal Code for a country | Reasons for choosing two matching ones varies, eg. non-payment, price, efficiency etc |
Rate cards for all different required cost items, with zones | No | Cost lines for each PO | |
Import of rate cards “shape” from customer to obtain sell rates for them | No | Store customised format requests | Customer portal required? Do they need Excel copies? |
Translation from customer rate cards to standardised format | No | Standardise data formats | Not mandatory, depends on relationship with customer |
Export standardised rate card to supplier to fill in | No | Supplier supply rates | Supplier Portal would be better |
Import standardised rate card to system | No | Store supplier rates | Supplier Portal would be better |
Export customised rate card based on standardised rates | No | Export customised format requests | |
Create Purchase Order lines | No | Create PO lines from booking type | Derive from booking and supplier rates for zone and country |
Override and add PO lines | No | Add and overrideAdd markup to individual PO lines | |
Store a buy and sell rate per item per zone per supplier per client | No | Profit margin | |
Create Purchase Order PDF | No | Create PO docs | |
Send PO | No | Send PO to supplier with buy rates | |
Create Invoice PDF | No | Create Invoice Docs | Bill by job by month |
Send Invoice | No | Send Invoice to customer with sell rates |